Gene Munster: Nvidia Is In A ‘Great Place’ Heading Into Earnings

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday and the conundrum Apple has when it comes to third party Gen AI.
After the break, Deirdre Bosa joins Dan Nathan for an update on Ilya Sutskever and Jan Leike’s OpenAI departures, Deirdre’s report from Google I/O, will Apple pick the Gen AI winner when it comes to Google vs OpenAI and drama at Amazon.
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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View our show notes at RiskReversal.com
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[@tatianastarcic]

I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 64k.

[@HectorWhitney]

It’s going to be a wild year for these sectors, so you should def. invest in crypto. 60% of my portfolio is spread across tech stocks, crypto and Crypto/Gold ETFs.

[@ScottKindle-bk3hx]

well the crypto market is expected to do way better than any other equity sectors this 2024 especially with the SEC crypto ETF approval but it’s a volatile market nevertheless and if you’re new to it, it’s best to reach out to an experienced adviser for proper guidance.

[@nicolasbenson009]

Yes, my asset manager advised I spread further into mutual funds and crypto Etf and boy am I glad I did. The whole idea is: Don’t get too greedy and also to exit at the right time, so generally I do find having an adviser very helpful, because what Avg. Joe really has time to watch and comprehensively analyse the market.

[@SandraDave.]

could you recommend some good advisers? don’t get me wrong, I already have an asset manager, but he seems not to know much about crypto.

[@nicolasbenson009]

There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Melissa Terri Swayne” for about five aiyears now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@LoriRyland6]

It seems everyone is still relying too heavily on the charts now. Imho, when the ETF's stepped into Crypto it changed the game. The Bitcoin Baby has been born and will grow up fast. The Crypto Market now has a rubber stamp of approval. Wall Street is in the game now and It will become the store of value we have been talking about. The rules are already changing. We would have normally had a corrective retrace by now, yet Bitcoin has been steadily rising. The name of the game is getting out with profit, but when exactly to get out this Super Cycle is going to be a tricky one. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a nest egg of around 3.4Bitcoin to a decent 18Bitcoin in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[@redeyesband]

Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.

[@RobVizard-wo1xm]

From $7K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.

[@DavidMcgrady-mo9fi]

Please educate me, i'm willing to make consultations to improve my situation,

[@RobVizard-wo1xm]

Sonia campbell. understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch

[@DavidMcgrady-mo9fi]

Please how do I find this financial counselor?

[@DavidMcgrady-mo9fi]

@@RobVizard-wo1xm I'd love to know this mentor of yours

[@RobVizard-wo1xm]

she often interacts on Telegrams

[@Josephbasta827]

I lost over 60k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Patricia Annie Brooks.

[@AmandaStewart0908]

Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.

[@Rodriguezpaul-9]

You trade with Annie Brooks too? Wow that woman has been a blessing to me and my family.

[@DaveCulbertson]

YES!!! That's exactly her name (Annie Brooks) so many people have recommended highly about her and am just starting with her from Brisbane Australia🇦🇺

[@Brucelanham845]

I'm new at this, please how can I reach her?

[@Nguyenvictory83]

Her good reputation already speaks for her .I’m also one of the beneficiary of Annie Brooks. So happy I gave it a trial after being skeptic of the process.

[@tipoomaster]

Ok Computer, great segment name, I see you!

[@gregheinhomes]

I like Gene. He didn’t terrify retail traders in 2023.

[@MR_TOXIC_TROLL_989]

Revux is being mentioned everywhere - definitely a project to watch!

[@mikecranapple8878]

Sam Altman is becoming the biggest risk to humanity.

[@kraz007]

Much deeper dive than just CNBC

[@microbe_rz37-rn1dk]

Sound and fury signifying nothing.

[@Matthew.M.Stevick]

1:28 👏🏻 applying the fun new tech toys W

[@RamkumarSingh-nn8se]

Predicting 100x gains for Revux post-launch on major exchanges.

[@Tmanoj-io8iw]

Got a strong feeling Revux will go 100x once it hits Binance.

[@MH_gamer444]

Presales have the highest returns, and Revux is the best one I’ve seen.

[@midwestcannabis]

Party On with Gene🎉🎉

[@MONUGAMER-z4r]

Anyone else noticing the hype around Qventi? Feels like another Revux in the making.

[@PratyushaPattu-zr7lk]

Will Revux outpace XRP in the next pump? Looks promising!

[@Midnight-City]

Chat GPT-4o voice DOES sound like Scarlett Johansson. Can you say law suit ?

[@Aryan32459]

Reallocating to BTC and Revux, with some BNB and ADA.

[@CarlosMarulanda-f6f]

Come on Gene, TSM already said Apr was nuts.

[@midwestcannabis]

Nice guys🎉❤

[@MinotaurCreations]

Revux tip-off - this token is heading for the moon!

[@RM-nm3xn]

You guys just dead set on setting up your passive revenue streams 😒 But will there be enough eyeballs to patronize all of these 'pods'?

[@antball775]

It’s seems real risky to me that the market hangs in the balance of one stock looks bearish to me one slip up 👇🏾💥 as the yoy numbers start to come in we shall see

[@SteveEstrada-js9nu]

I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 69k.

[@Rachadrian]

It’s going to be a wild year for these sectors, so you should def. invest in crypto. 60% of my portfolio is spread across tech stocks, crypto and Crypto/Gold ETFs.

[@Dantursi1]

well the crypto market is expected to do way better than any other equity sectors this 2024 especially with the SEC crypto ETF approval but it’s a volatile market nevertheless and if you’re new to it, it’s best to reach out to an experienced adviser for proper guidance.

[@michaelschiemer3]

Yes, my asset manager advised I spread further into mutual funds and crypto Etf and boy am I glad I did. The whole idea is: Don’t get too greedy and also to exit at the right time, so generally I do find having an adviser very helpful, because what Avg. Joe really has time to watch and comprehensively analyse the market.

[@Quasoncaviness2]

could you recommend some good advisers? don’t get me wrong, I already have an asset manager, but he seems not to know much about crypto.

[@michaelschiemer3]

Amber Dawn Brummit is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment...