Pressure Points

By Deepwater Asset Management

Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics.

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FAQs about Pressure Points:

How many episodes does Pressure Points have?

The podcast currently has 65 episodes available.

Pressure Points episodes:

August 27, 2025 Pressure Points: Nvidia 2Q'26 Earnings
Big picture: Nvidia's outlook was better than expected.

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
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6min
July 30, 2025 Pressure Points: AI’s Impact to Earnings
This was a big night for AI.

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
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8min
July 30, 2025 Pressure Points: Meta Earnings June-25
META Pressure Point: For Zuckerberg, it’s all about superintelligence.

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
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7min
July 15, 2025 Pressure Points: Nvidia H20 Ban Reversal
The Nvidia H20 news is a tell for the AI buildout; We’re earlier in the than most think.

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
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7min
July 10, 2025 Pressure Points: Pace of Tesla's Autonomy
Now that Elon has inched up the Robotaxi bar, investors are recalibrating autonomy milestones.

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
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4min
July 10, 2025 Pressure Points: Apple Leadership Changes
Cook is the right person to lead Apple into AI. After that, the baton gets handed to Ternus.

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
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9min
May 28, 2025 Pressure Points: Nvidia Earnings - April

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
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11min
May 07, 2025 Pressure Points: Google Search Changes
Google's golden goose is ill. AI Overviews won’t be the cure.

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
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10min
May 02, 2025 Pressure Points: Apple's March 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
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9min
April 30, 2025 Pressure Points: Meta's March Earnings
The Pressure Point in Meta’s Quarter: AI Is "Working" for Zuckerberg.

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
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7min

FAQs about Pressure Points:

How many episodes does Pressure Points have?

The podcast currently has 65 episodes available.