Pressure Points

By Deepwater Asset ManagementBusiness Technology Investing

Pressure Points episodes

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
7 min
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
7 min
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
4 min
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
9 min
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
11 min
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
10 min
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
9 min
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
7 min
April 25, 2025 Pressure Points: Robotaxis: Autonomous Ridesharing Update - Tesla & Google
Big week for ridesharing, driven by $TSLA and $GOOG earnings, along with comments from the White House.

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
April 24, 2025 Pressure Points: Google Earnings: Mar-25
Bottom line on Google earnings: The business is stable, but the ChatGPT overhang isn’t going away — and there’s nothing Google can say to change that in the short 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