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

День тому

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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Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod
We’re on social:
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КОМЕНТАРІ: 89

@daloriscutone6380 9 днів тому

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

@amgengroup5352 9 днів тому

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 9 днів тому

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

@amgengroup5352 9 днів тому

She is Katherine Elizabeth Humphreys look her up online

@harlibassham8187 9 днів тому

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 9 днів тому

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 10 днів тому

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 10 днів тому

Tobias Hawke program is widely available online..

@malena18ma 10 днів тому

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 10 днів тому

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

@nad1000sm 10 днів тому

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 10 днів тому

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 10 днів тому

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

@georgesand6958 9 днів тому

Thank you.

@nickynick1014 10 днів тому

Level headed discussion

@brycetidwell7193 10 днів тому

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

@waggingtongue 10 днів тому

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 10 днів тому

Elon destroyed Tesla.

@MatthewMS. 10 днів тому

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

@keto6789 10 днів тому

@@prolific1518 Nope

@prolific1518 10 днів тому

@@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 10 днів тому

@@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 10 днів тому

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 10 днів тому

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 10 днів тому

"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 ... 😐

@gooldii1 9 днів тому

Gene is a fit Guy

@kylepatterson4793 10 днів тому

Where was the Tesla analysis?

@InvestingWithAdamK 10 днів тому

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 10 днів тому

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 9 днів тому

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

@vaneh6982 10 днів тому

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

@marjorietench3925 10 днів тому

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

@LumenMichaelOne 10 днів тому

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

@mmm-cake 10 днів тому

👌

@darrenhere5856 10 днів тому

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

@shrichaudhary 9 днів тому

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.

@LumenMichaelOne 10 днів тому

13:15 ... NO-WAY! ... 🙀 ... Gene Munster is PERFECT! Everybody Knows That! ... 😾 WudIiiiiz ... duhMaduhwidYewGuyz???!! ... 🙄 Perfect Gene Munster model RiiiiiteHir! Aaawus-Fuquelumnium-Yeeahyus! ... 😤 LezBlessdizShitzusUbus ... 🤗 ... 💯 ... ☝ 🎶 Laaaaaaaaaa - Dooooood! ... 🙌 🎶 YuhOl feeln MujBeduh-Now ... Riiiiite???!!! ... 😾 👼

@jeffstrong4580 10 днів тому

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 9 днів тому

+13%😂😂

@MrToastedtoad 10 днів тому

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 7 днів тому

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 7 днів тому

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

@RoyAlexis-vi5eb 7 днів тому

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 7 днів тому

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 7 днів тому

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 7 днів тому

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 9 днів тому

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