Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Matthew Tuttle, Founder & CIO, Tuttle Capital Management, discusses the AI trade, the technology sector, and how to manage risk in a market that many call a bubble.Watch Matthew's last interview: https://youtu.be/VXctLSNq4uc*This video was recorded on June 24, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MATTHEW TUTTLE:Website: https://www.tuttlecap.com/X (@TuttleCapital): https://x.com/TuttleCapitalNewsletter: https://theheatformula.beehiiv.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 Introduction2:16 The Tech Selloff, Bitcoin, and Software7:24 The Memory Trade and Micron10:56 Bottlenecks, Broadcom, and the Entry Problem14:26 IPOs and Exit Liquidity18:13 Bubbles, the Fed, and Inflation21:53 ARK and Meme Stocks24:33 The Thematic Hierarchy and the Space Trade29:22 New ETF Launches and Closing#investing #trading #ai