The AI Gravy Train for Power Stocks is Over, Strategist Says
The Shift in Power Stock Focus
In a significant shift in the investment landscape, Matthew Tuttle, a strategist at Tuttle Capital Management, has stated that the era of AI-driven growth for power companies is coming to an end. According to Tuttle, investors will now focus on who's getting paid, rather than just exposure to AI.
The Rise and Fall of AI-Driven Growth
In 2025, power companies saw their shares rise due to exposure to AI. However, Tuttle believes that 2026 will be all about execution. This means that investors will be looking at how well these companies can execute their plans, rather than just their potential for AI-driven growth.
The Impact on Investors
This shift in focus has significant implications for investors. Those who have been riding the AI gravy train may find themselves struggling to adapt to the new reality. On the other hand, those who have been focusing on execution may find themselves in a better position to capitalize on the opportunities that arise.
Conclusion
The end of the AI gravy train for power stocks marks a significant shift in the investment landscape. As investors adapt to this new reality, it will be interesting to see how companies respond to the changing focus on execution.