Gene Munster

Dan Nathan chats with Gene Munster, a leading expert from Deepwater Asset Management, who dives into the recent drops in the S&P and Nasdaq. They explore if these changes signal a tech crash and discuss how tariffs between the U.S. and China are adding to market volatility. Gene shares insights on major tech stocks like Apple and Tesla, emphasizing the impact of investor psychology and external factors. Plus, they analyze NVIDIA's potential amidst market fluctuations, considering AI's growing influence and the challenges it faces.

Gene Munster, Managing Partner at Deep Water Asset Management, provides keen insights on the tech market dynamics. He discusses the recent surge in Tesla's stock and NVIDIA's pivotal GTC event. Gene dives into the effects of potential tariffs on tech giants and explores Apple's innovation challenges, including Siri delays. He also addresses CoreWeave's IPO concerns and the shifting landscape of AI development. The conversation culminates in analyzing Google's competition and the innovative strides of X (formerly Twitter) in the face of rising market pressures.