Tuttle Times the Market Perfectly https://t.co/dDcDzS6Bjj oldy but a goodie

Been talking about Space for a while in the newsletter, including today. Space names up big again this morning..... https://t.co/krAjLmx29D

When $GOOGL starts sketching AI data centers in orbit, the trade has officially left Earth. 🚀 In today’s Heat Formula: • The “AI in space” arms race • Why $NVDA $MSFT $GOOGL $META still matter • And why $RKLB $RDW $LHX $RTX $NOC $PL $SPIR $IRDM could be the quiet winners

LEGENDS FESTIVAL 2025 Final streaming on Dec 23 at 14:00 UTC! Tune in for a special performance and the reveal of a new character!

Morgan Stanley is reportedly emerging as a leading contender for a key role in SpaceX's IPO that could come next year. @TuttleCapital told us that space is going to be a "target rich environment," and the "moonshot" companies they’re buying include $IRDM, $PL, $ASTS and $LUNR.

2023–25 was $NVDA + Mag7 at any price. 2026 is the broadening bull: $IWM $RSP $XLE $XLF $XLI finally start to matter as retail record‑wealth + fiscal juice + an easier Fed kick in. But there are 3 landmines: • late‑year inflation scare • AI‑CapEx funding risk ($ORCL, $CRWV, DC

@JackFarley96 discussing Monetary Matters on the HEAT Podcast @TuttleCapital @finance_rebel $ORCL https://t.co/DXz25RNSgI

Public will soon be able to invest in 'advanced or reverse-engineered alien technology'

https://t.co/db6I7Q23qE

Wall Street’s hottest trade is about to flip. 2023–25: anything with a $GPU in the deck ripped. 2026: only AI that shows up in revenue & margins gets paid. The “dead” software names $MSFT $CRM $NOW $ADBE $ORCL may be the next leg of the AI trade while $NVDA $AVGO $SMCI digest

The AI story just flipped from “infinite demand” to “show me the math.” $ORCL CDS at GFC‑era wides, $CRWV down ~46% in 6 weeks, $AVGO giving back a chunk of a +75% YTD run… The AI burnout trade is here. 🔥 Full note 👉

$UFOD

Data center discussion with Obi Isiadinso on the HEAT Podcast @OCIGlobal @TuttleCapital @finance_rebel $VRT $DLR $EQIX $NVDA https://t.co/xtqjPeGJ0N

The AI selloff isn’t about models. It’s about math. $ORCL just showed what happens when AI capex = negative FCF + balance‑sheet stress. $AVGO proved even a great AI quarter can’t defy “priced for perfection.” The market has officially shifted from: “AI at any price” to “Show me

$SPCX

🚨A hedge fund manager has now filed an ETF with the SEC that explicitly targets "reverse engineered alien technology." The fund, filed under the ticker UFOD, isn't framed as speculation or novelty. The registration language is unusually direct. It proposes allocating the

https://t.co/ADWdm81Vla

The Select STOXX Europe Aerospace & Defense ETF, a US-listed fund launched by Tuttle that invests in European defense companies, is up more than 70% so far this year. Tuttle said the European defense contractors were “such an under-loved trade” prior to the election but the ETF

There’s a new bull market hiding in plain sight — and it’s not AI. It’s missiles, drones & space. 🧨 Missiles & munitions: +57% 🚢 Shipbuilding: +49% 🛰️ Space: +44% I’m calling it Defense 3.0 — and I walk through the 4 stocks I’d own first (HII, GD, LHX, RTX) plus the torque

Or just give me a call or DM

Bezos and Musk target AI through space. These Earthly stocks could benefit. The investing edge is spotting where capital for orbital AI goes first, says Matthew Tuttle https://t.co/8TrzqSItnm via @MarketWatch

New Year winner: chipmakers or software? 2026: breakout year or breather year? @TuttleCapital goes rapid-fire in a game of “This or That.” #AI #newyears #stockmarket