Gene and Doug discuss Nvidia's recent quarter and the stock's performance. They analyze the implications of the delay in Blackwell and the potential impact on demand. They also delve into the rumors of Apple investing in OpenAI and the implications for Apple's AI future. The conversation then shifts to the upcoming iPhone cycle and the potential for growth driven by AI features. They explore the question of whether Apple can build another $100 billion incremental business. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
01 Jan 1970
El Partidazo de COPE
13:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
10:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
13:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana