Audio is streamed directly from the publisher (api.substack.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
On this episode of Pressure Points, Gene previews Apple earnings on Thursday. Get ready to hear more about a step-up in Capex. Big picture, more spending in AI is really good for Apple 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