Nvidia Q1 Earnings Preview with Gene Munster

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 28 May 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Gene Munster, managing partner at Deep Water Asset Management, discuss NVIDIA's upcoming earnings report, the company's AI hardware advantage, and the broader spending on AI. They also delve into OpenAI's significant acquihire of Jony Ive, the potential for future non-screen devices, and the market's reaction to these developments. The conversation touches on Google's search innovations post-IO and the implications for their growth. The duo also evaluate Tesla's challenges amid price wars with BYD and the impact on their delivery numbers and market share. The episode is an in-depth look at current tech trends, market sentiment, and long-term investment strategies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	To be invested with Betterment is to believe in better.
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0:24.7	Get started at betterment.com.
0:28.7	Welcome to the Risk Reversal Podcast.
0:30.7	I'm Dan Nathan.
0:31.4	I am joined by Gene Munster.
0:33.2	He is the managing partner at Deepwater Asset Management.
0:36.5	Gene, welcome back to the pod.
0:38.1	Always great to be here. All right. This is dropping Wednesday morning. That would be May 28th.
0:45.5	And this is a big day. I mean, we've been talking about this quarter after quarter after
0:48.8	quarter. It feels like for two and a half years or so, this is Nvidia's earnings. Usually they come,
0:53.1	what, close to a month after we've heard from most of their major customers. You know who they are, Microsoft, Apple,
0:59.4	Google, Amazon, Open AI, we don't get to hear from, but those are also a big one. So that result
1:05.7	out tonight after the close. So we're going to preview that. We're going to talk a little bit
1:09.2	about that ecosystem. I want to talk a little bit about that ecosystem.
1:11.2	I wanna talk a little bit about Open AI.
	...

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