HeyJaredPressure Points
Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. deepwatermgmt.substack.com
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 24, 2026
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- Checking…
- Earliest in this view
- Jul 21, 2026
Latest episodes
Pressure Points: Meta Connect 2026 (opens the original)
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I expect shares of Meta to be flat to down on the Meta Connect keynote, given we didn’t get much on Muse adoption. What we got that was important is Zuck’s vision that all that matters to the company long term is Muse. Bad news for Google. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
Pressure Points: Apple's "Surprise and Shine" Event (opens the original)
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I went into today's Apple event thinking the foldable iPhone was going to be a rounding error for growth. After seeing the iPhone Duo, I’ve changed my mind. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
Pressure Points: Nvidia July Quarter Earnings (opens the original)
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Get ready for an AI tsunami. Nvidia’s CY27 revenue guide means the AI brain next year will be about 40% bigger than I thought 24 hours ago, which means the distribution will be greater than I previously expected. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
Pressure Points: Intel's June Quarter Earnings (opens the original)
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
Pressure Points: AI Trade Update: Google/Tesla Earnings (opens the original)
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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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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