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. hace 6 días

    Pressure Points: Nvidia July Quarter Earnings

    Get ready for an AI tsunami. Nvidia’s CY27 revenue guide means the AI brain next year will be about 40% bigger than I thought 24 hours ago, which means the distribution will be greater than I previously expected. 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 July Quarter Earnings

  2. 23 jul

    Pressure Points: Intel's 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

    Pressure Points: Intel's June Quarter Earnings

  3. 22 jul

    Pressure Points: AI Trade Update: Google/Tesla Earnings

    So what did we learn about the AI trade from Google and Tesla earnings? The infrastructure trade is intact based on higher capex outlooks and margins have been under pressure. Overall, I still believe we’re in the 3rd inning. 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: AI Trade Update: Google/Tesla Earnings

  4. 22 jul

    Pressure Points: Google’s June Quarter Earnings

    The massive Cloud beat got buried by higher capex guidance and expectations for lower Cloud margins going forward. As for Search, AI Mode monetization is beginning, which should be a long term growth driver. 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’s June Quarter Earnings

  5. 22 jul

    Pressure Points: Tesla’s June Quarter Earnings

    While TSLA shares will likely be down tomorrow, the long term story continues to improve. Elon is all in on capex, FSD adoption is accelerating, Robotaxi is rolling out slowly to prioritize safety before scaling, and the odds of a SpaceX-Tesla merger just inched higher. 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’s June Quarter Earnings

  6. 21 jul

    Pressure Points: Tesla June Quarter Preview

    Tesla June Quarter Preview: More moving parts this time around including capex, sustainability of delivery growth, ramp of cybercab production and our old friend, auto margins ex credits. Overall, I expect good news, just down know how investors will take greater capex for CY27. 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 June Quarter Preview

  7. 2 jul

    Pressure Points: Tesla's June Quarter Deliveries

    Tesla shares down on the huge delivery beat for three reasons. The biggest was buy on the rumor. The second is a question of how much did high gas prices help the number and third, the ending of the DOGE headwind (Elon left in May 25).Bottom line: The EV winter that started in March of 2024 is ending. Even backing out those one time benefits, it still was a monster delivery number, likely up 20% plus vs. up 6% in March. 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's June Quarter Deliveries

  8. 24 jun

    Pressure Points: Micron 3Q'26 Earnings

    The most underappreciated data point on MU’s earnings call was that the number of five-year SCAs increased from one last quarter to seven this quarter. That’s significant because it suggests customers expect this buildout to last for at least five years and want greater pricing visibility over that time frame. 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: Micron 3Q'26 Earnings
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Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. deepwatermgmt.substack.com

Información

  • Creador
    Deepwater Asset Management
  • Años de actividad
    2023 - 2026
  • Episodios
    120
  • Clasificación
    Apto
  • Copyright
    © Brian
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    Pressure Points

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