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Tech Investor Gene Munster on MegaTrends

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Manage episode 436603613 series 3292772
内容由Risk Reversal Media提供。所有播客内容(包括剧集、图形和播客描述)均由 Risk Reversal Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

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Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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Artwork
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Manage episode 436603613 series 3292772
内容由Risk Reversal Media提供。所有播客内容(包括剧集、图形和播客描述)均由 Risk Reversal Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

----

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @riskreversal on Twitter

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

  continue reading

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