Gene Munster's Mag7 Review: AI Enthusiasm & Tariff Impacts

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 7 May 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Gene Munster, managing partner at Deepwater Asset Management, dive deep into the performance and future prospects of major tech companies. They begin with a nostalgic look at Apple's early ventures into audio products before moving into a comprehensive review of Apple's recent earnings call, highlighting China's impact on its performance and future AI integrations. The discussion then shifts to Microsoft's mixed results despite its early investments in generative AI, particularly through its partnership with OpenAI, and possible future partnerships with lesser-known AI companies like Anthropic. They also touch on Google's challenges with AI improvements and ad revenue, and how Gemini stacks up against OpenAI. The episode concludes with a critical view of Tesla's current market performance, Elon Musk's leadership, and potential future strategies, including a possible merger with his other ventures like X and XAI. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	To be invested with Betterment is to believe in better.
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0:07.3	businesses put their money to work.
0:09.1	They automate to make savings simpler.
0:11.2	They optimize to make investing smarter.
0:13.4	They build innovative technology backed by financial experts for anyone who's ever said,
0:18.2	I think I can do better.
0:19.8	So be invested in yourself. be invested in your business,
0:22.7	be invested in better with betterment.
0:24.7	Get started at betterment.com.
0:28.7	Welcome to the Risk Reversal podcast.
0:31.4	That's Gene Munster, managing partner.
0:34.2	At Deepwater Asset Management, I'm Dan Nathan.
0:36.6	Gene, welcome back to the pod. Hi, Dan. Great to Dan Nathan. Gene, welcome back to the pot.
0:38.1	Hi, Dan. Great to be here. Yeah, you're matching my excitement, but we do appreciate you being back.
0:44.3	We did a preview of, let's call it, the Mag 7. The Faithful Aid is done, Gene, by the way.
0:49.0	You know, Broadcom is just done and dusted here. It's no longer a trillion. I don't know when it's going to be back a trillion. So we did the preview.
0:55.8	Let's do the review.
0:57.1	But first things first, if you are watching this on the YouTube,
1:00.1	you see right over Jean's right shoulder
1:02.7	is Apple's first foray, I think, into the speaker business
1:07.5	well before they bought beats for $3.2 billion over 10 years ago. What did we call
	...

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