Mag7 Q3 Earnings Preview with Gene Munster

Q: How long is this episode of RiskReversal Pod?

This episode is 40 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on October 24, 2023.

Q: Can I download this RiskReversal Pod episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI (3:00). Why he is optimistic about Microsoft into the print (5:30). Gene calls Alphabet the single best investment idea in mega-cap tech as it relates to AI (10:30). Dan’s take on Alphabet vs. Microsoft (14:30). Why he says Meta needs to refocus their initiatives (16:00). The future of Threads (21:00). The most important thing to watch in Amazon’s quarter (26:15). Apple’s massive AI opportunity (30:00). Investors viewing Apple as a consumer staples company (35:45). A dark chapter for Tesla (36:50). View our show notes here Learn more about Ro body: ro.co/okay 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

Share this episode

Similar Episodes

24 - French Open 1989 (Part 1): Roses, Grunts, and the Making of a Rivalry

Mar 18, 2026 ·22m

23 - Steffi Graf’s Spring 1989: Dominance and Distractions

Mar 14, 2026 ·23m

22 - Monica Seles’s Breakthrough Spring

Mar 11, 2026 ·16m

21 - Heat, Headlines & Steffi’s Perfection: 1989 Australian Open Recap

Mar 7, 2026 ·13m

20 - 1989 Begins: Graf’s Reign, Seles’s Rise, and the Future of Women’s Tennis

Mar 4, 2026 ·16m

19 - After the Pinnacle: Graf’s Golden Slam & Seles’ Arrival

Feb 28, 2026 ·14m

Similar Podcasts

Gooday Gaming Guests FFF Gaming Emporium These are my Daily Messages in a Bottle sent over the internet Ocean for anyone to find. Listen to a Quick 20-minute Journey into my Life's Passions Work a Few Times a Day. I am 57. I Grew Up on All Gaming and Computing. I am a Seller of Gaming Parts on eBay and Etsy. In the past 8 years, I have learned about every system ever made. I am also an Enthusiast, Collector and Hobbyist of all Vintage Computing from the Very Beginning. In the last Few Years, I have been sharing my knowledge with others on YouTube, TikTok and Now this Pod Cast.See where all the Magic Happens:FFF Gaming Emporium | eBay Storeshttps://www.youtube.com/channel/UCDrdCmDQ52AsCWTWAhE7JEQ/<a target="_blank" rel="noopener noreferrer nofollow" href="https://www Viaplay Fighting Pod Viaplay Christian Ramberg, Kenneth Bergh og Thomas Hansvoll gir deg de ferskeste nyhetene fra internasjonal fighting og kommende kamper i denne fighting-podcasten. Art Bell Back in Time Art Bell Back in Time Become a Paid Subscriber: https://podcasters.spotify.com/pod/show/artbell/subscribeClassic Art Bell. Subscription available. Kh Audiobooks៚ សៀវភៅសំឡេង៚ យើងជាការចែករំលែកមិនមែនស្វែងរកប្រាក់ចំណេញដោយមានបេសកកម្មផ្តល់ការអប់រំនូវសៀវភៅសំឡេង ឥតគិតថ្លៃដល់អ្នកគ្រប់គ្នានៅគ្រប់ទីកន្លែង។ សូមខន្តីអភ័យទោសទុកជាមុនបើសិនជាការចែករំលែកនេះមានការប៉ះពាល់ទៅដល់អ្នកសូមអរគុណ។https://t.me/S_C_SOCHEAT🔗- Apple podcast: https://podcasts.apple.com/kh/podcast/kh-audiobook/id1509859226🔗- Listen on SpotifyMore platforms: https://creators.spotify.com/pod/profile/khaudiobook/🔗- telegram channel : https://t.me/khaudiobook💵ABA របស់សម្រាប់អ្នកឧបត្ថម្ភកាហ្វេ😂 ៖ https://pay.ababank.com/oRF8/4jqf9icd

Frequently Asked Questions

How long is this episode of RiskReversal Pod?