undefined

Gene Munster

Managing Partner at Loop Ventures, providing analysis of Nvidia''s earnings and the future of AI.

Top 10 podcasts with Gene Munster

Ranked by the Snipd community
undefined
28 snips
Dec 13, 2024 • 41min

Outlook for Big Tech and Trump's Economic Team

In a riveting discussion, Dan Ives, a Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, predict a $4 trillion valuation for tech giants boosted by AI innovations. They dive into Tesla's advancements in autonomous driving and the political shifts affecting market dynamics. Lisa Mateo adds her voice by delving into the media’s role in shaping business narratives. The trio uncovers both the immense potential and critical challenges facing the tech market and investors alike.
undefined
12 snips
Jan 30, 2025 • 44min

Apple Reports Results… And Market Impact From The Fed’s Rate-Cutting Pause 1/30/25

Gene Munster, Managing Partner at Deepwater Asset Management, shares his insights on Apple’s quarterly results, highlighting unexpected declines in iPhone sales and challenges in China due to local competition. He delves into market reactions following the Fed’s rate-cutting pause, discussing implications for broader tech stocks. Munster also emphasizes caution amid geopolitical tensions and tariffs affecting Apple's operations, while providing a hopeful outlook on the company's services revenue and growth potential beyond China.
undefined
10 snips
Feb 25, 2025 • 36min

Gene Munster: Nvidia Earnings Preview, Apple's $500 Billion AI Investment & Microsoft's Computing Conundrum

Gene Munster, managing partner at Deepwater Asset Management and a tech market expert, dives into the dynamics of tech investments. He discusses Apple's staggering $500 billion commitment to AI and its potential impact on the market. The conversation shifts to Microsoft’s surprising decision to cancel AI data center leases and what that means for their strategy. Anticipating Nvidia’s upcoming earnings report, they analyze investor sentiment amid rapid technology changes, focusing on long-term growth challenges for Nvidia stakeholders.
undefined
9 snips
Jan 27, 2025 • 20min

Global Tech Selloff, DeepSeek Buzz

Gene Munster, Managing Partner at Deepwater Asset Management with over 25 years in tech, and Josh Pantony, CEO of Boosted.ai, dive into the implications of a recent model from Chinese AI startup DeepSeek. They discuss the potential impact on industry giants like Nvidia and the challenges investors face in this fluctuating market. The conversation highlights the intersection of AI and investment strategies, exploring how machine learning can enhance portfolio management amidst ongoing geopolitical and technological uncertainties.
undefined
6 snips
Feb 2, 2024 • 56min

Bloomberg Surveillance: Tech in Focus and Jobs Report

Gene Munster, Sara House, Mona Mahajan, Mandeep Singh, and Anurag Rana discuss tech earnings, breaking jobs, Apple's cash flow, Meta's success and growth, implications of the latest jobs report, challenges and expectations in China, Meta's success in digital advertising, Apple's innovation trend and short-term growth prospects, tech companies' mention of AI on conference calls, VR headsets, trading platforms, cybersecurity, the resurgence of the cruising industry, and reflections on the pandemic's impact.
undefined
5 snips
Feb 27, 2025 • 23min

Gene Munster: Nvidia Earnings Key Takeaways

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.
undefined
5 snips
Oct 29, 2024 • 47min

McDonalds Sales Fall, US Tech Earnings

Michael Halen, a senior analyst at Bloomberg Intelligence, dissects McDonald's recent sales challenges, including an E. coli outbreak and competition pressures. Gene Munster shares insights on U.S. tech earnings, detailing the impact of AI on giants like Google. Neil Grossman offers a market outlook influenced by the upcoming elections, while Ellen Wald discusses how geopolitical factors are affecting global oil prices. Their conversations reveal dynamic strategies within the food and tech sectors, providing a roadmap for investors navigating current economic terrain.
undefined
Jan 24, 2024 • 59min

New Year, New AI Winners with Gene Munster | Okay, Computer.

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.
undefined
Jul 26, 2024 • 27min

Markets, PCE, and Obama Endorsement

Cam Dawson, CIO at NewEdge Wealth, analyzes market reactions to PCE data, while Neil Dutta from Renaissance Macro Research provides insights into the economic landscape. Greg Valliere, Chief US Policy Analyst at AGF Investments, discusses the impact of Obama’s endorsement of Kamala Harris amid shifting US political stances. Gene Munster, Managing Partner at Deepwater Asset Management, wraps up the conversation with a look at big tech earnings and the future of AI investments, keeping listeners engaged with industry trends and economic forecasts.
undefined
Jul 3, 2024 • 39min

Daybreak Special: Tech Trends with Ives and Munster

Tech experts Gene Munster and Dan Ives discuss AI's impact on tech companies, including NVIDIA's dominance. They analyze Apple and Tesla's growth potential with AI, the challenges of high valuations, and regulatory scrutiny in the tech industry. The episode explores long-term investment opportunities in the tech sector and future trends like AI-driven workloads and cybersecurity firms.