Sign up to save your podcasts
Or
Share Gene Munster: Nvidia Earnings Preview, Apple's $500 Billion AI Investment & Microsoft's Computing Conundrum
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Gene Munster: Nvidia Earnings Preview, Apple's $500 Billion AI Investment & Microsoft's Computing Conundrum
Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management, to discuss various major tech headlines and their potential market impact. The conversation starts with Apple's investment of $500 billion in AI infrastructure and its implications. They also touch on a recent analyst report about Microsoft canceling some AI data center leases and the broader AI adoption theme in the market. The episode delves deeply into Nvidia, anticipating their upcoming earnings report and evaluating expectations for their guidance. They also discuss the challenge for Nvidia investors in assessing long-term growth amidst rapid technological advancements and market volatility.
Articles Mentioned
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
View all episodes
By RiskReversal Media
4.7
766766 ratings
Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management, to discuss various major tech headlines and their potential market impact. The conversation starts with Apple's investment of $500 billion in AI infrastructure and its implications. They also touch on a recent analyst report about Microsoft canceling some AI data center leases and the broader AI adoption theme in the market. The episode delves deeply into Nvidia, anticipating their upcoming earnings report and evaluating expectations for their guidance. They also discuss the challenge for Nvidia investors in assessing long-term growth amidst rapid technological advancements and market volatility.
Articles Mentioned
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
More shows like RiskReversal Pod
View all
CNBC's "Fast Money"
1,363 Listeners
Macro Voices
3,065 Listeners
The Meb Faber Show - Better Investing
926 Listeners
Animal Spirits Podcast
2,006 Listeners
The Market Huddle
360 Listeners
The Compound and Friends
2,069 Listeners
Halftime Report
404 Listeners
Ask The Compound
306 Listeners
MRKT Matrix
180 Listeners
Forward Guidance
274 Listeners
On The Tape with Danny Moses
156 Listeners
Closing Bell
156 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
48 Listeners
Monetary Matters with Jack Farley
90 Listeners
The Real Eisman Playbook
51 Listeners