2024's Biggest AI Winner Will Be... | Okay, Computer. Podcast

Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia, Microsoft, how interest rates impact tech stocks, Alphabet, Amazon, Meta, Apple, Tesla, and Gene’s AI bubble prediction.
Subscribe to our newsletter: riskreversalmedia.beehiiv.com...
Timecodes
0:00 - Intro
3:15 - Nvidia
10:15 - Microsoft
18:35 - Yield Impacts
20:40 - Alphabet
28:30 - Amazon
35:00 - Meta
40:10 - Apple
51:10 - Tesla
1:02:00 - AI Bubble
About: Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on the intersection of web2 and web3. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios. Okay, Computer. Podcast is hosted by Dan Nathan and Deirdre Bosa. Follow OkayComputerPod on Twitter.
---
View our show notes at RiskReversal.com
---
Email us at [e-mail] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Subscribe to our TH-cam Channel: / @riskreversalmedia

[@HelloWorld-hb7yt]

love this podcast.

[@mmm-cake]

lol the Apple Vision Pr0n 🤣🤣🚀🚀🚀🚀

[@21princemichael]

Anthropic is takeover target? Whats the symbol

[@vikrampatel6261]

Great .keep it up.I look forward to mkt call and okay computer.

[@crohmer]

how many times is Dan going to say "to me"

[@klovacka]

THE ONLY REASON I WATCH THIS CHANNEL IS TO TRADE THE REVERSE OF WHAT THESE GUYS SAY.

[@mdo5121]

sarcasm with a back handed compliment😂...and yet you can watch more videos with positive information.🤣

[@antball775]

I give Nvidia until there second quarter numbers then watch out that’s some high expectations to be living up to especially yoy

[@vijjreddy]

DON'T WORRY, APPLE WILL FIND ITS OWN SATYA NADELLA WHO WILL MOVE IT FORWARD TO 4..5 TRILLION... THAT IS WHAT HAPPENS WITH ALL GOOD COMPANIES...AT LEAST APPLE ESCAPED STAGNANT PERIOD LIKE THE ONE MICROSOFT WENT THROUGH

[@dh-uo4lt]

Keep pumping out videos, so I know what to not do. How’s your nvidia short going? For a guy with so many years of “experience” you sure don’t understand how market psychology works.

[@jacquesreilly1850]

You strike me as someone who will ride NVDA down 80% and never think of ringing the register.

[@DavidDedmon-pw8jz]

Dan is blinded by Elon rage. I hope he is still around in 3 years to behold what Tesla will have become.

[@MarketMaker23]

I sometimes want to sell my share too as I loath bombastic CEOs