Deepwater Asset Management

Prominent Apple Bull Reveals Surprise Takeaway From Apple's iPad Launch: Tim Cook's AI Ambitions Now 'Lot Faster...With Announcement Of M4 Chip'
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'
Gene Munster's Take On Apple's Q2 Beat, June Quarter Guidance: 'Things Get Easier For Apple In The Back Half Of Year'
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'
Gene Munster's Take On Apple's Q2 Beat, June Quarter Guidance: 'Things Get Easier For Apple In The Back Half Of Year'
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
Netflix Stock Tumbles: Analyst Says Streaming Giant 'Doing Everything Right' But Growth Factor Doesn't Meet 'Hurdle For True Tech Company'

Deepwater Asset Management Recent News

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.
Tesla Catches Analysts Off Guard With 'Kitchen Sink' Q1: Why This Fund Manager Says It's 'Hard To Be Bullish' On EV Giant's Stock
Deepwater Asset Management's Gene Munster said Tesla's first-quarter sales caught him off guard, as he was bracing for flattish sales year-over-year
Tesla Analysts Size Up Ugly Q1 Numbers: Disaster, Train Wreck, Horror Show, Nightmare — Will Storm Pass Or Are Darker Days Ahead?
Tesla posted its first year-over-year decline in deliveries since 2020 on Tuesday, which sparked a selloff in shares. The EV maker said the decline in volumes was partially due to the production ramp of the updated Model 3, as well as factory shutdowns resulting from the Red Sea conflict and an arson attack at its German gigafactory.
Tesla Bull Gene Munster Points To Palantir Co-Founder's Firm Pursuing $2B Valuation, Says 'Early Stages Bull Market' Preceding AI Bubble
Gene Munster suggests the AI market is in an early bull stage, poised for significant growth before ending in a bubble, citing the valuation surge of Peter Thiel-backed AI startup, Cognition Labs.
Tim Cook's AI Focus At WWDC Will Be 'Biggest Change In Apple's Operating System Design' Since 1980s, Says Top Analyst Gene Munster: 'Monumental Day'
Gene Munster thinks Apple will add a dose of AI across its suite of software, with iOS 18 in the spotlight in particular.
Prominent Apple Bull Just Revealed That His Firm Does Not, In Fact, Own Any Apple Stock Right Now: 'But ... This Is The One We Continue To Believe In'
Gene Munster has consistently advocated for Apple in various media appearances, social media posts, and research notes.
Tim Cook's Recent Visit To China Was To Send Out A Clear Message To Xi Jinping, Says Top Analyst: 'Apple Is Committed To China'
Gene Munster believes there was a wider message Apple CEO Tim Cook tried to deliver to Xi Jinping administration with his latest China visit.
Is Apple's Antitrust Suit A Gift For Loyalists? Jim Cramer Reminds Investors How DOJ Created 'Gigantic Buying Opportunity' Going After Microsoft 25 Years Ago
Cramer expressed more frustration with Apple investors who sold out of the stock due to the antitrust overhang than with the DOJ.
Ahead Of Reddit's Market Debut, Munster Expresses Uneasiness Over IPO Pricing: 'Grab The Popcorn, Throw Out The Fundamentals'
Reddit's IPO price suggests the stock is priced at a premium over fellow social-media stocks Snap and Pinterest, says Gene Munster.
Gene Munster Agrees With Dan Nathan's Views That These 2 Magnificent 7 Companies Are AI Underdogs: 'I Believe That Will Change'
Gene Munster and Dan Nathan discuss Apple and Alphabet's potential shift from AI underdogs to industry leaders, amid speculation of strategic partnerships and evolving AI capabilities.
Gene Munster Says US Government Likely To Block Top AI Firms From Foreign Funding Over National Security, Calls AI 'The Next Arms Race'
Gene Munster raises concerns over the potential national security implications of Saudi Arabia's $40 billion AI investment, highlighting the risk of foreign investments triggering a response from the U.S. government's Committee on Foreign Investment.
Deepwater's Doug Clinton Counters Gene Munster's View, Says TikTok's 'Most Likely Outcome Is A Sale'
Deepwater Asset Management's Doug Clinton expresses differing views from colleague Gene Munster on the potential outcome of the TikTok ban, with Clinton disagreeing on the likelihood of a sale amid national security concerns.
What Do Nvidia And Inflation Have In Common? Munster Says Their Growth Will Be 'Higher For Longer' But 'Bust Is Going To Be Epic'
During an interview with CNBC, Munster expressed confidence in the numerous $1,000 price targets set by analysts for Nvidia following its earnings report.
'Elon Musk Is 80% Genius, 20% Master Of Good Luck:' Munster Tells How Tesla CEO's Twitter Purchase Will Skyrocket His Wealth
According to Munster, Twitter's data will train xAI, which will end up increasing its value to hundreds of billions of dollars.
Nvidia Shares 'Are Going Higher' In AI Growth Frenzy If Next 5 Years Stay The Course, Says Gene Munster: $180B Revenue By 2028
Will Nvidia's Mouthwatering Rally Hit A Wall? Fund Manager Says AI Stalwart Poised To 'Grow Higher For Longer' Ahead Of Q4 Results
Munster pointed out that the stock has surged approximately 200% in the past year, catapulting Nvidia to the position of the third-largest valued tech company.
Apple Is Playing It Cool In AI Race, But Top Fund Manager Says It May Be Priming To Lead Another 'Revolution'
Apple's delayed AI foray shouldn't worry investors as it would ultimately make it big, given its massive ecosystem of users, according to a fund manager.
Tim Cook Mentions AI For First Time In Prepared Remarks On Earnings Call, Munster Says 'Welcome Apple To Generative AI Steamroller'
Apple reported Q1 beat but the stock shed 3%+ in after-hours on China weakness and a lackluster guidance but one thing got an venture capitalist excited.
'Big Week For Big Tech,' Says Munster, As He Details 'Pressure Points' For The 'Magnificent 7'
Tech giants report earnings this week, including Apple, Microsoft, Alphabet, Meta and Amazon. Gene Munster predicts pressure points for each.
Ahead Of Tesla's Q4 Earnings, Analyst Positive Despite Muted Outlook For Margin, New Product Ramp-up
A Tesla bull concedes that near-term is a cause of worry, although he remains positive regarding the long-term fundamentals.
Why Sub-$50B Tech Could Outshine 'Magnificent Seven' In 2024, According To Munster: Could These 5 Stocks Fit The Bill?
On Wednesday, while emerging tech stocks recorded an average increase of 9.3%, the "Magnificent Seven" posted a modest 1.1% gain, Munster said. 
Tech Enthusiasts, Looking For The Perfect Holiday Gift? Munster Has These Recommendations For You
With the holiday season in full swing, Gene Munster's Deepwater Asset Management has offered its annual gift ideas.