Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI (3:00). Why he is optimistic about Microsoft into the print (5:30). Gene calls Alphabet the single best investment idea in mega-cap tech as it relates to AI (10:30). Dan’s take on Alphabet vs. Microsoft (14:30). Why he says Meta needs to refocus their initiatives (16:00). The future of Threads (21:00). The most important thing to watch in Amazon’s quarter (26:15). <a href="https://www.bloomberg.com/news/newsletters/2023-10-22/what-is-apple-doing-in-ai-revamping-siri-search-apple-music-and-other-apps-lo1ffr7p">Apple’s massive AI opportunity</a> (30:00). Investors viewing Apple as a consumer staples company (35:45). A dark chapter for Tesla (36:50). --View our show notes <a href="https://riskreversal.com/okay-computer/">here</a>Learn more about Ro body: <a href="http://ro.co/okay">ro.co/okay</a>Email us at <a href="mailto:contact@riskreversal.com">contact@riskreversal.com</a> with any feedback, suggestions, or questions for us to answer on the pod and follow us <a href="https://twitter.com/okaycomputerPod">@OkayComputerPod</a>.We’re on social:Follow <a href="https://twitter.com/dee_bosa">@dee_bosa</a> on TwitterFollow <a href="https://twitter.com/guyadami?lang=en">@GuyAdami</a> on TwitterFollow us on Instagram <a href="https://www.instagram.com/riskreversalmedia/">@RiskReversalMedia</a>Subscribe to our <a href="https://www.youtube.com/channel/UCRAOycPjsSgcEyQcuJD_ENA">YouTube</a> page

Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI (3:00). Why he is optimistic about Microsoft into the print (5:30). Gene calls Alphabet the single best investment idea in mega-cap tech as it relates to AI (10:30). Dan’s take on Alphabet vs. Microsoft (14:30). Why he says Meta needs to refocus their initiatives (16:00). The future of Threads (21:00). The most important thing to watch in Amazon’s quarter (26:15). Apple’s massive AI opportunity (30:00). Investors viewing Apple as a consumer staples company (35:45). A dark chapter for Tesla (36:50). -- View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI (3:00). Why he is optimistic about Microsoft into the print (5:30). Gene calls Alphabet the single best investment idea in mega-cap tech as it relates to AI (10:30). Dan’s take on Alphabet vs. Microsoft (14:30). Why he says Meta needs to refocus their initiatives (16:00). The future of Threads (21:00). The most important thing to watch in Amazon’s quarter (26:15). <a href="https://www.bloomberg.com/news/newsletters/2023-10-22/what-is-apple-doing-in-ai-revamping-siri-search-apple-music-and-other-apps-lo1ffr7p" rel="noopener noreferrer">Apple’s massive AI opportunity</a> (30:00). Investors viewing Apple as a consumer staples company (35:45). A dark chapter for Tesla (36:50). --View our show notes <a href="https://riskreversal.com/okay-computer/" rel="noopener noreferrer">here</a>Learn more about Ro body: <a href="http://ro.co/okay" rel="noopener noreferrer">ro.co/okay</a>Email us at <a href="mailto:contact@riskreversal.com" rel="noopener noreferrer">contact@riskreversal.com</a> with any feedback, suggestions, or questions for us to answer on the pod and follow us <a href="https://twitter.com/okaycomputerPod" rel="noopener noreferrer">@OkayComputerPod</a>.We’re on social:Follow <a href="https://twitter.com/dee_bosa" rel="noopener noreferrer">@dee_bosa</a> on TwitterFollow <a href="https://twitter.com/guyadami?lang=en" rel="noopener noreferrer">@GuyAdami</a> on TwitterFollow us on Instagram <a href="https://www.instagram.com/riskreversalmedia/" rel="noopener noreferrer">@RiskReversalMedia</a>Subscribe to our <a href="https://www.youtube.com/channel/UCRAOycPjsSgcEyQcuJD_ENA" rel="noopener noreferrer">YouTube</a> page

Mag7 Q3 Earnings Preview with Gene Munster

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast Hosted on Acast. See acast.com/privacy for more information.

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made.&nbsp;This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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Mag7 Q3 Earnings Preview with Gene Munster

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