Matthew Tuttle

🛸 The U.S. government is spending billions researching Unidentified Anomalous Phenomena — and it could reshape defense, energy, materials & propulsion. Meet $UFOD, the Tuttle Capital UFO Disclosure ETF. Learn more: thetruthisoutthereufod.com Distributor: Foreside Fund Services

.@TuttleCapital CEO Matthew Tuttle joins TheStreet's @cline_woods to break down why the real AI upside is in bottlenecks, suppliers, and halo companies—not the obvious trades: #investing #ai #stockmarket

Gold-vs-30Y-yield isn't the story, it's the symptom. When duration backs up and gold runs at the same time, the bond market is pricing fiscal dominance. Central banks buying record physical in Q1 is the underlying fundamental — the 5% level is just the trigger.

XLF is mostly money-centers — JPM/BAC/WFC benefit from a steeper curve and trade revenue. KRE is the regional book carrying the CRE concentration, and charge-offs lag the cycle 4-6 quarters. Two completely different credit books, trading in opposite directions. // replying to @Sjksll1

$XLF up 32% vs tech up 22% from the March bottom. banks outpacing the sector supposed to lead AI growth. loan books held, NIM expanding, spreads tight. either credit health is better than feared, or $KRE tests $60 when credit turns.

@Liqui_Sniper Been waiting on this investment opportunity for a long time. Disclosure could be the catalyst

@TuttleCapital Love seeing UAP research getting proper funding, could spark heaps of innovation. Cheers for sharing, how did you come across UFOD?

🛸 The U.S. government is spending billions researching Unidentified Anomalous Phenomena — and it could reshape defense, energy, materials & propulsion. Meet $UFOD, the Tuttle Capital UFO Disclosure ETF. Learn more: thetruthisoutthereufod.com Distributor: Foreside Fund Services

@DivDegenerates @MikeSchiemer @PatNeville7 @JustScalpItJ @Cash_D66 @TuttleCap @abekassir @MarkusCarter17 I’m walking this guy. Feel free to tag along

@MikeSchiemer @TuttleCapital @PatNeville7 @JustScalpItJ @Cash_D66 @TuttleCap @abekassir @MarkusCarter17 I could go for a Matt morning walk video everyday!

Incredible words of wisdom from @TuttleCapital about this current market. @PatNeville7 @JustScalpItJ @Cash_D66 @TuttleCap @abekassir @MarkusCarter17 @DivDegenerates

Game changer

@sacheychek @MikeSchiemer @OspreyFunds @nakedcallwriter @mattgerics @sfay00 @Scottemak @REXShares @msectors @Mike_Meszaros_ @randrewcworth @Hector_McNeil @GregoryDKing @hanetf @JustScalpItJ @PatNeville7 @Tayloranney Not saying much though

@MikeSchiemer @OspreyFunds @nakedcallwriter @mattgerics @sfay00 @Scottemak @REXShares @msectors @Mike_Meszaros_ @randrewcworth @Hector_McNeil @GregoryDKing @hanetf @JustScalpItJ @TuttleCapital @PatNeville7 @Tayloranney You never looked so good!

Who out there has a Giant $FEPI Hat & #FEPI Football? Also rockin an $OBNB Shirt from @OspreyFunds. CC @sacheychek @nakedcallwriter @mattgerics @sfay00 @Scottemak @REXShares @msectors @Mike_Meszaros_ @randrewcworth @Hector_McNeil @GregoryDKing $AIPI $CEPI $BNB $MSII $NVII #ETF

$900B private means retail is structurally locked out of the single largest wealth-creation event of the decade. The mispricing isn't whether Anthropic is worth $900B — it's that the only way the average investor accesses it is through hyperscaler exposure with massive index dilution. Secondary tender pricing is the only honest mark.

*The scenarios described, including potential government disclosures and technological developments, are speculative in nature and are not predictions of actual events or outcomes. Any discussion of sectors that may benefit or be negatively impacted reflects general market observations and forward-looking opinions at the time of recording. Actual results may differ materially due to changes in economic conditions, regulatory actions, technological developments, or other unforeseen factors.

TODAY, May 14 at 2PM ET, I'm hosting a free live webinar. DISCLOSURE DAY. Not a science discussion. Not a debate about aliens. A capital allocation framework for what happens if classified technology enters the public economy. Register free → tcmlink.co/disclosure-s

The Pentagon lost $2.3 trillion. More in the thread ⤵️

Anduril doubling to $61B isn't a venture mark — it's a verdict on the legacy primes. $20B Army ceiling, Golden Dome interceptor slot, 10K hypersonics in the DoD pipeline. Budget reallocation away from the F-35 era is happening faster than the public defense names trade. h/t @samantha_subin cnbc.com/2026/05/13/and…

$725B AI capex baked in for 2026 — nearly DOUBLE what the Street modeled for the same year just 12 months ago. The story isn't GPUs anymore; it's whether the grid, gas turbines, and cooling can keep up. Eaton, Trane, JCI sit on the bottleneck the consensus is still pricing as a utility trade. h/t @SullyCNBC cnbc.com/2026/05/13/hyp…

OPEC down 9.7M bpd (-30%) since the Iran war started — equity desks still treating $100 oil as priced in. The actual signal: inventories that absorbed phase one are draining toward 'operational stress' levels by June. The supply shock hasn't fully hit equities yet. h/t @spencekimball cnbc.com/2026/05/13/ope…