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Pressure Points

Deepwater Asset Management

Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. deepwatermgmt.substack.com

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129 épisodes

  1. Pressure Points: Apple 4Q’26 Earnings 6:29
  2. Pressure Points: Amazon 3Q’26 Earnings 3:31
  3. Pressure Points: Google 3Q’26 Earnings 6:06
  4. Pressure Points: Tesla 3Q’26 Earnings 6:47
  5. Pressure Points: SpaceX 3Q’26 Earnings 8:26
  6. Pressure Points: Apple's "Welcome Home" Product Announcements 8:25
  7. Pressure Points: Tesla Deliveries - September 2026 5:13
  8. Pressure Points: Meta Connect 2026 6:14
  9. Pressure Points: Apple's "Surprise and Shine" Event 9:46
  10. Pressure Points: Nvidia July Quarter Earnings 10:48
  11. Pressure Points: Intel's June Quarter Earnings 6:14
  12. Pressure Points: AI Trade Update: Google/Tesla Earnings 2:55
  13. Pressure Points: Google’s June Quarter Earnings 6:04
  14. Pressure Points: Tesla’s June Quarter Earnings 14:01
  15. Pressure Points: Tesla June Quarter Preview 11:56
  16. Pressure Points: Tesla's June Quarter Deliveries 6:38
  17. Pressure Points: Micron 3Q'26 Earnings 6:29
  18. Pressure Points: WWDC Keynote 2026 5:13
  19. Pressure Points: NVIDIA 1Q'27 Earnings 8:48
  20. Pressure Points: Apple 2Q'26 Earnings 12:21
  21. Pressure Points: Hyperscalers Double Down on AI Capex 6:29
  22. Pressure Points: Meta 1Q'26 Earnings 4:10
  23. Pressure Points: Google 1Q'26 Earnings 5:04
  24. Pressure Points: Microsoft 3Q'26 Earnings 4:40
  25. Pressure Points: Amazon 1Q'26 Earnings 5:10
  26. Pressure Points: Tesla 1Q'26 Earnings 12:37
  27. Pressure Points: Tim Cook Stepping Down as Apple CEO 10:25
  28. Pressure Points: SpaceX IPO & Sovereign AI 34:46
  29. Pressure Points: Tesla Deliveries Preview - Q1 2026 10:27
  30. Pressure Points: Nvidia's GTC Keynote 2026 5:14
  31. Pressure Points: Apple's 50th Anniversary 12:56
  32. Pressure Points: Day 3 of New Apple Products - MacBook Neo 4:48
  33. Pressure Points: Apple's New Mac Lineup 8:25
  34. Pressure Points: New Apple Products - iPhone 17e & iPad Air 4:36
  35. Pressure Points: Nvidia 4Q'26 Earnings 10:41
  36. Pressure Points: Google 4Q'25 Earnings 7:17
  37. Pressure Points: Apple 1Q'26 Earnings 9:33
  38. Pressure Points: Tesla 4Q'25 Earnings 5:53
  39. Pressure Points: AI Trade Update - Jan 2026 7:42
  40. Pressure Points: Nvidia Sales to China 4:31
  41. Pressure Points: Changes at Apple 6:25
  42. Pressure Points: Apple AI's SVP, John Giannandrea, Retiring 3:28
  43. Pressure Points: Nvidia's China Opportunity 6:28
  44. Pressure Points: Tesla Shareholder Meeting 7:06
  45. Pressure Points: Amazon 3Q'25 Earnings 6:45
  46. Pressure Points: Apple 4Q'25 Earnings 7:23
  47. Pressure Points: Microsoft 1Q'26 Earnings 4:02
  48. Pressure Points: Meta 3Q'25 Earnings 7:06
  49. Pressure Points: Google 3Q'25 Earnings 6:30
  50. Pressure Points: State of the AI Trade - Google, Meta, Microsoft 4:59