Deepwater Asset Management

Pressure Points

Business EN ↓ 114 episodes

Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. deepwatermgmt.substack.com

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Deepwater Asset Management

Episodes

Pressure Points: Apple Preview 31.01.2024 15:39

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

Pressure Points: Microsoft Q2 Earnings 31.01.2024 6:14

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

Pressure Points: Google Q4 Earnings 31.01.2024 6:18

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

Pressure Points: Tesla Q4 Earnings 25.01.2024 9:06

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

Pressure Points: TSMC 18.01.2024 6:00

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

Pressure Points: Tesla Q4 Deliveries 02.01.2024 5:34

Q4 deliveries. Tesla grew deliveries in the Dec qtr by 20%. My sense is that will be in line with other traditional car makers EV growth. As a point of reference, $RIVN Dec qtr deliveries were 1/20th of Tesla’s and down 31% YoY. I’m optimistic Tesla can hold US mkt share in 2024. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, vis...

Pressure Points: Apple Watch Sales Pause 18.12.2023 3:27

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

Pressure Points: Apple's AI 15.12.2023 7:26

Gene talks about by next near we should hear more from Apple when it comes to generative AI and Siri. Patience is a virtue, given it will likely take years to impact revenue. 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

Pressure Points: November Inflation Numbers 12.12.2023 3:09

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

Pressure Points: X.AI Raising $1B 05.12.2023 4:56

Gene discusses why Musk raising $1B for X.AI means Artificial General Intelligence is going to come sooner despite his comments about going slow. 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

Pressure Points: Cybertruck Release Event 30.11.2023 6:21

Gene Munster talks through the Cybertruck release event, impacts of pricing, and the importance to investors. 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

Pressure Points: NVIDIA Earnings 22.11.2023 6:38

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

Pressure Points: Cybertruck Launch 17.11.2023 6:39

Gene Munster previews Tesla's Cybertruck launch on November 30 and discusses production and delivery estimates through 2025. 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

Pressure Points: OpenAI's DevDay 10.11.2023 6:53

Deepwater Asset Management's Gene Munster discusses the Pressure Points of OpenAI's DevDay. 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