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Deepwater Asset Mgmt

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Friday, 11 August 2023

1 piece
Apple’s App Store Is an Important Part of Its Profitability — And It’s Not Changing

Thursday, 10 August 2023

1 piece
The Rising Tide of Efficiency: Tech Companies Don’t Sell Products, They Sell Time

Tuesday, 8 August 2023

1 piece
The Things AI Won’t Change

Friday, 4 August 2023

1 piece
Apple Setting up for Faster Growth in December

Friday, 28 July 2023

2 pieces
Google’s Evolution of Search Should Increase Engagement and Revenue Growth
Meta Is Positioned to Accelerate Growth

Thursday, 20 July 2023

2 pieces
What Would You Pay for Personalized AI?
Tesla Is Making the Right Decision to Invest in the Business

Wednesday, 12 July 2023

1 piece
Industrial Cybersecurity: The Battleground in Our Backyard

Monday, 10 July 2023

1 piece
A Trillion Dollar Market: Personal AI

Friday, 23 June 2023

1 piece
Understanding AI: LLM Basics for Investors

Friday, 9 June 2023

1 piece
Vision Pro Demo Review: Open-Ended Potential

Thursday, 8 June 2023

1 piece
Five (+1) AI Ideas from Five AI Leaders

Tuesday, 6 June 2023

1 piece
Apple Vision Pro’s Spatial Computing Is a Big Deal

Thursday, 1 June 2023

1 piece
Meta and Apple Can Will AR Into Reality

Friday, 19 May 2023

1 piece
Headsets Mean Little to Apple in the Near Term but a Lot Over The Long Term

Thursday, 11 May 2023

1 piece
Google Search Is Getting an AI Overhaul

Friday, 5 May 2023

1 piece
For Apple, It’s All About the Active Device Base

Wednesday, 3 May 2023

1 piece
Apple Preview: The Only Consumer Staple With AI Upside

Friday, 28 April 2023

1 piece
Amazon Is More Than AWS

Thursday, 27 April 2023

1 piece
Meta’s AI Roadmap Is Anchored in DAU Growth

Thursday, 20 April 2023

1 piece
A Tesla Razor-Razorblade Model Is Unlikely

Tuesday, 18 April 2023

1 piece
Changes to EV Tax Credits Postpone US Electrification Independence

Friday, 14 April 2023

1 piece
Everyone Is Talking About AI, Don’t Forget About the Metaverse

Wednesday, 29 March 2023

1 piece
Tim Cook Is a Master of Threading the Needle

Friday, 24 March 2023

1 piece
TikTok’s Challenges Are Bigger Than TikTok

Friday, 17 March 2023

1 piece
Big Tech’s AI Economic Benefit Curve

Thursday, 16 March 2023

1 piece
Zuckerberg is on a Mission to Save the Metaverse

Thursday, 9 March 2023

1 piece
Apple Shareholder Meeting: Two Observations and One Question

Thursday, 2 March 2023

1 piece
Tesla’s Master Plan 3: Details Are Vague, Leadership Is Clear

Thursday, 9 February 2023

1 piece
Redwood Materials Adds DOE Loan to Accelerate Growth

Friday, 3 February 2023

1 piece
Apple’s Results Foretell Sunnier Environment Will Return

Thursday, 26 January 2023

1 piece
Tesla is Well Positioned to Navigate an Economic Storm

Friday, 20 January 2023

1 piece
Google Will Respond to ChatGPT

Wednesday, 18 January 2023

1 piece
For Apple’s Revenue, Speed Is the Gift That Keeps Giving

Saturday, 14 January 2023

1 piece
Tesla Hammers its Margins and Competition

Friday, 13 January 2023

1 piece
Apple Read From TSMC: Expect Softness Followed by Strength

Saturday, 7 January 2023

1 piece
Tesla’s Down but Not Out

Thursday, 29 December 2022

1 piece
Deepwater’s 2023 Predictions

Wednesday, 28 December 2022

1 piece
Loup’s 2023 Predictions
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