Matthew Tuttle believes investors should buy the dip in Alphabet (GOOGL) even after the company posted a double miss in earnings. When it comes to the greater tech trade, Matt shares caution in Anthropic's IPO and why he sees volatile trading action similar to SpaceX (SPCX) and its public trading debut. Oracle (ORCL) saying it will turn cash flow positive in the next couple of years is "huge" to Matt, saying it backs bullish takes on the AI CapEx story.
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