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 59 episodes available.

Pressure Points episodes:

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
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9min
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
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9min
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
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36min
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
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7min
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
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12min
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
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16min
January 31, 2024 Pressure Points: Microsoft Q2 Earnings
Gene talks about how Microsoft is seeing the impact of AI in Azure, Office and cost savings. Bottom line, Street estimates are going up slightly tomorrow.

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
January 31, 2024 Pressure Points: Google Q4 Earnings
Gene talks Google's solid quarter, especially in Cloud. The fractional disappointment was commentary about Search growth in 2024. Deepwater owns GOOG and believes AI will be a meaningful longterm benefit to the company.

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
January 25, 2024 Pressure Points: Tesla Q4 Earnings
This week Gene talks Tesla's Q4 earnings and expects shares of TSLA to drift lower the following day. That said, they are making the right decisions for the 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
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10min
January 18, 2024 Pressure Points: TSMC
Gene talks about why TSMC should be the company that expands the Mag 7 to the Mag 8. Spoiler alert: What they do is critical to AI and it’s hard to replicate.

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
6min

FAQs about Pressure Points:

How many episodes does Pressure Points have?

The podcast currently has 59 episodes available.