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Deepwater Asset Management

Deepwater Asset Management is a U.S.-based investment firm focused on growth-oriented equities, with an emphasis on technology, innovation, and disruptive industries. The firm employs a research-driven approach to identify companies with strong long-term potential, serving both institutional and individual clients. Known for its market insights and sector expertise, Deepwater Asset Management actively analyzes trends in emerging technologies and high-growth markets.

Tesla's Cybercab Under the Microscope: NHTSA Demands Answers to 21 Safety Questions by Month-End
Tesla's Cybercab Under the Microscope: NHTSA Demands Answers to 21 Safety Questions by Month-End
Foldable iPhone, Bitcoin's iPhone Ratio, New CEO and More: This Week in Apple
Foldable iPhone, Bitcoin's iPhone Ratio, New CEO and More: This Week in Apple
Gene Munster Predicts Tesla Will Add 300 Cybercabs in Austin in a Month, Says Elon Musk’s Accident Fears ‘Appear to Be Coming to an End’
Gene Munster Predicts Tesla Will Add 300 Cybercabs in Austin in a Month, Says Elon Musk’s Accident Fears ‘Appear to Be Coming to an End’
Foldable iPhone, Bitcoin's iPhone Ratio, New CEO and More: This Week in Apple
Foldable iPhone, Bitcoin's iPhone Ratio, New CEO and More: This Week in Apple
Gene Munster Predicts Tesla Will Add 300 Cybercabs in Austin in a Month, Says Elon Musk’s Accident Fears ‘Appear to Be Coming to an End’
Gene Munster Predicts Tesla Will Add 300 Cybercabs in Austin in a Month, Says Elon Musk’s Accident Fears ‘Appear to Be Coming to an End’
Microsoft Earnings ‘Don’t Matter,’ Says Gene Munster Because 'Battle With the Bots' Just Beginning, Analyst Sounds 'Value Trap' Warning
Microsoft Earnings ‘Don’t Matter,’ Says Gene Munster Because 'Battle With the Bots' Just Beginning, Analyst Sounds 'Value Trap' Warning
Trade Secrets Fight With OpenAI, China's Regulatory Nod and More: This Week in Appleverse
Trade Secrets Fight With OpenAI, China's Regulatory Nod and More: This Week in Appleverse

Deepwater Asset Management Recent News

Tesla Finds Its Footing: Q4 Deliveries Show 'Stabilization,' US Market‑Share Gains — Gene Munster Calls It 'Material Improvement'
Tesla Finds Its Footing: Q4 Deliveries Show 'Stabilization,' US Market‑Share Gains — Gene Munster Calls It 'Material Improvement'
A leading Tesla expert highlights the positives from the company's Q4 deliveries, which fell on a year-over-year basis.
Gene Munster Says If It Was A Basketball Game Google's Waymo Would Be Up 50-2 Against Elon Musk's Tesla, But He Has A 'Spoiler Alert'
Gene Munster Says If It Was A Basketball Game Google's Waymo Would Be Up 50-2 Against Elon Musk's Tesla, But He Has A 'Spoiler Alert'
Fund manager and prominent tech analyst Gene Munster said Alphabet Inc.'s (NASDAQ: GOOG) Waymo is firmly in the lead against rival Tesla Inc. (NASDAQ: TSLA) in the U.S. robotaxi market, while noting that the race was still in its early stages, with plenty of time to close this gap.
Gene Munster's 11 Predictions For 2026: AI Trade Continues, Small‑Cap Tech Outperforms, This Magnificent Seven Stock Leads
Gene Munster's 11 Predictions For 2026: AI Trade Continues, Small‑Cap Tech Outperforms, This Magnificent Seven Stock Leads
Technology stock expert and investor Gene Munster shares 11 predictions for 2026, including what could happen to several Mag 7 stocks.
Oracle 'Will Reshape Industries And Change The World': Gene Munster On What OpenAI Deal Means
Oracle 'Will Reshape Industries And Change The World': Gene Munster On What OpenAI Deal Means
Gene Munster said AI growth is even earlier than expected and may only be in the first inning, after Oracle's recent backlog update.
Nvidia's Q1 Results Should Have Sparked A Bigger Rally, Says Gene Munster—Deserves An 8-10% Pop, Not Just 3%
Nvidia's Q1 Results Should Have Sparked A Bigger Rally, Says Gene Munster—Deserves An 8-10% Pop, Not Just 3%
Chipmaker Nvidia Corp.'s (NASDAQ: NVDA) better-than-expected first-quarter earnings resulted in a spike in the stock, but leading analysts and fund managers believe the market's reaction didn't go far enough.
Nvidia AI Boom Just Beginning As Blackwell Gains Traction And Rubin Ultra Raises The Power Bar, Says Gene Munster: 'Investors Are Still Skeptical'
Nvidia AI Boom Just Beginning As Blackwell Gains Traction And Rubin Ultra Raises The Power Bar, Says Gene Munster: 'Investors Are Still Skeptical'
Deepwater Asset Management managing partner Gene Munster highlighted five key takeaways from NVIDIA Corp.'s recent keynote presentation, emphasizing that the artificial intelligence buildout remains in its early stages despite investor skepticism.
Mark Zuckerberg's $65 Billion AI Bet Benefits Nvidia And Other Players, Says Top Analyst, But Warns Market Bull Run Will 'End In A Spectacular Bubble Burst'
Mark Zuckerberg's $65 Billion AI Bet Benefits Nvidia And Other Players, Says Top Analyst, But Warns Market Bull Run Will 'End In A Spectacular Bubble Burst'
Deepwater Asset Management's Gene Munster says Meta Platform Inc.'s (NASDAQ: META) plans to invest up to $65 billion this year to expand its AI infrastructure will benefit Nvidia and other hardware players.
Amazon's Focus Shift To Black Friday From Cyber Monday Is Paying Off, Says Gene Munster: 'Small Changes To Profitability Can Have Measurable Impact To Earnings'
Amazon's Focus Shift To Black Friday From Cyber Monday Is Paying Off, Says Gene Munster: 'Small Changes To Profitability Can Have Measurable Impact To Earnings'
Amazon's shifted of focus from Cyber Monday to Black Friday for the second year in a row and is reaping the benefits of this move, according to Deepwater Asset Management's Gene Munster.
Waymo Maybe Too Small For Alphabet Investors To Care About Today, But The Self-Driving Spinoff Could Be Valued At $850B By 2030, Says Gene Munster
Waymo Maybe Too Small For Alphabet Investors To Care About Today, But The Self-Driving Spinoff Could Be Valued At $850B By 2030, Says Gene Munster
Gene Munster, Managing Partner at Deepwater Asset Management, projects that Alphabet will spin out its autonomous driving unit Waymo within the next 2-4 years, potentially reaching a valuation between $350 billion and $850 billion by 2030.
Google's Project Jarvis And Jeff Bezos-Backed Anthropic Are Just 'Scratching The Surface' Of Agentic Browsing Tech, Says Gene Munster
Google's Project Jarvis And Jeff Bezos-Backed Anthropic Are Just 'Scratching The Surface' Of Agentic Browsing Tech, Says Gene Munster
Gene Munster, managing partner at Deepwater Asset Management believes Alphabet Inc. subsidiary Google's reported Project Jarvis initiative signals a major advancement in artificial intelligence-powered web browsing capabilities, highlighting parallel developments from Jeff Bezos-backed Anthropic.
Nvidia Stock Surges As AI Dominance Fuels Long-Term Bull Run: Gene Munster Waves Green Flag
Nvidia Stock Surges As AI Dominance Fuels Long-Term Bull Run: Gene Munster Waves Green Flag
Nvidia has been on a rocket ride this year, with the stock up a jaw-dropping 179.86% year-to-date and 187.99% over the past year.
Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On
Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On
Deepwater Asset Management's Managing Partner Gene Munster expects three vehicles to be announced at Tesla's upcoming robotaxi event slated for Oct. 10.
EXCLUSIVE: Apple's iPhone 16 Launch Will Be 'Disappointment Before The Excitement,' Gene Munster Says
EXCLUSIVE: Apple's iPhone 16 Launch Will Be 'Disappointment Before The Excitement,' Gene Munster Says
Apple stock may not rise much with iPhone 16 launch due to high expectations, but analyst predicts strong growth after earnings with new AI features.
Gene Munster Downgrades Estimates In Light Of 'EV Winter,' Sees Electric Vehicles Accounting For Just 25% Of New Car Sales In 2030
Gene Munster Downgrades Estimates In Light Of 'EV Winter,' Sees Electric Vehicles Accounting For Just 25% Of New Car Sales In 2030
Deepwater Asset Management Managing Partner Gene Munster now expects electric vehicles to account for only 25% of new car sales in the U.S. in 2030, down from his earlier forecast of 50%.
What Bears And Bulls Think On Nvidia Is Irrelevant, Says Gene Munster Because 'AI Will Be Bigger Than The Internet'
What Bears And Bulls Think On Nvidia Is Irrelevant, Says Gene Munster Because 'AI Will Be Bigger Than The Internet'
Gene Munster, managing partner at Deepwater Asset Management, shared insights on NVIDIA Corp. earnings and artificial intelligence potential on X. "The bears will say $NVDA earnings were good but not great," he wrote on Wednesday.
Microsoft Azure Miss To Lead To Dip In AI Stocks, But The Trade Remains Strong, Predicts Gene Munster — Increased Redmond Capex 'Good News' For Nvidia, TSMC
Microsoft Azure Miss To Lead To Dip In AI Stocks, But The Trade Remains Strong, Predicts Gene Munster — Increased Redmond Capex 'Good News' For Nvidia, TSMC
Deepwater Asset Management's Managing Partner Gene Munster has forecasted a potential downturn in AI stocks due to Microsoft's Azure underperformance. Despite this, Munster remains optimistic about the AI sector's future.
Micron Shares Slipping 8% After Hours 'Bad News' But 'Good News' Is The AI Trade Is Intact, Says Gene Munster
Micron Shares Slipping 8% After Hours 'Bad News' But 'Good News' Is The AI Trade Is Intact, Says Gene Munster
Micron Technology Inc. experienced a significant drop of nearly 8% in after-hours trading, following its latest earnings report. However, Gene Munster, the managing partner at Deepwater Asset Management, remains optimistic about the company's AI prospects.
Gene Munster On WWDC 2024 — AI Features 'Enough' To Move Growth Higher Than Expected: 'Today Was The Biggest Day For Apple Since iPhone Announcement'
Gene Munster On WWDC 2024 — AI Features 'Enough' To Move Growth Higher Than Expected: 'Today Was The Biggest Day For Apple Since iPhone Announcement'
Gene Munster, managing partner at Deepwater Asset Management, expressed confidence that Apple's new AI features unveiled at WWDC 2024 could drive hardware upgrades and exceed growth estimates over the next few years.
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