Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics.
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Pressure Points
By Deepwater Asset Management
FAQs about Pressure Points:
How many episodes does Pressure Points have?
The podcast currently has 41 episodes available.
Pressure Points episodes:
August 28, 2024Pressure Points: Nvidia Earnings 2Q'25 The bears will say Nvidia earnings were good but not great. The bulls will say favorable July and October guidance doesn’t matter because the upside remains over the next two years as AI will be bigger than the internet.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more August 28, 2024Pressure Points: Nvidia 2Q'25 Earnings Preview Nvidia Preview Pressure Point: It’s all about Jensen’s language about timing of reaching supply-demand equilibrium.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more August 08, 2024Pressure Points: Google Antitrust Ruling While it will take 2-3 years to sort out, I believe Google will win the appeal on the Search placement decision.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more August 01, 2024Pressure Points: Apple 3Q'24 Earnings
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more July 31, 2024Pressure Points: Meta 2Q'24 Earnings Investors are going to get behind Zuckerberg’s AI vision. Meta had a solid quarter, solid guide, and most importantly, presented the company’s most compelling vision of how and when AI will transform the business.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more July 24, 2024Pressure Points: Google 2Q'24 Earnings Essential question for Google investors is: when will AI benefit Search?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more July 24, 2024Pressure Points: Tesla 2Q'24 Earnings Gene talks Tesla's road to profitability in autonomy and their June quarter earnings.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more June 26, 2024Pressure Points: Micron 3Q'24 Earnings Bad news is Micron is down 7% in after hours. Good news is the AI trade is intact.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more June 10, 2024Pressure Points: WWDC Apple’s AI features will be enough to move growth higher than expected. PS topic: Today was the biggest day for Apple since the iPhone announcement.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more June 06, 2024Pressure Points: WWDC Preview
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com...more
FAQs about Pressure Points:
How many episodes does Pressure Points have?
The podcast currently has 41 episodes available.