Pressure Points
Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics.
Deepwater Asset Management
Show overview
Pressure Points has been publishing since 2023, and across the 3 years since has built a catalogue of 111 episodes. That works out to roughly 15 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run under ten minutes — most land between 6 min and 9 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 3 weeks ago, with 21 episodes already out so far this year. The busiest year was 2025, with 43 episodes published. Published by Deepwater Asset Management.
From the publisher
Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. deepwatermgmt.substack.com
Latest Episodes
View all 111 episodesPressure Points: NVIDIA 1Q'27 Earnings
Pressure Points: Apple 2Q'26 Earnings
Pressure Points: Hyperscalers Double Down on AI Capex
Pressure Points: Meta 1Q'26 Earnings
Pressure Points: Google 1Q'26 Earnings
Pressure Points: Microsoft 3Q'26 Earnings
Pressure Points: Amazon 1Q'26 Earnings
Pressure Points: Tesla 1Q'26 Earnings
Pressure Points: Tim Cook Stepping Down as Apple CEO
Pressure Points: SpaceX IPO & Sovereign AI
For the deep dive on our SpaceX Is Building the World’s First Sovereign AI thesis, check out Doug Clinton and I on Pressure Points. 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 Deliveries Preview - Q1 2026
Beyond the headline of next week’s Tesla deliveries is the reality that the EV business is in a better place today than two years ago. Big Auto made big cuts to EV investment over that time, and that gives Tesla a bigger opportunity, especially in the US where we don’t have BYD. 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's GTC Keynote 2026
Bottom line from Jensen’s keynote: Demand is measurably stronger than even the highest expectations, and investors are still having a hard time getting comfortable with that. 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's 50th Anniversary
Reflecting on Apple’s upcoming 50th birthday reveals why the company will continue to be successful. 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: Day 3 of New Apple Products - MacBook Neo
The new MacBook Neo should add 0.5% to overall revenue for the next year. I believe it won't impact margins. 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's New Mac Lineup
The new Mac’s announced today add color to Cook’s “range of options to deal with margins”. 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: New Apple Products - iPhone 17e & iPad Air
The new Apple products should translate into a modest upside for June quarter revenue. 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 4Q'26 Earnings
Three takeaways on Nvidia:1. The stock being down 1% underscores that investors’ long term growth concerns remain.2. The fundamentals and outlook came in better than elevated whisper numbers.3. Most importantly, the guidance reinforces just how early we are in 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: Google 4Q'25 Earnings
Google's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth. 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'26 Earnings
Why is Apple up only 1% despite a much better-than-expected December quarter and March guide? The explanation begins in June 2024. 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'25 Earnings
The fact that Tesla is disclosing FSD subscriptions is all you need to know about its progress. That progress makes Robotaxi expansion a reality. 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