RiskReversal Pod
Gene Munster: Nvidia Earnings Key Takeaways
Feb 27, 2025
Gene Munster, founding partner of Deepwater Asset Management, shares his expertise on Nvidia, Apple, and Tesla. He discusses Nvidia's disappointing near-term guidance and its long-term growth potential amidst cautious market optimism. The conversation shifts to Apple's recent shareholder meeting and geopolitical challenges affecting its stock. Munster also highlights Tesla’s ongoing price war and competition in the EV space, alongside Microsoft’s AI strategy and underperformance, offering a comprehensive view of the tech landscape.
22:30
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Quick takeaways
- Nvidia's disappointing near-term guidance indicates challenges ahead, raising concerns about revenue and margin expectations amidst a slower growth trajectory.
- Apple's recent downgrade due to weak iPhone demand and geopolitical tensions suggests potential opportunities for investors ahead of new product launches.
Deep dives
NVIDIA's Mixed Performance and Future Expectations
NVIDIA's recent earnings call highlighted a lackluster guidance that disappointed investors, with expectations of lower revenue and margins for the upcoming quarter. The company guided a margin of 71%, slightly below the street consensus of 72%, indicating potential challenges ahead. Despite optimistic long-term projections, the immediate outlook suggests a slower growth trajectory following a period of exceptional performance. Investors may have to adjust their expectations, as significant increases in computational demand necessary for artificial intelligence applications were discussed, but the timeline for these gains remains uncertain.
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