Gene Munster: Nvidia Earnings Key Takeaways

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 27 February 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Gene Munster delve into the disappointing near-term guidance for Nvidia, Apple's shareholder meeting and the impact of geopolitical factors on its stock, and Tesla's challenges amidst a three-year price war and competition in the EV market. The conversation also touches on Microsoft's underperformance and its AI strategy. Gene shares his insights on the long-term potential and current market expectations for these tech giants. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:59.6	All right, welcome to the risk reversal pod.
1:02.5	I'm Dan Nathan, joined by Gene Munster.
1:04.3	He is the founding partner of Deepwater Asset Management.
1:08.2	Gene, welcome back to the pod.
1:09.5	Great to be back.
1:10.5	We really appreciate this. This is a second time in a week.
1:12.8	We are recording this right after the open on Thursday.
1:15.9	Last night was Nvidia's results.
	...

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