Pressure Points: AI Trade Update: Google/Tesla Earnings

from Pressure Points · host Deepwater Asset Management

So what did we learn about the AI trade from Google and Tesla earnings? The infrastructure trade is intact based on higher capex outlooks and margins have been under pressure. Overall, I still believe we’re in the 3rd inning. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

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Pressure Points: AI Trade Update: Google/Tesla Earnings

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