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Deepwater Asset Management
United States
Приєднався 1 бер 2017
Views/opinions are not investment advice.
Please see Important Social Media Disclosures here: deepwatermgmt.com/research-disclaimer/
Please see Important Social Media Disclosures here: deepwatermgmt.com/research-disclaimer/
DeepTech315: Big Tech CapEx / AMD / Uber’s Autonomy (+SB LIX Prediction)
Gene and Doug discuss the recent CapEx growth reported by big tech, the struggles of AMD in the AI hardware market, Uber's future in autonomous rides, and end with Super Bowl predicti
00:00 Intro
00:12 CapEx Growth and Market Reactions
08:02 AMD's Struggles in the AI Hardware Market
09:37 Uber's Future in Autonomous Rides
14:13 Super Bowl Predictions
00:00 Intro
00:12 CapEx Growth and Market Reactions
08:02 AMD's Struggles in the AI Hardware Market
09:37 Uber's Future in Autonomous Rides
14:13 Super Bowl Predictions
Переглядів: 9 158
Відео
Pressure Points: Google 4Q'24 Earnings
Переглядів 8 тис.9 годин тому
I think the initial Google investor investor reaction is an overreaction. Google Cloud was not as bad as it first appeared, Search still needs an overhaul, and the company needs to deliver on its promise of exciting upcoming products.
DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings
Переглядів 6 тис.19 годин тому
Gene and Doug discuss the recent market reactions to DeepSeek, analyzing the rapid recovery of the NASDAQ and the implications for AI technology. They talk Tesla's earnings, highlighting unexpected stock performance despite disappointing margins and guidance. Finally, Apple's quarter, focusing on challenges in the Chinese market and future growth potential driven by innovations in AI and consum...
Pressure Points: Apple 1Q'25 Earnings
Переглядів 5 тис.21 годину тому
Apple's quarter was not as bad as the numbers first looked based on channel inventory and the guide. I still believe Apple Intelligence will reaccelerate iPhone sales starting in June based on early uptake data in the US.
Pressure Points: Tesla Earnings 4Q'24
Переглядів 17 тис.День тому
Tesla basically dropped the 2025 bar to the floor and raised the 2026, 2027, and 2028 bars to the stars.
Pressure Points: Meta Earnings 4Q'24
Переглядів 6 тис.День тому
Meta made it clear that the AI capex race remains in full swing. Microsoft agreed.
DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek
Переглядів 12 тис.14 днів тому
On this episode of DeepTech315, Gene and Doug discuss the recent developments in AI infrastructure, particularly focusing on the Stargate initiative, OpenAI's new product, Operator, which represents a step towards agentic AI, and the introduction of a new model from China called DeepSeek, which raises questions about its development and potential impact on the AI landscape. 00:00 Intro 00:06 AI...
DeepTech315: TikTok / TSMC Earnings / Anduril Update
Переглядів 4 тис.21 день тому
Gene and Doug delve into the complexities surrounding TikTok's future amidst political and legal challenges, the resilience of the AI trade exemplified by TSMC's growth, and the innovative strides in defense-tech by Anduril. 00:00 Intro 00:06 The TikTok Dilemma: Political & Legal Perspectives 12:14 AI Trade Resilience: TSMC's Growth and Future 13:37 Anduril: Innovations in Defense Tech and Futu...
DeepTech315: Tesla Deliveries / Musk-Zuckerberg Politics / AI Trade
Переглядів 14 тис.Місяць тому
On this episode of DeepTech315, Gene and Doug discuss Tesla's recent delivery numbers, explore the political alignments of tech executives like Elon Musk and Mark Zuckerberg, and explore the AI trade and its potential to drive market growth in the coming years. 00:00 Intro 00:05 Tesla Deliveries and Market Reactions 05:55 Musk, Zuckerberg, and Political Alignments 10:26 The AI Trade and Future ...
DeepTech315: Gemini 2.0 Flash Thinking / Micron / Fed’s Impact
Переглядів 7 тис.Місяць тому
On this episode of DeepTech315, Gene and Doug discuss the latest advancements in AI with Google's Gemini 2.0 Flash Thinking, Micron's recent market performance, and the implications of the Fed's monetary policy on the tech sector. 00:00 Intro 00:08 Introduction to Gemini 2.0 Flash Thinking 06:21 Micron's Market Performance and Future Outlook 11:20 The Fed's Impact on the Market and AI Trade
Pressure Points: Market Reaction to Fed Meeting Dec-24
Переглядів 28 тис.Місяць тому
Powell's comments spooked tech investors. While the AI trade may be dampened in the near-term, I expect December earnings to be the catalyst that returns confidence to AI investors.
DeepTech315: Broadcom / Apple Intelligence / Gemini 2.0
Переглядів 10 тис.Місяць тому
On this episode of DeepTech315, Gene and Doug discuss the latest developments in AI technology, focusing on Broadcom's impressive AI revenue, Apple's new AI features, and Google's advancements with Gemini 2.0. 00:00 Intro 00:05 Broadcom's AI Revenue and Market Impact 05:32 Apple Intelligence: Features and User Experience 09:49 Google's Gemini 2.0: Advancements in AI Models
DeepTech315: TikTok Ban / Salesforce’s AI / AI Adoption
Переглядів 4 тис.2 місяці тому
On this episode of DeepTech315, Gene and Doug discuss the implications of the TikTok ban, Salesforce's recent performance and its pivot towards AI, and the current state and future potential of AI technologies. 00:00 Intro 00:06 The TikTok Ban: Implications and Valuation 06:31 Salesforce's AI Transformation and Market Response 10:33 AI Adoption: Insights from OpenAI's Sam Altman
DeepTech315: CA EV Tax Credit Controversy / Amazon-Anthropic Investment / Gratitude for Tech
Переглядів 2,9 тис.2 місяці тому
In this episode, Gene and Doug discuss California's EV tax credit controversy with Tesla, further implications of Amazon’s investment in Anthropic, and express gratitude for tech developments this year. 00:00 Intro 0:08 California's EV Tax Credit Controversy 05:49 Implications of Amazon's investment in Anthropic 07:41 Gratitude for Tech Developments
DeepTech315: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment
Переглядів 11 тис.2 місяці тому
On this episode of DeepTech315, Gene and Doug discuss Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in Anthropic amidst regulatory scrutiny. 00:00 Intro 0:06 Nvidia Earnings Recap 08:30 Regulatory Challenges for Google 12:50 Amazon's Doubled Investment in Anthropic
Pressure Points: Nvidia 3Q'25 Earnings
Переглядів 36 тис.2 місяці тому
Pressure Points: Nvidia 3Q'25 Earnings
DeepTech315: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview
Переглядів 7 тис.2 місяці тому
DeepTech315: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview
DeepTech315: Tech Investing Post-Election
Переглядів 8 тис.3 місяці тому
DeepTech315: Tech Investing Post-Election
Pressure Points: Apple 4Q'24 Earnings
Переглядів 6 тис.3 місяці тому
Pressure Points: Apple 4Q'24 Earnings
Pressure Points: Meta 3Q'24 Earnings
Переглядів 10 тис.3 місяці тому
Pressure Points: Meta 3Q'24 Earnings
Pressure Points: Google 3Q'24 Earnings
Переглядів 7 тис.3 місяці тому
Pressure Points: Google 3Q'24 Earnings
DeepTech315: Tesla Earnings / AI Agents / Apple Intelligence
Переглядів 12 тис.3 місяці тому
DeepTech315: Tesla Earnings / AI Agents / Apple Intelligence
Pressure Points: Tesla 3Q'24 Earnings
Переглядів 25 тис.3 місяці тому
Pressure Points: Tesla 3Q'24 Earnings
DeepTech315: We, Robot / Google Breakup / Intelligent Alpha
Переглядів 16 тис.3 місяці тому
DeepTech315: We, Robot / Google Breakup / Intelligent Alpha
DeepTech315: Tesla Deliveries / “We, Robot” Preview / OpenAI’s Round & AI in Asset Management
Переглядів 7 тис.4 місяці тому
DeepTech315: Tesla Deliveries / “We, Robot” Preview / OpenAI’s Round & AI in Asset Management
DeepTech315: OpenAI Changes / Meta Connect / Micron Earnings
Переглядів 4 тис.4 місяці тому
DeepTech315: OpenAI Changes / Meta Connect / Micron Earnings
DeepTech315: Intelligent Alpha Launch / iPhone 16 Release
Переглядів 3,1 тис.4 місяці тому
DeepTech315: Intelligent Alpha Launch / iPhone 16 Release
DeepTech315: iPhone 16 Launch / OpenAI Valuation / OpenAI's Strawberry Model
Переглядів 4 тис.4 місяці тому
DeepTech315: iPhone 16 Launch / OpenAI Valuation / OpenAI's Strawberry Model
DeepTech315: FSD Roadmap / Elon in Politics / iPhone Event Preview
Переглядів 7 тис.5 місяців тому
DeepTech315: FSD Roadmap / Elon in Politics / iPhone Event Preview
008: Tyllen Bicakcic, co-founder of Payman, about how humans can collaborate with AI
Переглядів 4985 місяців тому
008: Tyllen Bicakcic, co-founder of Payman, about how humans can collaborate with AI
They started calling Chat Bots, "Agents" now. Agent one! Mission Control, charlie command Bravo, alpha on stsndby, do you Roger? Hi beta theta 455, take my iota and climb up to the dicksville 90° north- Agent AI out. God bless Germany! ❤😂😂😂😅😅😅
When Jassy spent mega $ on AWS in 2006 Amazon went down.,, because investors did not get it. they thought amazon sold tee shirts... Now AI the future and none of these mega cap co's are willing to be left behind and why would they?? Also stop talking about deep seek already it is banned in Texas and the US Military and probably the entire US in the near future..Missing the real story which is AI is the future like it believe it or NOT.. not going anywhere and right now NVDA is the best in class.. imo nvda & cloud co's will be the big beneficiaries of cap ex spending. (btw do you understand the intelligence & gzillions of $$$ it would take for any co to replicate them???) And who to you think is going to benefit from all the autonomous driving you are speaking about?? (mostly NVDA)
bought Uber last month at $65-67 and sold at $75.11 yesterday! I do not like this stock .....always range bound
Sme here, did the same thing. Out the same money in Nvidia again; will got to $170 this month after they report earnings..
AMD’s chips are best for inference, which is next step in AI race. AMD will be $1 trillion market cap in 2-3 years.
UBER, while I own it, I'm skeptical. Won't ride-share end up with the economics similar to the airlines. Airlines are lousy businesses, lousy investments. The value added in the airline economic model virtually all is transferred to the passengers saving time/money. After the shake out - how will ride share avoid being an airline-like money pit?
People don't realize that the distilled deepseek r1 middle aren't very good. You need the full, large model to get the great performance. And that requires a lot of memory. Who makes the memory? Hmm?
stop talking about sports. novbody cares about bowling. sports nerds. tehy are so weird.
Gene is missing the real problem with Nvidia stock.
We are all making tons of money with Nvidia. You just sit back and enjoy the Fomo Experience and keep commenting on videos instead of investing .. 😂
I Hit $32,590 today. Thank you for all the knowledge and nuggets you had thrown my way over the last week i started with 11k in last week 2025.... now i just hit $32,590
How please can you explain because I've been making a lot of looses trying to make profit trading.
VENTURING into the trading world without the help of a professionals, trading and expecting profit is like turning water into wine you would need a miracle... but mrs laura paulk restored hope she is a goooood woman
Since meeting Expert Laura Paulk now agree that with an expert managing your portfolio, the rate of profit is high, with less risk.
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.
Since I became so rich in cryptocurrency I realise that crypto is the future cuz l invested 7k and made up to 36k as weekly profit I appreciate the help of this woman
Waymo is better than uber experience? Hah, you need to go outside of San Francisco sometimes. Stop living in your own echo chamber. And Waymo will NEVER EVER EVER be fully autonomous. It's a dead end technology.
“FSD leaders are Waymo and Tesla”, and Huawei in China.
Teslas FSD will very soon be able to drive anywhere without intervention.
Uber + Lyft = a very deep rabbit hole.
I am at the beginning of my "investment journey", planning to put 355K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks will be appreciated!
As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.
I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.
Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.
how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What's your take on this approach?? and How can i reach her, if you don't mind me asking??
Take off that ridiculous hat bro 🤣🤣🤣
Cost for waymo is high due lidar and other thing is the looks of the car is compromised , I think google may have to spend on car and adding all the bells and whistles to it before it gets to the road, alternatively fsd on tesla seems to be far better in terms of looks of the car and they might just get it right , google is not going all in they are still gauging the market is what I feel unless they also switch over to ai/ml tesla like fsd due to cost & looks
Very lucid analisys. Congrats
I respect your work mate. TA is good but I find it truly baffling that all major crypto youtubers just look at pure T.A and completely Ignore the bigger narrative of why BTC Is pumping and why the future outlook might not be as rosy as it seems. It's kinda irresponsible to ignore the fact that each ETF launch so far has caused a major pump at the peaks of BTC.. We were already on shaky footing with historically low volume and almost pure whale pumps, narrowly avoiding a long-term bear market more emphasis should be put into day trading as It is less affected by the unpredictable nature of the Market.. I have made over 4 btc from day trading with Declan Ming , insights and signals in less than 3 weeks, this is one of the Best medium to backup your assets incase it goes bearish.
My first time in Crypto investment, please how can I get his contact details ?
He's mostly on Telegrams using the user.
@Dmin63 ° ° that's it
Nice info, i appreciate your concern this will help a lot especially to the young investors who have no or lesser knowledge on how the market works.
This is very impressive, meeting Declan Ming has been a blessing, I never thought I would make so much profit in such a considerably brief period of time.
Thanks, guys.
LOUP holder here. Great insight thanks!
How could you not talk about Amazon earnings I'm unsubscribing from this garbage shit channel
can you guys talk about whats going on with palantir. i think they stand to benefit a huge amount with what the new adminstration is planning to flip the pentagon and gov spending on its head.
You're forgetting the fact that all hyperscalers are not showing earnings growth from AI?
Only one investor wins in the cabal market
Which research AI product were you referring to? Open AI or google’s?
Great points!
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market. The safest approach I feel to tackle it is to diversify investments by spreading investments across different asset classes, like bonds, real estate and stocks, they can reduce the impact of a market meltdown
I've just begin to learn about investment, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stock would you choose for better returns?
Based on personal experience, it's advisable to work with an investment advisor, I currently have $780k in a well-diversified portfolio that has experienced exponential growth, all thanks to my financial adviser. It's not only about having money to invest in stocks, you must also be knowledgeable, persistent and have strong hands to back it up
I'm trying to find a certified one to boost my investments/portfolio. Can I get a recommendation from you, since you know about this stuff?
My financial adviser is Gabriel Alberto William, a renowned figure in his line of work. I recommend researching his credentials further. He has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Thanks for sharing, I just looked him up on the web and I would say he really has an impressive background in investing. I will write him an e-mail shortly
Tremendous insight as usual. Thank you for posting "Pressure Points".
Thanks for your channel, it will be a big event to see Perplexity be the number 1 search engine
They’re growing. Can any imagine managing a behemoth like this with MSFT and AMZN and the likes trying to kill you People always finding things to complain about. They need to start releasing every two weeks reporting so people chill out and stop with these massive swings
I lost over $80k 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 Katherine Miller
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.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Katherine Miller too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
You're right Gene, Google Search UI needs reworked.
I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated!!!
As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.
I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.
Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.
how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What's your take on this approach?? and How can i reach her, if you don't mind me asking?
I got a year of Gemini Pro with a Pixel purchase. The difference between the 'free' and Pro is actually pretty big, Pro is much more competent. But in general they have a lot of cleaning up to do on their Gemini products - but they'll get there and when they do I think their $20 premium tier is going to be something a lot of 'Google' users will simply make a part of their life. I definitely think the future's bright and considering the insane Capex spend right now they're weathering this time pretty frigging well
Trading success isn’t just about technical analysis skills. It’s also about discipline and emotional maturity. Remember, it’s not about being in the market all the time, but rather about being in the market at the right time. Thanks to Declan Ming program, daily trade signals, and my commitment to learning, I’ve been seeing steady increases in my daily earnings to more than 16BTC. Keep up the great work!
My first time in Crypto investment, please how can I get his contact details ?
He's mostly on Telegrams using the user..
@Dmin63 ° ° that's it
Nice info, i appreciate your concern this will help a lot especially to the young investors who have no or lesser knowledge on how the market works.
Declan Ming strategy has been crucial in guiding me through the past few months. I don’t believe I would have managed without it.
Thanks for your thoughts.
Gene still bearish on Tesla?
From everything I've heard from people who have actually read the white paper, this was a real break through in AI training. Ofc the big players will keep their capex spend high for 2025, but what happens when it plateaus or even dips in 2026? We all know markets are forward looking and so if that's the case, then NVDA's stock will have already most likely peaked
I’m kinda in sync with Doug on the 33P involvement in deepseek. An attempt to slow progress in the West and call into question the fundamental business model. There should have been a discussion on distillation of Western models as input for deepseek. If distillation cannot be stopped (doubtful), the effect may be similar to the music industry over the past 30 years.
Two significant risks: 1: Countrys target Tesla with realitory tarriffs to pressure Trump 2: Trump & Elon fall out and Trump vendictively weaponizes the Govt against everything Elon.
Remember when that idiot spent 65 billion on meta cartoons?
NVDA was short sale restricted, it’ll need again if you’re still paddling like a stage2 denial bag holder.
so much nonsense in this deepseek discussion. Distillation, can you tell me what is a logit? lol
A trillion dollar company can’t trade on emotion
Really? A 3.5 trillion dollar company did earlier in the week.
@ no it traded on newly presented information
@@anand13😂😂😂
With regards to Optimus, I think you have to distinguish between 3 versions of Optimus. 1) Optimus for a Tesla factory 2) Optimus for another company's factory 3) Optimus for a home. I think they will make the dead-line for 1) - no problem in 2026 or even some of it before- this will increase car margins in 2027 or before. For 2) it may be 2027 and for 3) 2028 or later. Optimus for the home has to be super safe - it cannot fall onto a child or old person. In this sense both Elon and Gene are correct - Gene you just need to explain which Optimum you are describing.
To me, TSLA is one of the worst overhyped stocks. It’s trading at valuations like NVDA but has minimal growth.
You really love telling people what a terrible company Tesla is. Keep shorting it and good luck.
It's all about potential in the future . So you don't believe it, but some people do.
@@qball66 actually I didn’t say that. Which tells you how uneducated you are. I said it is overhyped. Which it is. They released earnings that were horrible. But because Musk hyped it up, the stock went up. That’s a fact. Also, I don’t short the stock because of how volatile it is. Tell me what makes the company great. You can’t say anything other than some future projections that nobody knows when they will happen.
@@robin-jewsbury oh I do believe that at some point, part of what TSLA speaks of will happen. But many TSLA investors and even analysts treat the company differently than any other company that performs like it does. Also, if somebody said you have to wait until 2028 to see things happen, I’d call that dead money.
At least Tesla manufactures its own products
Gene let him finish a sentence without cutting him off..
Yeah, I've pointed this out to them before. It's off-putting. Weird thing is, he doesn't cut off other people when he's doing interviews and such. It wasn't so bad on this one though.
Gene LOVES listening to himself!
calling distillation "basically ripping off a model" is the most uneducated statement regarding llms I've heard in a while. definitely not something I expected coming out of this channel. very disappointing take.
Sure a negative connotation but not wrong as it’s mining data without offering compensation which ironically is what these hosts did to content creators. Correct?
With love ❤
First!