Pressure Points

By Deepwater Asset ManagementBusiness Technology Investing

Pressure Points episodes

October 29, 2024 Pressure Points: Google 3Q'24 Earnings
This proved to be the most important quarter for Google in 7-10 years given it showed Search revenue is benefiting from generative 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
5 min
October 24, 2024 Pressure Points: Tesla 3Q'24 Earnings
Tesla is up 12% given there’s positive near-term data points along with a fatter golden carrot.

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
August 28, 2024 Pressure Points: Nvidia Earnings 2Q'25
The bears will say Nvidia earnings were good but not great. The bulls will say favorable July and October guidance doesn’t matter because the upside remains over the next two years as AI will be bigger than the internet.

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
August 28, 2024 Pressure Points: Nvidia 2Q'25 Earnings Preview
Nvidia Preview Pressure Point: It’s all about Jensen’s language about timing of reaching supply-demand equilibrium.

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
August 08, 2024 Pressure Points: Google Antitrust Ruling
While it will take 2-3 years to sort out, I believe Google will win the appeal on the Search placement decision.

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
August 01, 2024 Pressure Points: Apple 3Q'24 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
7 min
July 31, 2024 Pressure Points: Meta 2Q'24 Earnings
Investors are going to get behind Zuckerberg’s AI vision. Meta had a solid quarter, solid guide, and most importantly, presented the company’s most compelling vision of how and when AI will transform the 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
6 min
July 24, 2024 Pressure Points: Google 2Q'24 Earnings
Essential question for Google investors is: when will AI benefit Search?

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 24, 2024 Pressure Points: Tesla 2Q'24 Earnings
Gene talks Tesla's road to profitability in autonomy and their June quarter 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
8 min
June 26, 2024 Pressure Points: Micron 3Q'24 Earnings
Bad news is Micron is down 7% in after hours. Good news is the AI trade is intact.

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