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Deepwater Asset Mgmt

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Wednesday, 7 February 2024

1 piece
48 Hours With Vision Pro: Our Thesis on Spatial Computing

Friday, 2 February 2024

2 pieces
China Clouds Shroud Apple’s Progress
Developers Will Ensure Vision Pro Goes Beyond Gaming

Thursday, 25 January 2024

1 piece
Tesla’s Dark Chapter Will Test Investor Patience

Friday, 19 January 2024

1 piece
Tesla Preview: Margins Stabilize in 2024, Competitive Lead Expands

Thursday, 11 January 2024

1 piece
Meta’s AI Masterplan Is About the Next Billion Users

Friday, 5 January 2024

1 piece
2024: The Year of AI-Powered Stock Picking

Wednesday, 27 December 2023

1 piece
Deepwater’s 2024 Predictions

Friday, 22 December 2023

1 piece
Infinite Intelligence > Superintelligence

Monday, 11 December 2023

1 piece
Gemini’s a Powerful Reminder Google is in the AI Race

Wednesday, 6 December 2023

1 piece
The Long and Short of Investing with AI

Tuesday, 5 December 2023

1 piece
2023 Deepwater Holiday Gift Guide

Friday, 1 December 2023

1 piece
Cybertruck Is a Niche Product Today that Reinforces Tesla’s Lead

Wednesday, 29 November 2023

1 piece
Amazon Cyber Monday Discounts Are Less Attractive at Second Glance

Wednesday, 22 November 2023

1 piece
Nvidia’s Data Center Segment Growth Will Continue, Because AI Is Just Getting Started

Thursday, 9 November 2023

1 piece
In Big Auto’s Slow Move to EVs, Tesla Gains an Advantage

Friday, 3 November 2023

1 piece
Apple’s Profitable Flywheel is Rock Solid

Thursday, 26 October 2023

1 piece
Rise of the Creator

Friday, 20 October 2023

1 piece
Netflix Pulls Levers and Hits the Jackpot, But Long-Term Remains Unclear

Thursday, 19 October 2023

1 piece
Tesla’s Dark Chapter Will Likely Last a Year, Then Things Brighten

Tuesday, 17 October 2023

1 piece
The AI Bubble Playbook

Tuesday, 10 October 2023

1 piece
Tesla Preview: Margins Soften in September Before Expanding in December

Thursday, 5 October 2023

1 piece
Vision Pro Will Be a Hit—Once the Apps Show Up

Tuesday, 3 October 2023

1 piece
Meta App Subscriptions Would Move the Revenue Needle

Friday, 29 September 2023

1 piece
Rumors of Jony Ive Working With Sam Altman on AI Device Deserve Attention

Wednesday, 27 September 2023

1 piece
Meta Connect Showcases Gap With Apple and New AI Tools That Will Win User Attention

Monday, 25 September 2023

1 piece
India Is Starting to Help Apple Diversify Its Production

Friday, 22 September 2023

1 piece
iPhone 15 Upgrade Experience Underscores Apple Is a Consumer Staples Company

Thursday, 21 September 2023

1 piece
Battle of the AI Stock Pickers: ChatGPT vs Bard vs Claude

Thursday, 14 September 2023

1 piece
Tesla’s the Winner in Big Auto Labor Talks

Tuesday, 12 September 2023

2 pieces
iPhone 15 Is Enough to Return Apple to Growth
Assessing the IPO Window with the Deepwater IPO Index

Friday, 8 September 2023

1 piece
iPhone China Ban Is Largely Immaterial

Wednesday, 6 September 2023

1 piece
We Know the IPO Window Is Open. The Real Question Is How Wide?

Thursday, 31 August 2023

1 piece
3 Takeaways from Instacart’s S-1

Wednesday, 30 August 2023

1 piece
The Valuation Playbook

Tuesday, 29 August 2023

1 piece
With New $1B Raise, Redwood Is the Most Promising Company in Battery Tech

Friday, 25 August 2023

1 piece
NVIDIA’s Growth Is Sustainable Through 2025

Monday, 21 August 2023

1 piece
Show ChatGPT the $$$: Monetizing AI Chat

Wednesday, 16 August 2023

1 piece
AI is Awful
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