
Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management | Okay, Computer. Podcast
RiskReversal Pod
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Introduction
Exploring major tech news such as NVIDIA's GTC conference, a potential collaboration among Apple, Google, and Gemini, and the effects of a proposed TikTok divestiture on US social media firms. The chapter emphasizes investor outlook, valuation, and the repercussions on the tech sector.
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Transcript


