Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. deepwatermgmt.substack.com
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Contact path
Public web form
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchPressure Points is hosted by Deepwater Asset Management. The show has published 126 episodes to date.
Recent episodes include "Pressure Points: WWDC Keynote 2026" (8 June 2026, 5 minutes), "Pressure Points: NVIDIA 1Q'27 Earnings" (20 May 2026, 9 minutes), and "Pressure Points: Apple 2Q'26 Earnings" (30 April 2026, 12 minutes).
Pressure Points publishes roughly daily, with episodes averaging 9 minutes across 126 episodes.
Booking probability for Pressure Points is 33%, and the host is rated Selective on guests. Pressure Points requires a Pod Score of 80 or higher. Pressure Points's contact route on record: public web form.
The strongest fits for Pressure Points are Investment Banking & Trading. Pressure Points has a business audience.
Deepwater Asset Management hosts Pressure Points, a business podcast with 126 episodes published.
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Pressure Points
<p>Apple showed plans for a new Siri AI that consumers will love. They failed to answer the key question: Do they have the AI chops to deliver? My guess is that we’ll see Siri AI in mid-CY27, versus previous...
Pressure Points
<p>NVIDIA keeps crushing high expectations. It was a $27B business in CY22. This year it will be more than $400B. Investors are more worried that the growth will slow next year.</p> <br/><br/>This is a public episode...
Pressure Points
<p>The reason why shares of $AAPL are not up more is investors wonder if the new Siri can power an encore to iPhone super cycle that wraps up this quarter. I believe the answer is yes.</p> <br/><br/>This is a public...
Pressure Points
<p>The bottom line on the capex outlook, we’re early in the AI buildout. Three of the four hyperscalers hiked their AI spending outlook. I expect in CY26 will come in up closer to 80% vs. up Street expectations of up...
Pressure Points
<p>Meta can’t shake the capex bears. Growth of 33% was better than the whisper of 32%. Guided June to 28% vs. Street at 25%. Investors opted instead to focus on capex growth this year going to 93% growth compared to...
Pressure Points
<p>Investors shrugged off the higher capex guide for 2027 because Google Cloud is gaining meaningful marketshare, and Search is at an “expansionary moment” which means Search growth this year will be closer to 17% vs...
Pressure Points
<p>Postive comments about Azure growing at 40% in June vs 39% in March was offset by them talking about the elephant in the room, the need for a new monetization model for software that is usage based.</p>...
Pressure Points
<p>Sounds like they’re keeping capex outlook unchanged. Up 48% y/y in CY26 compared to up 59% in CY25. The kicker is outside of AWS, they still have not had their AI moment.</p> <br/><br/>This is a public episode. If...
Pressure Points
<p>Shares of TSLA sold off on the increased capex comments. It should have traded up because it supports the company’s long-term vision.</p> <br/><br/>This is a public episode. If you would like to discuss this with...
Pressure Points
<p>Tim crushed it as CEO of Apple. Ternus has an opportunity to supercharge Apple’s multiple by changing the narrative, which is the biggest opportunity in big tech.</p> <br/><br/>This is a public episode. If you would...
Pressure Points
<p>For the deep dive on our SpaceX Is Building the World’s First Sovereign AI thesis, check out Doug Clinton and I on Pressure Points.</p> <br/><br/>This is a public episode. If you would like to discuss this with other...
Pressure Points
<p>Beyond the headline of next week’s Tesla deliveries is the reality that the EV business is in a better place today than two years ago. Big Auto made big cuts to EV investment over that time, and that gives Tesla a...
Pressure Points
<p>Bottom line from Jensen’s keynote: Demand is measurably stronger than even the highest expectations, and investors are still having a hard time getting comfortable with that.</p> <br/><br/>This is a public episode...
Pressure Points
<p>Reflecting on Apple’s upcoming 50th birthday reveals why the company will continue to be successful.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to...
Pressure Points
<p>The new MacBook Neo should add 0.5% to overall revenue for the next year. I believe it won't impact margins.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get...
Pressure Points
<p>The new Mac’s announced today add color to Cook’s “range of options to deal with margins”.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus...
Pressure Points
<p>The new Apple products should translate into a modest upside for June quarter revenue.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes...
Pressure Points
<p>Three takeaways on Nvidia:</p><p>1. The stock being down 1% underscores that investors’ long term growth concerns remain.</p><p>2. The fundamentals and outlook came in better than elevated whisper numbers.</p><p>3...
Pressure Points
<p>Google's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth.</p>...
Pressure Points
<p>Why is Apple up only 1% despite a much better-than-expected December quarter and March guide? The explanation begins in June 2024.</p> <br/><br/>This is a public episode. If you would like to discuss this with other...
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