Pressure Points

Deepwater Asset Management

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

  1. Pressure Points: Stocks Drop as US-China Trade Talks Stall

    -5 J

    Pressure Points: Stocks Drop as US-China Trade Talks Stall

    Below the surface, China US trade talks is about rare earth and GPUs. In the end, coming to an agreement is in everyone’s best interest. 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
  2. Pressure Points: NHTSA Investigates Tesla's FSD

    -6 J

    Pressure Points: NHTSA Investigates Tesla's FSD

    NHTSA's probe validates Tesla’s lead. 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
  3. Pressure Points: Tesla September Deliveries

    2 OCT.

    Pressure Points: Tesla September Deliveries

    September deliveries of 497k were well ahead of the 475k high-end of the whisper, up 7% y/y after being down 13% in June and March. I believe the vast majority of the upside was driven by a 35% quarter over quarter jump in US sales from the tax credit, which in theory means investors should largely throw out the positive number. My "throw it out" logic misses a bigger point; the future will be autonomy and the ability to get EV units in the market profitably is a key competitive advantage. On that measure, the September deliveries are a long-term win for 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

    10 min
  4. Pressure Points: Micron 4Q'25 Earnings

    24 SEPT.

    Pressure Points: Micron 4Q'25 Earnings

    The AI train continues to roll. MU guided to 43% Y/Y revenue growth vs. just reported 46%. 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
  5. Pressure Points: Nvidia's $100B Investment in OpenAI

    22 SEPT.

    Pressure Points: Nvidia's $100B Investment in OpenAI

    The Nvidia - OpenAI deal is just the latest salvo in an big tech arms race that is far from peaking. 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
  6. Pressure Points: Nvidia's $5B Investment in Intel

    18 SEPT.

    Pressure Points: Nvidia's $5B Investment in Intel

    I would have had INTC up 5-10% on today's Nvidia investment news. 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
  7. Pressure Points: iOS 26 - Liquid Glass

    16 SEPT.

    Pressure Points: iOS 26 - Liquid Glass

    How big of a week is this for iPhone? It’s been 12 years since a comparable iOS update and 11 years since a similar hardware refresh. That’s good news for iPhone growth in FY26. 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
  8. Pressure Points: Elon's $1B TSLA Stock Purchase

    15 SEPT.

    Pressure Points: Elon's $1B TSLA Stock Purchase

    While Elon’s $1B investment in Tesla is small in context, his loyalty to the stock over the years has been significant. 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
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À propos

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

Informations

  • Création
    Deepwater Asset Management
  • Années d’activité
    2023 - 2025
  • Épisodes
    74
  • Classification
    Tous publics
  • Copyright
    © Brian
  • Site web de l’émission
    Pressure Points

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