
RiskReversal Pod Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management
Apr 25, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
Tesla: The Outlier in the Market?
01:43 • 3min
The Future of AI
05:12 • 2min
The Fed Funds Rate Going to 5% for the First Time in a Very Long Time
07:12 • 3min
Crypto Is Dead in America
10:22 • 3min
The Future of Cryptocurrency
12:56 • 2min
The Un-Oppressivist of a Broader Move Lower
14:48 • 2min
Square's Earnings Call
16:40 • 4min
The Discipline of Investing
20:39 • 6min
The Underperformance of Microsoft and Nvidia
26:34 • 4min
Google's Optimism on AI
30:49 • 4min
Google's Investing Case for Metaverse
34:43 • 3min
The Metaverse: The Future of AI and 3D TV
37:27 • 4min
Amazon: A Tough Year
41:52 • 3min
The Potential for the Most Volatility Post Report
44:29 • 3min
Apple's Consumer Staples Chapter
47:28 • 5min
Tesla's NASDAQ Is Up Nearly 20% From Its Lows
52:47 • 3min
Tesla Stock: A 30% Down Draft and Updraft
55:44 • 3min
Tesla's Cybertruck: The Future of Cars
59:02 • 4min
Tesla's Cybertruck: Is It Real?
01:03:07 • 2min
