Gene Munster

In this engaging conversation, Gene Munster, a seasoned venture investor, and Doug Clinton, co-founder of Intelligent Alpha, delve into the future of AI and technology. They argue that the AI bull market has plenty of room to grow, despite skeptics. Key insights include predictions of NASDAQ returns post-2026, the potential outperformance of small-cap tech, and expected surges in AI capital spending. The duo also explores Apple’s evolving AI strategy and the intense competition among tech giants, highlighting the transformative impact of AI on market dynamics.

Jason Robbins, CEO of DraftKings, discusses the company's strategic partnership with Disney and its plans for prediction markets, emphasizing cautious growth. Alexandra Mertz, a long-time Tesla shareholder, shares insights from Tesla’s meeting about Musk's $1 trillion pay package and the implications of key-man risks. Gene Munster analyzes Tesla's ambitious production goals while addressing investor concerns over AI infrastructure spending. The conversation weaves through bold tech promises and market reactions, sparking lively debate.

Gene Munster, a veteran tech investor, and Doug Clinton, founder of Intelligent Alpha, dive into AI's booming potential. They discuss why AI is in the early stages of a bull market and its transformative effects on jobs and markets. Topics include the impact of AI on corporate profitability, Doug's unique framework for future job roles, and the advantages of AI in portfolio management. They also explore competing AI model providers, energy considerations for AI growth, and the long-term prospects for tech giants like Apple and Tesla.

Gene Munster, Managing Partner at Deepwater Asset Management and tech analyst, teams up with Dan Ives, Global Head of Tech Research at Wedbush Securities, to discuss the future of technology. They emphasize the ongoing growth of AI, comparing it to early innings in a game. Munster highlights NVIDIA's pivotal role in AI advancements. Both predict strong performance from various tech giants, including a favorable outlook for Tesla driven by autonomy innovations. They also suggest that small-cap tech is set to outshine larger players in the coming year.

Gene Munster, managing partner at Deepwater Asset Management, shares keen insights on tech earnings and AI capex trends. He discusses how major players like Google and NVIDIA stand out in the AI landscape while others falter. The conversation also takes a turn towards Netflix's interest in acquiring Warner Bros assets, weighing the strategic implications and challenges of integration. With the market wrapping up a strong October, Munster captures the key tech dynamics driving today's investment landscape.

Gene Munster, Managing Partner at Deepwater Asset Management, shares his insights on the current stock market turmoil. He tackles the performance of major players like Tesla and Google, uncovering the complexities of their market dynamics amid economic uncertainties. Gene reflects on personal challenges in market predictions and highlights the influence of tariffs, trade wars, and AI advancements on corporate operations. They discuss how evolving user preferences might impact Google's business model and the future prospects for AI and robotics.

Dan Ives, Global Head of Tech Research at Wedbush, and Gene Munster, Managing Partner at Deepwater Asset Management, dive into the future of Big Tech and AI. Ives sees sustained growth in AI monetization, while Munster emphasizes NVIDIA's central role in this landscape. They discuss the competitive edge NVIDIA holds and whether the high valuations of the Magnificent Seven are justified. The duo also explores Tesla's focus on autonomy, the significance of hyperscalers, and which small-cap techs could emerge as key players in 2026.

Jim Caron, Chief Investment Officer at Morgan Stanley, discusses the disconnect between market valuations and the actual economy, warning of potential fragility due to rising household equity ownership. Gene Munster, Managing Partner at Deepwater Asset Management, highlights Apple's promising iPhone demand and the anticipation for its AI initiatives, while cautioning about its regulatory challenges. Winnie Cisar from CreditSights analyzes Meta's significant bond sale and its implications for AI-driven debt financing, pointing out potential risks for corporate credit. Ed Mills, Washington policy analyst, evaluates recent US-China tech diplomacy and its effects on the semiconductor sector.

Gene Munster, co-founder of Deepwater Asset Management, delves into the recent talent shifts from Apple to Meta, signaling a new strategy in tech recruitment. He also critiques Meta's metaverse losses and the pivot towards AI-enabled wearables. Jimmy Lee shares insights on market forecasts and discusses the potential for the S&P 500 to hit 7000, while considering implications of Federal Reserve policies. Lastly, Jeanette Neumann reveals how Ulta's strong quarterly sales stem from effective loyalty programs and strategic expansion in suburban markets.

Gene Munster, founder of Deepwater Asset Management and a respected tech analyst, joins for a lively discussion on the latest iPhone release and its potential impact on Apple's earnings. He dives into Nvidia's $5 billion investment in Intel, highlighting its strategic significance amid U.S.-China trade tensions. The conversation also explores Nvidia's $900 million acquihire for AI advancements. Finally, they debate TikTok's algorithm control and its implications for data privacy, making clear its crucial role in the evolving tech landscape.