Gene Munster: Nvidia Earnings Key Takeaways

Written By Timmy Adami

February 27, 2025

Dan Nathan and Gene Munster delve into the disappointing near-term guidance for Nvidia, Apple's shareholder meeting and the impact of geopolitical factors on its stock, and Tesla's challenges amidst a three-year price war and competition in the EV market. The conversation also touches on Microsoft's underperformance and its AI strategy. Gene shares his insights on the long-term potential and current market expectations for these tech giants.

Timecodes

0:00 - Nvidia Earnings

10:53 - Apple Shareholder Vote

18:12 - Tesla & Microsoft

Timmy Adami
Previous

Tom Lee Is "Perma-Right" When It Comes To Markets
Next

Nvidia Earnings On Tap, Meme Stock Mania & DEI Demands