Pressure Points

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

  1. Pressure Points: Nvidia 4Q'26 Earnings

    قبل ٣ أيام

    Pressure Points: Nvidia 4Q'26 Earnings

    Three takeaways on Nvidia: 1. The stock being down 1% underscores that investors’ long term growth concerns remain. 2. The fundamentals and outlook came in better than elevated whisper numbers. 3. Most importantly, the guidance reinforces just how early we are in 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

    ١١ من الدقائق
  2. Pressure Points: Google 4Q'25 Earnings

    ٤ فبراير

    Pressure Points: Google 4Q'25 Earnings

    Google's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth. 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

    ٧ من الدقائق
  3. Pressure Points: Apple 1Q'26 Earnings

    ٣٠ يناير

    Pressure Points: Apple 1Q'26 Earnings

    Why is Apple up only 1% despite a much better-than-expected December quarter and March guide? The explanation begins in June 2024. 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

    ١٠ من الدقائق
  4. Pressure Points: Tesla 4Q'25 Earnings

    ٢٩ يناير

    Pressure Points: Tesla 4Q'25 Earnings

    The fact that Tesla is disclosing FSD subscriptions is all you need to know about its progress. That progress makes Robotaxi expansion a reality.  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

    ٦ من الدقائق
  5. Pressure Points: AI Trade Update - Jan 2026

    ١٥ يناير

    Pressure Points: AI Trade Update - Jan 2026

    We’re 4% of the way into 2026, and the fundamentals of AI infrastructure are tracking above expectations. Next stop: hyperscalers’ capex guidance in two weeks. 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

    ٨ من الدقائق
  6. Pressure Points: Nvidia Sales to China

    ٠٨‏/١٢‏/٢٠٢٥

    Pressure Points: Nvidia Sales to China

    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

    ٥ من الدقائق
  7. Pressure Points: Changes at Apple

    ٠٥‏/١٢‏/٢٠٢٥

    Pressure Points: Changes at Apple

    Apple’s leadership shake-up comes while there’s still plenty of time for Apple to nail 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

    ٦ من الدقائق
  8. Pressure Points: Apple AI's SVP, John Giannandrea, Retiring

    ٠٢‏/١٢‏/٢٠٢٥

    Pressure Points: Apple AI's SVP, John Giannandrea, Retiring

    Good news for Apple investors: Apple has a new head of 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

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

المعلومات

  • صناع العمل
    Deepwater Asset Management
  • سنوات النشاط
    ٢٠٢٣ - ٢٠٢٦
  • الحلقات
    ٩٥
  • التقييم
    ملائم
  • حقوق النشر
    © Brian
  • موقع البرنامج على الويب
    Pressure Points

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