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New Year, New AI Winners with Gene Munster
Manage episode 397357507 series 3292772
Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45).
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View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
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
150 episoder
Manage episode 397357507 series 3292772
Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45).
---
View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
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
150 episoder
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