FeedsGet the weekly digest
Feed

Deepwater Asset Mgmt

383 posts indexed0 in the last 30 daysVisit site ↗

Thursday, 10 July 2025

1 piece
From Jobs to Cook: A Masterclass in Leadership Succession

Wednesday, 9 July 2025

1 piece
Despite EVs’ Headwinds, They’re Still the Future

Thursday, 3 July 2025

1 piece
Redwood Turns Used EV Batteries into Low‑Cost Power for AI Data Centers

Wednesday, 2 July 2025

1 piece
Tesla Deliveries Not as Bad as Feared; It’s Still All About Autonomy

Tuesday, 1 July 2025

1 piece
Apple’s Odds of Successfully Launching New Siri in 2026 Are Rising

Friday, 27 June 2025

1 piece
Our Testing Found That Siri Is a Search Tool, Not an AI Assistant

Thursday, 26 June 2025

1 piece
Tesla June Delivery Preview: Ugly Is OK

Monday, 16 June 2025

1 piece
Robotaxi is a Juicy Opportunity. How Much Juice?

Wednesday, 11 June 2025

1 piece
Apple Is on a Mission To Nail Siri

Friday, 6 June 2025

1 piece
Musk vs. Trump Drama Won’t Derail Robotaxi’s Potential

Tuesday, 3 June 2025

1 piece
WWDC Preview: Apple Still Has a Couple of Years to Get AI Right

Thursday, 29 May 2025

1 piece
Forget China — Nvidia’s Core Business Is Booming

Tuesday, 27 May 2025

1 piece
Nvidia Preview: Strong Fundamentals Amid Downward Revisions

Monday, 26 May 2025

1 piece
Reading Between the Lines of Sam Altman & Jony Ive’s Letter

Friday, 23 May 2025

1 piece
Ive Wants Us to Move Past the Screen: What It Means for Apple and Google

Tuesday, 20 May 2025

1 piece
Apple Appears Ready to Flex Its AI Model Muscles

Monday, 19 May 2025

1 piece
Search Will Be On Trial at Tomorrow’s Google I/O Event

Friday, 16 May 2025

1 piece
What March Earnings Reveal About AI’s Staying Power

Wednesday, 7 May 2025

2 pieces
Apple Has the Upper Hand When It Comes to the Future of Search
Google’s Golden Goose Is Ill

Friday, 2 May 2025

2 pieces
Apple Investors Should Sleep Well Knowing Cook Is in Charge
Deepwater AI Summit 2025

Thursday, 1 May 2025

1 piece
Meta’s AI Investment Are Paying Off

Wednesday, 30 April 2025

1 piece
Apple Preview: It’s All About The Long-Term

Tuesday, 29 April 2025

1 piece
Meta Preview: China Poses Near-Term Drag, But Long-Term Momentum Remains Strong

Thursday, 17 April 2025

1 piece
Tesla March Preview: 2025 Largely Doesn’t Matter

Thursday, 10 April 2025

1 piece
AI Fundamentals Remain White Hot

Friday, 4 April 2025

2 pieces
Deepwater Frontier Tech Spotlight: Confluent
2026 Marks the Inflection Point for Tesla

Tuesday, 1 April 2025

1 piece
What 355K March Deliveries Means for Tesla’s CY25 and CY26 Earnings

Friday, 28 March 2025

1 piece
Deepwater Frontier Tech Spotlight: Vertiv

Thursday, 27 March 2025

1 piece
To What Extent Does a 25% Auto Tariff Boost Demand for Tesla Deliveries?

Friday, 21 March 2025

1 piece
4 Takeaways from Nvidia’s GTC Keynote

Friday, 7 March 2025

1 piece
How We Invest in Disruption

Thursday, 27 February 2025

1 piece
We Should Believe Jensen’s Claim That Reasoning Increases Demand for Compute by 100x

Wednesday, 26 February 2025

1 piece
Apple’s Shareholder Meeting Becomes a Forum to Guide Investors

Monday, 24 February 2025

1 piece
Apple’s U.S. Investment is Stepping Up to Support AI and Avoid Tariffs

Friday, 21 February 2025

1 piece
Deepwater Frontier Tech Survey 2025

Wednesday, 12 February 2025

1 piece
Apple Intelligence in China Should Move The Growth Needle

Friday, 7 February 2025

1 piece
Investors Still Doubt That the AI Hardware Trade Is Alive and Well
← Prev12345…10Next →
About
TAGS
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily