Matthew Tuttle discusses the greater AI trade and the headwinds he sees hitting tech as the sector undergoes a correction. As Matt says, "at some point, you've got to start showing profit," noting the lingering debt concerns Wall Street has in companies like CoreWeave (CRWV). However, he remains bullish on AI memory, infrastructure, and photonic names. When it comes to Matt's top picks, he points to Vicor (VICR) as an unsung name in the AI trade.
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