Welcome to a very special edition of the OK Computer Podcast. I am joined by Gene Munster,

managing partner of Deepwater Management. Gene, welcome back to the pod. It's a pleasure to be back, Dan.

Listen, and I say this, a very special edition. You are a great friend. We've gotten to know each other over. It feels like more

than a decade or so. We met on the set of CNBC's Fast Money. This is when you were the

axe in the Apple stock. There's no doubt about it. And you really took over a group of stocks

that came to be known as the Mag 7. We're going to spend a little time on that. But I just really want to remind

our listeners, our viewers. You've been a great guest on this podcast over the last couple of years.

I think we've been doing like a quarterly preview of the big tech earnings season, at least

over the last year and a half or so. But remind our listeners and our viewers a little bit of what

deep water is. I just mentioned you were the

acts on the stocks on the sell side for years and years, but you have a very different role now.

You still do deep analytical work on the largest publicly traded tech stocks, but you also do a lot of great work in the private tech community, Gene.

So remind our viewers, our listeners, a little bit about what deepwater is. Deepwater, our mission is to profit from where the world is

going. And we do that by investing in both public and private companies. And that is the single

differentiating point. There are other funds that do that, but they tend to be these mega funds,

but we are under a $5 billion

fund. We're the leaders when it comes to investing both in private and public assets. And so that's

what Deepwater is. It is this wonderful circle that we have, the ability to hear what the big tech

companies are working on. They want to build, invest in private companies that want to fill some of

those gaps, potentially be acquired, and also best understand where some of these private companies

could run into headwinds from the big companies. And so from our perspective, we just want to

profit from where the world is going. We do have an ETF. It is the Deepwater Frontier Tech.

...