
New Year, New AI Winners with Gene Munster | Okay, Computer.
Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview!
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Show Notes
Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45).
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