Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. <br/><br/><a href="https://deepwatermgmt.substack.com/s/pressure-points?utm_medium=podcast">deepwatermgmt.substack.com</a>
Pressure Points
Claim This Podcastby Deepwater Asset Management
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118 episodes
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Podcast Overview
Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. <br/><br/><a href="https://deepwatermgmt.substack.com/s/pressure-points?utm_medium=podcast">deepwatermgmt.substack.com</a>
Language
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Publishing Since
11/10/2023
1 verified contact email on file for Pressure Points
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Recent Episodes
July 23, 2026
Pressure Points: Intel's June Quarter Earnings
<p></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://deepwatermgmt.substack.com?utm_medium=podcast&utm_campaign=CTA_1">deepwatermgmt.substack.com</a>
July 22, 2026
Pressure Points: AI Trade Update: Google/Tesla Earnings
<p>So what did we learn about the AI trade from Google and Tesla earnings? The infrastructure trade is intact based on higher capex outlooks and margins have been under pressure. Overall, I still believe we’re in the 3rd inning.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://deepwatermgmt.substack.com?utm_medium=podcast&utm_campaign=CTA_1">deepwatermgmt.substack.com</a>
July 22, 2026
Pressure Points: Google’s June Quarter Earnings
<p>The massive Cloud beat got buried by higher capex guidance and expectations for lower Cloud margins going forward. As for Search, AI Mode monetization is beginning, which should be a long term growth driver.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://deepwatermgmt.substack.com?utm_medium=podcast&utm_campaign=CTA_1">deepwatermgmt.substack.com</a>
118 total episodes available
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This podcast updates weekly.
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