About this episode
Dan Nathan and Gene Munster delve into the disappointing near-term guidance for Nvidia, Apple's shareholder meeting and the impact of geopolitical factors on its stock, and Tesla's challenges amidst a three-year price war and competition in the EV market. The conversation also touches on Microsoft's underperformance and its AI strategy. Gene shares his insights on the long-term potential and current market expectations for these tech giants.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
Get every episode summarized
Each time RiskReversal Pod publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from RiskReversal Pod
Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure
RiskReversal Pod
Sep 4, 20261:40:43completed
Fixing Wall Street's AI Problem with Phill Rosen, CEO of Astraeus
RiskReversal Pod
Sep 2, 202648:29pending
Wall Street Isn't Buying Kevin Warsh's Tough Talk
RiskReversal Pod
Aug 31, 202637:02pending
Imran Khan Isn't Worried About Nvidia's "Circular" Deals
RiskReversal Pod
Aug 28, 20261:00:25pending