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Deepwater Asset Mgmt

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Wednesday, 5 February 2025

1 piece
China and EU Aim Tariff Counterpunch at Big Tech

Friday, 31 January 2025

1 piece
What Does DeepSeek Mean for AI?

Tuesday, 7 January 2025

1 piece
Jensen’s CES Keynote Message: We’re Still Early in the AI Hardware Buildout

Tuesday, 17 December 2024

1 piece
Deepwater’s 2025 Predictions

Friday, 6 December 2024

1 piece
Salesforce’s AI Message is Resonating with Investors

Tuesday, 19 November 2024

2 pieces
Waymo’s Too Small For GOOG Investors Today, Overtime That Will Change
Tesla’s Two Ridesharing Business Models Come More Into Focus

Friday, 15 November 2024

1 piece
Tesla Deliveries Should Still Accelerate Next Year Despite Tax Credit Ending

Friday, 8 November 2024

1 piece
What a Trump Presidency Means for Tech Investing and AI

Friday, 1 November 2024

2 pieces
Google Shows Early Signs of Navigating Generative AI
Apple Intelligence Will Be Worth the Wait

Friday, 25 October 2024

1 piece
The EV and Autonomy Winter Shows Signs of Thawing

Friday, 18 October 2024

1 piece
The FSD Waiting Game Is Worth the Wait

Friday, 11 October 2024

1 piece
The ‘Is Tesla a Tech or Car Company?’ Debate Is Over

Friday, 4 October 2024

1 piece
“We, Robot” Event Preview

Wednesday, 2 October 2024

1 piece
Tesla Deliveries Return To Growth

Monday, 16 September 2024

1 piece
Justification for an iPhone Supercycle

Friday, 30 August 2024

1 piece
Updated EV Adoption Estimates

Friday, 23 August 2024

1 piece
Smart Glasses Opportunity Bigger Than Spatial Computing

Monday, 12 August 2024

1 piece
Apple’s Business Accelerates Ahead of the Supercycle

Saturday, 3 August 2024

1 piece
Meta Made its AI Strategy Clear with a Confidence Building Roadmap

Friday, 26 July 2024

1 piece
Tesla’s Heavy Bet on the Future of Autonomy Is a Worthwhile Waiting Game

Tuesday, 9 July 2024

1 piece
Can AI Predict the Future?

Friday, 5 July 2024

1 piece
AI Benchmarking: Evaluating Model Performance on Subjective, Complex, and Predictive Queries

Friday, 14 June 2024

1 piece
Apple’s AI Integration Will Boost Device Sales and Margins

Wednesday, 29 May 2024

1 piece
AI, Truth, and Timeless Work

Tuesday, 28 May 2024

1 piece
Investing in xAI

Thursday, 23 May 2024

2 pieces
Investing in Digs
Early Robotaxi Event Preview

Wednesday, 8 May 2024

1 piece
A Clearer Picture of Apple’s China Business Emerges

Tuesday, 7 May 2024

2 pieces
Apple’s Set to Re-accelerate: All Eyes on AI
iPad “Let Loose” Event Reveals Pace of Silicon Development Has Quickened

Thursday, 2 May 2024

2 pieces
Meta’s AI Investments Will Pay off in the Long Run
Google’s Results Show AI Can Complement Search

Friday, 26 April 2024

1 piece
Investing in TSLA Comes Down to Faith

Tuesday, 26 March 2024

1 piece
Apple Readies for Its Jump Into Generative AI

Thursday, 21 March 2024

1 piece
DOJ Takes Aim at Apple, Largely Focused on Services

Monday, 18 March 2024

1 piece
As Apple’s Focus on AI Intensifies, Margins Could Be Pressured

Thursday, 29 February 2024

1 piece
GenAI and the Future of Content

Wednesday, 14 February 2024

1 piece
Deepwater Frontier Tech Survey 2024
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