On this episode of Okay, Computer. Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI (3:00). Why he is optimistic about Microsoft into the print (5:30). Gene calls Alphabet the single best investment idea in mega-cap tech as it relates to AI (10:30). Dan’s take on Alphabet vs. Microsoft (14:30). Why he says Meta needs to refocus their initiatives (16:00). The future of Threads (21:00). The most important thing to watch in Amazon’s quarter (26:15). Apple’s massive AI opportunity (30:00). Investors viewing Apple as a consumer staples company (35:45). A dark chapter for Tesla (36:50).
Please rate and review and share it with your friends as this will help people find it.
And as always we want to hear your feedback. Please hit us with any comments at contact@riskreversal.com, and follow us at @OkayComputerPod.
Learn more about how Current improves its members’ lives at current.com/okay
Learn more about Ro body: ro.co/okay