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Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management

Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management

RiskReversal Pod

April 25, 20231h 5m

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Show Notes

Dan is joined by Deirdre Bosa, host of CNBC’s TechCheck, to discuss sentiment heading into big tech earnings (1:00), China supply chain concerns (8:00), whether crypto is dead in America (10:15), and FinTech stocks dead in the water (15:00). Dan interviews Gene Munster, managing partner at Deepwater Asset Management, to discuss detaching emotions from investing (20:00), big tech earnings: Microsoft (24:00), Alphabet (33 :00), Meta (35:00), Amazon (39:30), Apple (45:00), and Tesla (53:30). 


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