Pressure Points
111 episodes — Page 3 of 3
Pressure Points: Tesla Q4 Earnings
This week Gene talks Tesla's Q4 earnings and expects shares of TSLA to drift lower the following day. That said, they are making the right decisions for the long term. 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: TSMC
Gene talks about why TSMC should be the company that expands the Mag 7 to the Mag 8. Spoiler alert: What they do is critical to AI and it’s hard to replicate. 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 Q4 Deliveries
Q4 deliveries. Tesla grew deliveries in the Dec qtr by 20%. My sense is that will be in line with other traditional car makers EV growth. As a point of reference, $RIVN Dec qtr deliveries were 1/20th of Tesla’s and down 31% YoY. I’m optimistic Tesla can hold US mkt share in 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: Apple Watch Sales Pause
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 AI
Gene talks about by next near we should hear more from Apple when it comes to generative AI and Siri. Patience is a virtue, given it will likely take years to impact 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: November Inflation Numbers
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: X.AI Raising $1B
Gene discusses why Musk raising $1B for X.AI means Artificial General Intelligence is going to come sooner despite his comments about going slow. 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: Cybertruck Release Event
Gene Munster talks through the Cybertruck release event, impacts of pricing, and the importance to 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 Earnings
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: Cybertruck Launch
Gene Munster previews Tesla's Cybertruck launch on November 30 and discusses production and delivery estimates through 2025. 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: OpenAI's DevDay
Deepwater Asset Management's Gene Munster discusses the Pressure Points of OpenAI's DevDay. 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