About this episode
Dan Nathan and Gene Munster of Deepwater Asset Management discuss significant trends and market shifts observed in 2024 and their potential impact on 2025. They explore the rise of custom silicon, NVIDIA's growth versus AI competition, the macroeconomic uncertainties affecting the tech sector, and the concentrated market power of major tech firms, dubbed the 'fateful eight.' The conversation delves into performances of key companies like Tesla, Apple, Google, and Microsoft, examining their stock rallies, growth strategies, and the evolving AI landscape. The duo also discusses the future of autonomous vehicles and the competitive landscape for Uber and Lyft, emphasizing the precarious balance between hype and substantial advancements in AI and tech innovations. — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points 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: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page