Deepwater Asset Management

if they deliver on what they showed today it's going to be gang busters... And so if they deliver on what we talked about, investors will be rewarded. We're not there yet, but they will be rewarded... I'm still optimistic that they have much more time than investors realize to ge

— Deepwater Asset Management, at 0:01

If Apple's successful at maintaining the culture that they've had over the largest the large part of the last 50 years, they're going to be continue to be wildly successful over the next 50.

— Deepwater Asset Management

continues to de-risk the commentary around the June quarter... no need to lose sleep over margins. I think Cook's got his handle on this

— Deepwater Asset Management

I'm surprised that the stock's only up 1%. Would have expected to be up 5% plus. And I think it just speaks to how how how uh much investors are yearning for more details about how AI is going to make a big impact on their business.

— Deepwater Asset Management

Nvidia shares surprisingly are only up about 1%... this is still going to be a bumpy trade, but I think continues to move higher

— Deepwater Asset Management, at 3:42

the business is doing exceptionally well and it bodess well for the AI trade... fundamentals are phenomenal. I think that there's probably other companies that will do better in terms of stock performance around AI. There's probably better spots to pick.

I think we are seeing an end to this EV winter... this is advantage Tesla, not just for calendar 26, but kind of that 10 to 15% growth probably for 27 and 28 from my perspective... this is a a strong indication that Tesla's brand is holding up.

— Deepwater Asset Management

FSD is making progress and that kind of feeds the whole business.

I continue to believe that this is going to be the top performing MAG7 of this Mag7 stock this year and would expect that uh you know who knows what the market does tomorrow around software but would expect that shares will be rewarded for what is just really impressive growth an

— Deepwater Asset Management

when you put all that together, that's why we have the stock up 14%... they said tight beyond 2027... the fact that they are adding this many SCAs is an indication that the customers are seeing the demand... this is a positive for just a whole broader AI infrastructure ecosystem

— Deepwater Asset Management, at 0:01

they guided up for the March results to be 7% higher than where the street was at. That means that if they hit the high end of their range, which they probably will for March, revenue will grow 40%... shares of TSM were up 7% seems reasonable.

— Deepwater Asset Management