Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45). ---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>Learn more about Current: <a href="https://current.com/">current.com</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 for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45). --- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com 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 for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45). ---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>Learn more about Current: <a href="https://current.com/" rel="noopener noreferrer">current.com</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

New Year, New AI Winners with Gene Munster  |  Okay, Computer.

Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.&nbsp;

We break down the most important market moving headlines to help listeners make better informed investing decisions.

Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets.

—

FOLLOW US

YouTube: @RiskReversalMedia

Instagram: @riskreversalmedia

Twitter: @RiskReversal

LinkedIn: RiskReversal Media



The financial opinions expressed in Risk Reversal content 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 Risk Reversal.



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 Risk Reversal 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.

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Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.  We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content 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 Risk Reversal. 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 Risk Reversal 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.

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New Year, New AI Winners with Gene Munster | Okay, Computer.

New Year, New AI Winners with Gene Munster | Okay, Computer.

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