Tech Investor Gene Munster on MegaTrends

Written By Timmy Adami

August 28, 2024

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the implications of supply-demand dynamics, and the ongoing arms race among tech giants like Google, Amazon, and Microsoft in the AI sector. The conversation also covers Apple's upcoming September 9th event, where new product announcements could significantly impact consumer interest, and examines Tesla's current challenges amid a shifting electric vehicle market.

Timecodes:

  • 00:00 - Introduction

  • 01:30 - NVIDIA earnings preview

  • 09:45 - Discussion of AI market and potential bubble

  • 17:30 - Comparison of NVIDIA and Microsoft

  • 21:00 - Apple event preview and discussion

  • 30:35 - Tesla and EV market discussion

  • 37:50 - Elon Musk's role at SpaceX

Timmy Adami
Previous

Sam Lessin on Gen AI, Social Media & Entrepreneurship
Next

Dan Niles on Mag7 Guidance + Nvidia Earnings Preview