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Tech Investor Gene Munster on MegaTrends | Okay, Computer.

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Manage episode 436603467 series 2938944
Contenuto fornito da Risk Reversal Media. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Risk Reversal Media o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the implications of supply-demand dynamics, and the ongoing arms race among tech giants like Google, Amazon, and Microsoft in the AI sector. The conversation also covers Apple's upcoming September 9th event, where new product announcements could significantly impact consumer interest, and examines Tesla's current challenges amid a shifting electric vehicle market.

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Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

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 @riskreversal on Twitter

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

  continue reading

644 episodi

Artwork
iconCondividi
 
Manage episode 436603467 series 2938944
Contenuto fornito da Risk Reversal Media. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Risk Reversal Media o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the implications of supply-demand dynamics, and the ongoing arms race among tech giants like Google, Amazon, and Microsoft in the AI sector. The conversation also covers Apple's upcoming September 9th event, where new product announcements could significantly impact consumer interest, and examines Tesla's current challenges amid a shifting electric vehicle market.

----

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

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 @riskreversal on Twitter

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

  continue reading

644 episodi

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