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Mega-Cap Earnings Preview With Gene Munster | Okay, Computer.

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Manage episode 430311783 series 2938944
Content provided by Risk Reversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Risk Reversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, to discuss key tech stocks ahead of their earnings reports. Key focus areas include the AI hype cycle and recent NASDAQ sell-off dynamics. They analyze market sentiments, expected pullbacks, and specific stock movements, particularly in the semiconductor space. Google and its AI advances, Tesla and its expected vehicle launches, Microsoft's alignment with OpenAI, Meta's AI integrations, and Apple's upcoming AI features in iPhones. They also touch upon the private sector as it relates to the batch of AI-first companies due to come online in the next couple of years.

Further Reading

View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

  continue reading

623 episodes

Artwork
iconShare
 
Manage episode 430311783 series 2938944
Content provided by Risk Reversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Risk Reversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, to discuss key tech stocks ahead of their earnings reports. Key focus areas include the AI hype cycle and recent NASDAQ sell-off dynamics. They analyze market sentiments, expected pullbacks, and specific stock movements, particularly in the semiconductor space. Google and its AI advances, Tesla and its expected vehicle launches, Microsoft's alignment with OpenAI, Meta's AI integrations, and Apple's upcoming AI features in iPhones. They also touch upon the private sector as it relates to the batch of AI-first companies due to come online in the next couple of years.

Further Reading

View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

  continue reading

623 episodes

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