Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management
RiskReversal Pod
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The Underperformance of Microsoft and Nvidia
Gene Munster: In part, because I think just the theme around AI, it's hard to under hype it just for the long term. He says investors are going to want to hear probably from Microsoft more than any other big tech company about when they're going to start to see an impact. The integration of generative AI within their products is going to be something products features that we'll all embrace and love," he says. But "I think it's going to take a year plus before some of those features actually become additive" MUNSTER: Let's talk about the Google, the alphabet that reports also tomorrow night. That would be Tuesday by the time you're listening, it
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