Deepwater's Gene Munster says today was 'underwhelming' for Microsoft

Gene Munster, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss the AI trade and Microsoft's tech event.

[@marcus3of5]

The way I see it some of these guys have such large holdings in Google and Apple they need things to stay status quo. Microsoft advancing as fast as they are it's unsettling.

[@jrmayberry3536]

Microsoft isn't stupid. They see the OpenAI drama. They will do things to mitigate the risk.

[@klwback]

where is Apples AI strategy. You just said its going to be with OpenAI which is owned by Microsoft. How is that not a strategy that benefits Microsoft.

[@MatthewMS.]

Also the Opan AI team is like this giant soap opera and Sam Altman seems like a satire theatre kid sell me this pen 🖊️ vibes? I don’t know.

[@ronsilva7394]

This guy will talk it up while selling his positions .

[@MatthewMS.]

Yeah ok it’s all a giant conspiracy

[@MatthewMS.]

Yeah a “AI PC” not feeling that, I like it on my phone, for personal use… and the “Intel and AMD” chip usage jumped out. Not feeling it. I am rethinking MSFT from that.

[@mmercato7174]

Intel and AMD are cheaper Than Nvda !

[@frederickgivens1569]

cheaper for a reason

[@lisbethsalander1723]

AMD is not cheaper.

[@calvinj5639]

If you think you know something that the overall markets don't (buying AMD&Intel since it's "cheaper") then maybe what you "know" is nothing at all

[@calvinj5639]

@@lisbethsalander1723 Exactly. These are the same type of people that say they will sell now so they can buy after a stock split at a "cheaper price"

[@Joe-nj8py]

TSM