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Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Aug 28, 2024
Gene Munster, founder and partner of Deepwater Asset Management, shares his expertise on the tech market's latest trends. He dives into NVIDIA's upcoming earnings report and analyzes the intense competition in the AI landscape among giants like Google and Microsoft. The discussion highlights Apple's anticipated product launch and its potential impacts on consumer interest. Additionally, Munster addresses Tesla's struggles in the evolving electric vehicle market and the challenges of meeting rising demand amid changing consumer preferences.
41:29
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Quick takeaways
- Nvidia's upcoming earnings report is anticipated to surpass expectations, indicating strong revenue growth amidst a competitive AI landscape.
- The mixed sentiments surrounding Apple's product announcements highlight both optimism for AI features and skepticism about consumer interest in new technology.
Deep dives
Nvidia's Earnings Expectations
The upcoming earnings report for Nvidia is anticipated to reveal significant revenue growth, with consensus estimates projecting a year-over-year increase of 111%. Predictions suggest that Nvidia may surpass these expectations, potentially reaching as high as 125% growth due to strong demand despite challenges like product delays. Analysts emphasize that the company's ongoing performance is viewed not only as a corporate event but also as a macroeconomic indicator affecting the broader market. The discussions surrounding Nvidia highlight the importance of their supply and demand narrative, particularly as the market looks for guidance on future production capabilities.
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