In this episode of the RiskReversal Podcast, host Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management. The discussion centers around the dominance of major tech stocks, their rapidly evolving dynamics, and substantial capital expenditures, exemplified by an expected $300 billion increase next year. They delve into the transformative impact of artificial intelligence on markets, with Munster drawing parallels to the tech boom from 1995 to 2000. The conversation also covers geopolitical implications for U.S. tech firms, focusing on Nvidia's crucial role in the U.S.-China tech rivalry. The episode concludes with thoughts on Apple's upcoming launches, the potential for significant IPOs in the AI realm, and the broader economic factors influencing market strategies.
Show Notes
- ‘Absolutely immense’: the companies on the hook for the $3tn AI building boom (FT)
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