

New Year, New AI Winners with Gene Munster | Okay, Computer.
Jan 24, 2024
Gene Munster, Tech earnings preview analyst, joins Dan Nathan to discuss Nvidia, Microsoft, interest rates impact on tech stocks, Alphabet, Amazon, Meta, Apple, Tesla, and Gene's AI bubble prediction.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Exploring the Intersection of Trends in Private and Public Tech Markets
03:06 • 2min
AI's Impact on Industries and Stock Market
05:19 • 16min
Investing in AI for Mega Cap Companies - Google's Potential
21:20 • 13min
Investing in AI and the Complicated Relationship with Meta
34:26 • 5min
Apple's Future Plans: AI, Vision Pro, and More
39:23 • 18min
Predicting an AI Bubble and Exploring Investment Opportunities
57:34 • 2min