Big Tech Q1 Earnings Preview with Gene Munster | Okay, Computer. Tech Investing Podcast

Managing Partner at Deepwater Asset Management Gene Munster is back on the pod to preview Big Tech earnings. Netflix stock falls on soft guidance & reporting changes. We preview quarterly earnings reports for: Tesla, Meta, Alphabet, Microsoft, Amazon and Apple. The guys wrap with a discussion on what’s happened to TikTok "Ban”.
Follow Gene on X: x.com/munster_gene
Timecodes
0:00 - Intro
2:30 - Netflix
7:45 - Tesla
16:15 - Meta
23:45 - Google
37:45 - Microsoft
43:00 - Amazon
47:15 - Apple
57:45 - TikTok "Ban"
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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[@daloriscutone6380]

As a beginner which ETFs should I consider, and what portion of my funds should I allocate to them? thank you.

[@amgengroup5352]

I go 67% growth/income, and 33% income/dividend growth. So growth portion consists of 67% of overall portfolio and has VGT, SOXX, and JEPQ with 2/3 VGT, and 1/3 in the others. Then income portion is 50% SCHD, 25% JEPI, and 25% MAIN. Your mileage may vary, and do your own research. So six total symbols VGT, SOXX, JEPQ, SCHD, JEPI, and MAIN. This portfolio is not for the meek. It's higher risk higher reward, but totally worth it in my opinion. Personally I put down 2.5m$ on few ETFs, still diversifying. it was this time last year I made my first million with a liquid 200k. handed it to a trader here in CA, I get weekly pay out which I put back on long term ETF's. Google will be a huge buy for me when the market bottoms.

[@daloriscutone6380]

Good picks, Smart strategy for beginners, Please share this Expert with me.

[@amgengroup5352]

She is Katherine Elizabeth Humphreys look her up online

[@harlibassham8187]

I've known Kath since my early days as an investor. She trades for me and advised me to diversify dividends to 50% FXAIX, 25% SCHD, and 25% QQQM, which has been great. I highly recommend her.

[@jasminemccumber4694]

Katherine !! I know her from my early days as an investor. She's brilliant and patient. Many of my colleagues have worked with her, and I highly recommend her.

[@unconcerned1]

Investors are still in denial about the fundamentals of the economy. They expect rares will soon be cut and believe the topline GDP numbers signal a strong economy. However, they dont. Credit card balences are maxed out, more credit is hard to come by for consumers, a ton of companies are about to beforced into refinancing their debs at far higher interest and the regional bank backstop program is out this month. There's also the fact that inflation ticks higher than expected every single time the markets believe a rate cut is around the corner and a rate cut would cause a surge in inflation. The fed sees this stuff, guys. The only wild card for us investors is to actively engage the market by trading, we always over complicate things when we speculate. It's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Tobias Hawke, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[@unconcerned1]

Tobias Hawke program is widely available online..

[@malena18ma]

Exploring new investment opportunities demonstrates your proactive stance towards financial growth during these volatile times. Diversifying your portfolio can play a crucial role in effectiveIy mitigating risks..

[@bongogames3992]

I think you basically just have to research and study what kind of assets you want to Invest in.

[@nad1000sm]

Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Tobias insights. It's akin to finding a diamond in a coal mine.

[@kezzy7]

Tobias gave me the autonomy I need to learn at my own pace and ask questions when I need to he’s so accommodating.

[@colemantube4935]

I'll be there with popcorn 🥳🍿....Thanks for the DD!!

[@georgesand6958]

Thank you.

[@nickynick1014]

Level headed discussion

[@brycetidwell7193]

They should put ads on the results page or make it similar to KZbin. Every so often a KZbin commercial pops up interrupting the results discovery or reading of the results.

[@gooldii1]

Gene is a fit Guy

[@waggingtongue]

The pay package is simple. Stockhollders made an agreement with Elon, they set the bar and Elon crushed it. Honor your end of the deal. That simple. Elon did his job and without him the company doesnt exist. Honor your agreement.

[@prolific1518]

Elon destroyed Tesla.

[@MatthewMS.]

Elon stole many billions from his fanboys. Eventually there will be a movie.

[@keto6789]

@@prolific1518 Nope

[@prolific1518]

@@keto6789 he literally alienated his customers. Right wingers don't buy EVs buddy. He thought he could diss his US consumers because China would carry him. Then he lost China.

[@ICDeadPeeps]

@@prolific1518 I know a lot of registered Independents and Lefties that still bought Teslas regardless. He only alienated the far-left, and they don't represent a huge segment of the U.S. population.

[@OakhillSailor]

I think Google will show good youtube numbers yoy. Can’t wait for it to be called expensive. Just a retired Goldman here…may have lost my touch. ;(

[@fatal9998]

you guys are great not too many people pay attention to what is coming soon with AI. we are going to see the search online change more and more over time.

[@LumenMichaelOne]

"not too many people pay attention to what is coming soon with AI." Everybody on The Fockn 🌍 are "pay(ing) attention to what is coming with AI." Everybody. Nobody wants to talk about Bitcoin anymore because it has ALL shifted to AI ... ... ... junior ... 😐

[@kylepatterson4793]

Where was the Tesla analysis?

[@InvestingWithAdamK]

Good morning. Thanks for the video. Former CME trader here. In terms of Tesla I am actually picking some up going into earnings. Sentiment is so bad that’s when I like to get into things. Keep in mind I am not not not an Elon fan. I’m sure it can go lower but there’s enough negativity out there to make it attractive to me

[@brycetidwell7193]

The pay package was already agreed upon and he worked very hard even sleeping in the factory and did wonders with the value of the company up until after the removal of the agreed upon pay package.. Model Y is the number one selling car in the world. Cyber Truck, the Semi, Dojo Super computer, Megapack energy storage. Full Self Driving beginning to work. It would be an injustice to be an Indian giver.

[@mikeye9]

Please bring back Dan Niles! Dan squared is the best!

[@vaneh6982]

Tsla was risk to upside since alot of it was priced in while it fell so much into earnings..sure enough..earnings failed but stock leaped 13.5% in aftermarket

[@mmm-cake]

👌

[@marjorietench3925]

What does “freaked out mean”? Good or bad?

[@LumenMichaelOne]

Wun must look within ... my child ... 🙎

[@darrenhere5856]

i am sure people will line up to wrap and EMF headband around there brains... what could possibly go wrong.

[@shrichaudhary]

Dan, I respect your take. I watch you on CNBC fast money segment quite often. I’m sorry to say that I frequently cannot follow your final trade. You speak too fast you mumble sometimes and I can’t tell whether you are buy or sell or do something else so please go slow and say clearly what your final trade is.

[@jeffstrong4580]

TSLA earnings aftermarket. EV sales is all crap right now. New EV news from TSLA won't change negative sentiment now. It will tank the market.

[@gooldii1]

+13%😂😂

[@LumenMichaelOne]

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[@MrToastedtoad]

You do not understand how genius works Dan. It's not ala cart. Steve Jobs was also a genius, and a terrible person to work with. That's simply how it works Dan.

[@MartinHicks-ub9cz]

Despite all the financial struggles i and my family faced, everything is finally falling into place! $47,000 weekly profit and riches I'll always praise the Lord

[@MeganLisa543]

Wow! Kind of in shock you mentioned expert, Angela danielle crowe. What a coincidence!!

[@RoyAlexis-vi5eb]

Angela Danielle has really set the standard for others to follow, we love her here in the UK as she has been really helpful and changed lots of life's

[@EvansCooper]

Life is easier when the cash keeps popping in, thanks to Angela Danielle Crowe services. Glad she's getting the recognition she deserves

[@DavisWilson-xx8gv]

I use to work 3 jobs, full time at Walmart, a server at night and Lyft on the weekend, untill angela danielle crowe change my story.

[@CharlieHunnam-bx9yg]

Such a genuine personality!!, Sincerely speaking. I will continue to trade and stick to Angela Danielle daily signals and guides as long as it works well for me🇮🇪😇😇

[@gooldii1]

Too much blabla from the talking Head, too litle time with Gene!

[@MatthewMS.]

How can you become a guaranteed Millionaire? Invest $1 Billion into a elon musk lead endeavor.

[@MrToastedtoad]

Meta is headed to zero.

[@JimMcNutty]

What a prediction 😅

[@gooldii1]

😂😂

[@joaminow6943]

Having this Bozo on your show makes me question your seriousness in serving real investors. Disappointed