Pressure Points

By Deepwater Asset ManagementBusiness Technology Investing

Pressure Points episodes

March 27, 2024 Pressure Points: Apple's WWDC AI Updates
On this episode of Pressure Points Gene breaks down the AI expectations for Apple's WWDC event in June.

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
8 min
March 12, 2024 Pressure Points: TikTok Ban & Meta
Meta investors should pay close attention to what is happening with TikTok. While an outright ban on TikTok is now less likely, if it happened it would have a material positive impact on Meta's 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
7 min
March 08, 2024 Pressure Points: FSD
Sounds like FSD is making some material improvements. I discuss when and to what extent it will impact Tesla's business in this episode of Pressure Points.

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
8 min
February 22, 2024 Pressure Points: Nvidia Earnings
The most important comment on the Nvidia earnings call was Jensen’s closing remarks about the size of the opportunity. We discuss in this episode of Pressure Points.

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
February 15, 2024 Pressure Points: Nvidia Earnings Preview
Here’s the preview for Nvidia earnings coming up on Feb 21.

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
February 08, 2024 Pressure Points: Meta's AI
When it comes to META and AI, Llama is a meaningful lever the company can pull in 2-5 years.

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
February 05, 2024 Pressure Points: Vision Pro Review
Gene Munster and Andrew Murphy break down 48 hrs with Vision Pro.

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
36 min
February 02, 2024 Pressure Points: Meta Q4 Earnings
Gene talks about how Meta’s business is humming, and AI is going to make it better.

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
February 02, 2024 Pressure Points: Apple Q1 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
12 min
January 31, 2024 Pressure Points: Apple Preview
Gene previews Apple's earnings tomorrow night (Feb 1, 2024) and the several moving parts this quarter.

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
16 min