Pressure Points

Feb 04 2025 51 ep. 7 mins 2

Pressure Points Podcast artwork

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

deepwatermgmt.substack.com

Business Technology

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Pressure Points: Google 4Q'24 Earnings

Feb 04 2025 8 mins

I think the initial Google reaction is an overreaction. Google Cloud was not as bad as it first appeared, Search still needs an overhaul, and the company needs to deliver on its promise of exciting upcoming products. 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: Apple 1Q'25 Earnings

Jan 30 2025 10 mins

Apple's quarter was not as bad as the numbers first looked based on channel inventory and the guide. I still believe Apple Intelligence will reaccelerate iPhone sales starting in June based on early uptake data in the US. 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 4Q'24 Earnings

Jan 29 2025 7 mins

Tesla basically dropped the 2025 bar to the floor and raised the 2026, 2027, and 2028 bars to the stars. 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: Meta 4Q'24 Earnings

Jan 29 2025 6 mins

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: Market Reaction to Fed Meeting Dec-24

Dec 18 2024 6 mins

Powell's comments spooked tech investors. While the AI trade may be dampened in the near-term, I expect December earnings to be the catalyst that returns confidence to AI investors. 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 3Q'25 Earnings

Nov 20 2024 6 mins

Bottom line with Nvidia earnings: I think the company will grow much faster than the Street expects in CY26. 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: Apple 4Q'24 Earnings

Oct 31 2024 7 mins

Apple’s September quarter and December guide reminds us that it will take a few quarters for the Apple Intelligence acceleration to begin. 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: Meta 3Q'24 Earnings

Oct 30 2024 7 mins

Following the Meta call, the key takeaway is the core business is doing great and they’re aggressively investing in AI to become the next big thing. My guess is that big thing is related to monetizing search. 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 3Q'24 Earnings

Oct 29 2024 4 mins

This proved to be the most important quarter for Google in 7-10 years given it showed Search revenue is benefiting from generative 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

Pressure Points: Tesla 3Q'24 Earnings

Oct 23 2024 5 mins

Tesla is up 12% given there’s positive near-term data points along with a fatter golden carrot. 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