Deepwater Asset Management

Micron Shares Slipping 8% After Hours 'Bad News' But 'Good News' Is The AI Trade Is Intact, Says Gene Munster
Gene Munster On WWDC 2024 — AI Features 'Enough' To Move Growth Higher Than Expected: 'Today Was The Biggest Day For Apple Since iPhone Announcement'
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'
Gene Munster On WWDC 2024 — AI Features 'Enough' To Move Growth Higher Than Expected: 'Today Was The Biggest Day For Apple Since iPhone Announcement'
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'
As Nvidia Closes In On Apple's Market Cap, Munster Explains Why Cupertino Could Generate Better Returns Over Next Year
Believers Back Musk's xAI: Cathie Wood's Ark, Tesla Bull Munster Reveal Taking Stakes As 'The Elon Factor' Beckons

Deepwater Asset Management Recent News

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.
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.