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.

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Intro

00:00 • 4min

Tech Stocks and AI's Future

03:47 • 15min

Exploring Tech Giants: Nvidia, Microsoft, and Apple's Upcoming Event

19:11 • 5min

Examining Apple's iPhone Sales Expectations and Market Dynamics

23:45 • 5min

Financial Strategies and Market Implications in Tech

28:53 • 3min

Navigating the EV Landscape

31:29 • 10min