Deepwater Asset Management

Waymo Maybe Too Small For Alphabet Investors To Care About Today, But The Self-Driving Spinoff's Could Be Valued At $850B By 20230, Says Gene Munster

Tesla Stock Has Spiked Over 60% Since Earnings, Gene Munster Says These 2 Key Catalysts Will Spur Future Growth For EV Giant

Google's Project Jarvis And Jeff Bezos-Backed Anthropic Are Just 'Scratching The Surface' Of Agentic Browsing Tech, Says Gene Munster

Tesla Stock Has Spiked Over 60% Since Earnings, Gene Munster Says These 2 Key Catalysts Will Spur Future Growth For EV Giant

Google's Project Jarvis And Jeff Bezos-Backed Anthropic Are Just 'Scratching The Surface' Of Agentic Browsing Tech, Says Gene Munster

Nvidia Stock Surges As AI Dominance Fuels Long-Term Bull Run: Gene Munster Waves Green Flag

Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On

Nvidia Stock Surges As AI Dominance Fuels Long-Term Bull Run: Gene Munster Waves Green Flag

Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On

Tesla Q3 Deliveries 'Step In The Right Direction': Analyst Says More 'Heavy Lifting' Needed From Elon Musk To Turn Growth Story Around

EXCLUSIVE: Apple's iPhone 16 Launch Will Be 'Disappointment Before The Excitement,' Gene Munster Says

Deepwater Asset Management Recent News

Gene Munster Downgrades Estimates In Light Of 'EV Winter,' Sees Electric Vehicles Accounting For Just 25% Of New Car Sales In 2030

Deepwater Asset Management Managing Partner Gene Munster now expects electric vehicles to account for only 25% of new car sales in the U.S. in 2030, down from his earlier forecast of 50%.

What Bears And Bulls Think On Nvidia Is Irrelevant, Says Gene Munster Because 'AI Will Be Bigger Than The Internet'

Gene Munster, managing partner at Deepwater Asset Management, shared insights on NVIDIA Corp. earnings and artificial intelligence potential on X. "The bears will say $NVDA earnings were good but not great," he wrote on Wednesday.

Nvidia's 'Hyperfocused' Investors Might Trigger Negative Stock Trend After Earnings, Says Gene Munster: Here's Why

As NVIDIA Corp prepares for its upcoming earnings report on Wednesday, Gene Munster, managing partner at Deepwater Asset Management, offers insights into the tech giant's future. Despite potential short-term setbacks, Munster foresees sustained growth for Nvidia through 2026.

Microsoft Azure Miss To Lead To Dip In AI Stocks, But The Trade Remains Strong, Predicts Gene Munster — Increased Redmond Capex 'Good News' For Nvidia, TSMC

Deepwater Asset Management's Managing Partner Gene Munster has forecasted a potential downturn in AI stocks due to Microsoft's Azure underperformance. Despite this, Munster remains optimistic about the AI sector's future.

Micron Shares Slipping 8% After Hours 'Bad News' But 'Good News' Is The AI Trade Is Intact, Says Gene Munster

Micron Technology Inc. experienced a significant drop of nearly 8% in after-hours trading, following its latest earnings report. However, Gene Munster, the managing partner at Deepwater Asset Management, remains optimistic about the company's AI prospects.

Gene Munster On WWDC 2024 — AI Features 'Enough' To Move Growth Higher Than Expected: 'Today Was The Biggest Day For Apple Since iPhone Announcement'

Gene Munster, managing partner at Deepwater Asset Management, expressed confidence that Apple's new AI features unveiled at WWDC 2024 could drive hardware upgrades and exceed growth estimates over the next few years.

Apple Has 1 Shot To Nail 'Paradigm Shift' Opportunity, Change The Way We Engage With AI, Gene Munster Says: 'If They Miss This They're In Trouble'

Apple is working on an overhaul of one of its products that could completely change the way a lot of the world engages with artificial intelligence, according to Deepwater Asset Management's Gene Munster.

As Nvidia Closes In On Apple's Market Cap, Munster Explains Why Cupertino Could Generate Better Returns Over Next Year

The view is in line with his previous prediction that the AI bubble will last for about three to five years.

Believers Back Musk's xAI: Cathie Wood's Ark, Tesla Bull Munster Reveal Taking Stakes As 'The Elon Factor' Beckons

Wood, a staunch supporter of Musk, has dubbed him the "Renaissance Man" and strongly believes in the potential of artificial general intelligence.

'Nvidia Party Is Turning Into A Rager,' Says Analyst After Chipmaker's Q1 Beat That Sent Stock Soaring Past $1,000 In After-Hours Trading

Nvidia hasn't crumbled under the weight of elevated expectations and once again proved its AI-induced momentum will last longer.

Will Nvidia Q1 Print Disappoint? Munster Sees Near-Term Hit From 'Osborne Effect' But Says AI Stalwart Will 'Grow Faster For Longer'

As Nvidia awaits its next major AI accelerator chip launch, an analyst weighed in on whether Q1 results will be marred by Osborne Effect.

Google Is 6 Months Behind ChatGPT-Parent OpenAI In Artificial Intelligence But 'About 5 Years Ahead Of Everyone Else,' Says Gene Munster

Munster noted that Google is approximately six months behind OpenAI in terms of AI development, but is still about five years ahead of the rest of the industry. He observed that Google's AI progress is evident in its generative and agentic AI technologies.

Google's Search Business Could Be Challenged By OpenAI, Says Gene Munster: 'It's A Function Of Time'

Gene Munster, a tech analyst at Deepwater Asset Management, predicts that OpenAI could become a significant competitor to Google in the search business, despite its ties with Microsoft. Munster's forecast follows reports of a potential partnership between Apple and OpenAI.

'Biggest Upgrade In Siri's 13-Year History:' Top Analyst Strikes Bullish Note On Apple Inching Closer To Powering Its Virtual Assistant With OpenAI's ChatGPT

Top analyst Gene Munster thinks Apple's OpenAI partnership will deliver the "biggest upgrade" in Siri's history.

Prominent Apple Bull Reveals Surprise Takeaway From Apple's iPad Launch: Tim Cook's AI Ambitions Now 'Lot Faster...With Announcement Of M4 Chip'

Prominent Apple bull Gene Munster has highlighted a "surprise takeaway" regarding Tim Cook's AI ambitions after the iPad launch.

Tim Cook Kicked Off iPad Event By Hyping Up Apple Vision Pro, Top Analyst Says It's 'Just A Reminder' While Jim Cramer Says 'It's Not A Bust'

Apple CEO Tim Cook's repeated emphasis on Vision Pro at events poins at the company being "all in" on the product, said Gene Munster.

Gene Munster's Take On Apple's Q2 Beat, June Quarter Guidance: 'Things Get Easier For Apple In The Back Half Of Year'

Apple could be close to an inflection in fundamentals, going by the company's June quarter guidance and management commentary on the call.

Meta's Stock Plunge After Q1 Numbers An 'Overreaction' To Zuckerberg's CapEx Move, Says Gene Munster: 'He Wants to Get Investors on the Same Page

Mark Zuckerberg's announcement about increasing AI investments caused Meta Platforms' stock to drop by 17%, though expert Gene Munster considers the market's reaction an overreaction.

Netflix Stock Tumbles: Analyst Says Streaming Giant 'Doing Everything Right' But Growth Factor Doesn't Meet 'Hurdle For True Tech Company'

The company faces tougher comparisons starting in the third quarter, which would mark the anniversary of its password-sharing crackdown efforts, an analyst said.

Elon Musk's FSD Is The End Of Manual Driving? Tesla Bull Gene Munster Believes 'Somebody Born Today Is Probably Never Going To Drive A Car'

Tesla has decided to reduce the price of its 'full self-driving' subscription by half to $99 per month. This decision has led Gene Munster, Managing Partner at Deepwater Asset Management, to predict the end of manual driving.

AI To Transcend Inflation? Deepwater's Gene Munster And Doug Clinton Weigh Tech's Fate Amid Economic Uncertainties

In a recent DeepTech315 episode, Deepwater Asset Management's managing partners Doug Clinton and Gene Munster discussed the intertwined futures of inflation, artificial intelligence, and the tech market, emphasizing AI's potential to drive a sustained bull market despite economic uncertainties.

What's Next For Nvidia As Stock Enters Correction Zone? Munster Singles Out Crucial Question Market Has About AI Ahead Of Inflation Data

Munster expressed more confidence in Nvidia, asserting, "If you think about the chips, NVIDIA still has [a] multi-year lead."

Will March Inflation Data Break Tech Rally's Back? Why Wall Street's 'Dean Of Valuation' And Gene Munster Are Worried, But Paul Krugman And Other Economists Are Not

Economists generally predict a slight slowdown in the month-over-month inflation rate, with consumer prices and the core reading potentially rising by 0.3% in March compared to 0.4% in February.