Matthew Tuttle(@TuttleCapital):Most investors are asking: which AI company wins? That's the right question for the last cycle. The GPU constraint formed. The investors who identified it early — before the crowd arrived, before Wall Street coverage was broad — participated in some of the most significant returns in technology investing history. That window is closed. The GPU trade is consensus now.

Matthew Tuttle

@TuttleCapital

The Next AI Bottlenecks: Memory, Photonics and Space. Zero cost to attend. Register now ↓

参加 January 2015

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Matthew Tuttle@TuttleCapital

2026.06.09 21:02

Most investors are asking: which AI company wins? That's the right question for the last cycle. The GPU constraint formed. The investors who identified it early — before the crowd arrived, before Wall Street coverage was broad — participated in some of the most significant returns in technology investing history. That window is closed. The GPU trade is consensus now.