Editorial companion

What stands out

Matt Tuttle makes two crisp calls in a short clip: he urges buying Alphabet after its post-earnings dip and calls Oracle’s guidance to turn cash-flow positive “huge” for the AI capital-expenditure story. He also warns that an Anthropic IPO could trade with extreme volatility, comparing it to the rocky public debut of SpaceX-related listings. The clip matters because a well-known advisor is taking a clearly bullish stance on two large enterprise-tech names while flagging market-structure risk around AI startup listings.