Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management
RiskReversal Pod
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Amazon: A Tough Year
Gene Munster: I'm in the camp that I think Amazon's going to have a tough few quarters here. He says there needs to be a substantial amount more of cost reduction out of the system. And then there's, of course, the macro is going to continue to pressure some consumer spending. But as you kind of fast forward into 24 and 25, he says, "the setup gets much better" Gene Munster: The rate environment doesn't make it easier investing in a stock like this.
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