Pressure Points

By Deepwater Asset ManagementBusiness Technology Investing

Pressure Points episodes

June 10, 2024 Pressure 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
9 min
June 06, 2024 Pressure 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
11 min
May 22, 2024 Pressure Points: Nvidia Q1'25 Earnings
Gene recaps Nvidia's April quarter and discusses the key takeaway: growth will be higher for longer.

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
7 min
May 02, 2024 Pressure Points: Apple 2Q'24 Earnings
Gene talks Apple's March quarter earnings. The stock is up mostly because of the guidance. The good news doesn't end there. Revenue growth should accelerate through the back half of CY24.

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
9 min
April 30, 2024 Pressure Points: Apple 2Q'24 Earnings Preview
On this episode of Pressure Points, Gene previews Apple earnings on Thursday. Get ready to hear more about a step-up in Capex. Big picture, more spending in AI is really good for Apple long-term.

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
9 min
April 25, 2024 Pressure Points: Google 1Q'24 Earnings
Gene talks how GOOG being up 12% in after-hours makes sense because both Search and GPC growth accelerated. Also, margins are going higher this year.

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
7 min
April 24, 2024 Pressure Points: Meta 1Q'24 Earnings
Meta down 17% is both explainable and an overreaction. Big Picture: They’re going to build multiple new large businesses around AI in 2025 and beyond.

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
7 min
April 24, 2024 Pressure Points: Tesla 1Q'24 Earnings
On this episode of Pressure Points, Gene outlines the key takeaways from Tesla's 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
13 min
April 19, 2024 Pressure Points: Tesla 1Q'24 Earnings Preview
I’m bracing for shares of TSLA to go lower after they report because consensus deliveries for 2024, 2025 and 2026 are likely too high. My long-term positive view is unchanged.

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
9 min
April 02, 2024 Pressure Points: Tesla Q1 Deliveries
Gene has a different explanation than Tesla about why March deliveries were ugly. Big picture; This will pass because Tesla is making the right decisions for the long-run.

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
6 min