Tech’s Laisez-Faire Era + Nvidia Earnings Preview with Gene Munster | Okay, Computer.

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 19 November 2024

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Deepwater's Gene Munster discuss how the tech world digests potential regulatory shifts post-election. The guys also dive into potential for autonomous vehicle advancements, trade tariffs, and their impact on tech giants like Apple and Tesla. They delve into the possible regulatory environment changes under the Trump administration and its implications for AI and big tech M&A, wrapping up with expectations for Nvidia's upcoming earnings and the broader impact on AI demand. — 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 [email protected] 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

Transcript

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0:00.0	Will M&A pick up in 2024?
0:02.2	Will this year mark the return of IPOs?
0:04.3	Listen to Strategic Alternatives, a podcast from RBC Capital Markets, to get fresh insights on the trends and market forces impacting deal flow across sectors and find out how companies and investors are preparing for potential surge in deal activity and what signals to watch for this year.
0:20.0	Listen and subscribe to
0:21.1	strategic alternatives, the RBC Capital Markets podcast today, wherever you get your podcast.
0:27.5	All right, welcome to a special edition of OK Computer. I'm Dan Nathan, joined by Gene Munster. He is
0:33.4	the managing partner at Deepwater Asset Management. Gene, welcome back to the pod.
0:38.4	Great to be here.
0:40.9	You are a fan favorite, by the way.
0:42.2	I appreciate that.
0:42.8	You know that.
0:49.8	And today is an important pod because I think there's really a handful of drivers for the NASDAQ right here.
0:56.8	And they are basically very concentrated, the way they have been for the latter part of this rally over the last to 18 months, two years or so.
0:59.1	But I guess it's becoming increasingly narrow.
1:00.8	Some other folks have joined the party.
1:05.2	Tesla, for one, it's up about 30 some percent since the election.
1:07.1	And we're going to go over some of the reasons there.
1:08.8	Obviously, there's EV credits.
1:09.5	There's tariffs.
1:11.4	But there's also maybe regulatory overhang as it relates to full self-driving and autonomy. I think that's obviously one of the
1:15.4	biggest drivers. The other one is just like some of these folks that have been appointed, at least
1:19.9	to be confirmed in different administrative roles and what that might mean for the rest of
	...

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