Mag7 Q3 Earnings Preview with Gene Munster

Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI. Why he is optimistic about Microsoft into the print. Gene calls Alphabet the single best investment idea in mega-cap tech as it relates to AI. Dan’s take on Alphabet vs. Microsoft. Why he says Meta needs to refocus their initiatives. The future of Threads. The most important thing to watch in Amazon’s quarter. Apple’s massive AI opportunity. Investors viewing Apple as a consumer staples company. A dark chapter for Tesla.

Timecodes
0:00 - AI Paradigm Shift
3:20 - Microsoft
10:00 - Google
16:40 - Meta
26:55 - Amazon
31:30 - Apple
39:30 - Tesla


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.

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Learn more about Ro body: ro.co/okay

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