Joined January 2015
- Tweets 16,597
- Following 1,095
- Followers 16,474
- Likes 6,863
2,602 Photos and videos
Pinned Tweet
Jun 12
🚨 Next week we're hosting a Twitter Space on something Wall Street isn't pricing yet.
UFO Disclosure isn't just a science story.
It may be the biggest market event of the century.
Aerospace. Defense. Energy. AI. Nothing would trade the same.
Monday June 15. 8pm ET. tcmlink.co/spaces
2
9
773
Memory and Photonics get most of the attention.
But there's a third constraint forming that I believe is still almost entirely under the radar.
The terrestrial grid.
AI data centres require 50–200 megawatts per facility. US grid interconnection queues now run five to ten years. There is no meaningful new power available at scale before 2030.
This is not speculation. It's a permitting and infrastructure timeline problem.
9
3
17
2,784
And here's the connection most investors haven't made yet:
The enabling technology for orbital infrastructure is photonics.
The same five-layer supply chain moving AI data at the speed of light inside terrestrial data centres is the same stack being positioned for space-based infrastructure.
2
1
3
713
Three constraints. Three different stages. Three different windows.
➡️ Memory ➡️ Photonics ➡️ Space
I'm running this webinar for the second time on June 16 — back by demand after a full room in May — because I believe the window I described then has not closed. If anything, I believe it has become more legible.
Free to attend. Register now ↓
tcmlink.co/bottleneck-g
.
.
.
This material is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. The views expressed are those of the author as of the date presented and are subject to change without notice.
3
499
Jun 12
#150 ETFs, Market Themes, and New Credit Ideas with Matthew Tuttle youtu.be/WwF8J503mSg?is=7z7T… via @YouTube
4
1,138
Jun 12
When you register for the webinar, you get something immediately.
My full supply chain briefing:
Solving the "Interconnect" Bottleneck — This Could Be the Next Asymmetric Tech Investing Theme.
This isn't a teaser. It's my full supply chain map of the five physical layers that Amazon, Microsoft, Google, and Meta are racing to lock up right now — and where capacity is already spoken for through 2028.
2
1
9
1,675
Jun 12
➡️ Layer 5: Foundries (The Scale) The advanced fabrication facilities manufacturing photonic integrated circuits at scale. Foundry capacity for the most advanced photonic designs is already booked several years into the future.
1
1
413
Jun 12
The briefing delivers to your inbox within minutes of registering.
The live webinar is June 16 at 2pm ET.
Register ↓
tcmlink.co/bottleneck-g
.
.
.
This material is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. The views expressed are those of the author as of the date presented and are subject to change without notice.
1
408
Jun 12
This is the constraint the market is under-pricing. The GPU scorecard is well covered. Power delivery to the die, optical interconnects, and advanced packaging are where the actual bottlenecks live — and where the next generation of AI infrastructure names will come from.
x.com/PGelsinger/status/2065…
Jun 12
Power delivery is emerging as one of the most important challenges in AI infrastructure.
As AI accelerators scale, moving power efficiently to the die becomes a first-order problem. Solving it will require innovation across semiconductors, packaging and system architecture.
This analysis does a great job explaining the challenge and why we were excited to back PowerLattice. The next wave of AI infrastructure breakthroughs will come from solving the constraints around it.
1
1
3
2,895
Jun 12
When JPM is running analyst calls on drone swarms attacking data centers, physical security becomes part of AI capex. This is the defense/infrastructure crossover the market isn't pricing — counter-drone systems and hardened perimeters are the next line item in hyperscaler construction budgets.
x.com/zerohedge/status/20652…
Jun 12
JPM Call With Axon Reveals Race To Fortify U.S. Data Centers Against Kamikaze Drone Swarms zerohedge.com/technology/jpm…
2
15
2,544
Matthew Tuttle retweeted
Jun 12
3
1
21
1,780
Matthew Tuttle retweeted
Jun 12
.@TuttleCapital says investors "need to have exposure to the bottleneck names and that's where the money is flowing."
He explains why $RKLB, $OXY, and $SEDG are his stock picks.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
1
2
7
1,729
Excellent write up today from @TuttleCapital about the $SPCX launch today and how it will effect the other major holdings for the Space Race. Below is a summation for $ASTS $IRDM $RKLB $PL $LUNR His ETF $SPCI is a great way to invest with all the upside of a pure ETF but with an added layer of options to enhance the performance with weekly distributions that are currently at 30 cents per share. Trending at about 40% yearly.
1
2
12
2,841