RiskReversal Pod Nvidia Q1 Earnings Preview with Gene Munster
May 28, 2025
Gene Munster, Managing Partner at Deepwater Asset Management, shares his insights on NVIDIA's upcoming earnings and its AI dominance. He discusses OpenAI's notable acquisition of Jony Ive, along with the potential for innovative non-screen devices. The conversation shifts to Google’s advancements in AI-driven search and Tesla's recent challenges with deliveries amid stiff competition from BYD. Munster emphasizes the importance of long-term investment strategies while navigating the current tech landscape, filled with growth potential and market uncertainties.
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Nvidia's AI Growth Optimism
- Nvidia's AI hardware advantage is strong despite high GPU costs.
- Growth for calendar 2026 will likely exceed street expectations significantly.
Faster Market Recoveries Provide Confidence
- Market rebounds from big sell-offs are happening faster than in the past 15 years.
- This rapid recovery provides investors more psychological confidence to hold through volatility.
Nvidia's Trade Curbs Impact and Outlook
- Nvidia faces a $15 billion sales hit due to China trade curbs starting April.
- Despite this, easier comparisons in future years could boost fiscal 2027 growth estimates.