Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Excess Returns
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How Deepwater Thinks About Interest Rates
Deepwater is not invested in NVIDIA undoubtedly AI is as big as the internet and we're just not comfortable with the valuation. Rainer or Morfics are a next-generation chip company they don't have any revenue right now but we think the stock the equity is cheap because ultimately we think that if they do get some velocity, this could be a company 50 hundred times bigger than it is today. People who are discounting growth back to the present will say all right this for the whole growth space you know you need a significant reevaluation.
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