Pressure Points

By Deepwater Asset ManagementBusiness Technology Investing

Pressure Points episodes

January 30 Pressure Points: Apple 1Q'26 Earnings
Why is Apple up only 1% despite a much better-than-expected December quarter and March guide? The explanation begins in June 2024.

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
10 min
January 29 Pressure Points: Tesla 4Q'25 Earnings
The fact that Tesla is disclosing FSD subscriptions is all you need to know about its progress. That progress makes Robotaxi expansion a reality.

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
January 15 Pressure Points: AI Trade Update - Jan 2026
We’re 4% of the way into 2026, and the fundamentals of AI infrastructure are tracking above expectations. Next stop: hyperscalers’ capex guidance in two weeks.

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
December 08, 2025 Pressure Points: Nvidia Sales to China

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
5 min
December 05, 2025 Pressure Points: Changes at Apple
Apple’s leadership shake-up comes while there’s still plenty of time for Apple to nail 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
7 min
December 02, 2025 Pressure Points: Apple AI's SVP, John Giannandrea, Retiring
Good news for Apple investors: Apple has a new head of 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
4 min
November 21, 2025 Pressure Points: Nvidia's China Opportunity
While the market is sour on Nvidia in the near-term, the potential of restarting the China business would be sweet.

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
November 07, 2025 Pressure Points: Tesla Shareholder Meeting
It was a good day for Elon and Tesla shareholders.

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
October 30, 2025 Pressure Points: Amazon 3Q'25 Earnings
Below the headlines, the Amazon investment story is about automation & AWS improving margins.

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
October 30, 2025 Pressure Points: Apple 4Q'25 Earnings
All signs point to a strong finish to the year for Apple.

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