Archive - Deepwater Asset Management

Ep3: Apple's AI Investment Case

Jun 16 •

Deepwater Asset Management

31:43

DeepTech Ep2 - Hype to Impact: AI's Next Chapter

Jun 9 •

Deepwater Asset Management

38:33

April 2025

Ep1: Navigating The AI Trade

Apr 15 •

Deepwater Asset Management

44:10

February 2025

DeepTech315: Elon’s Bid for OpenAI / Apple Intelligence in China / iPhone SE

Feb 13 •

Deepwater Asset Management

14:32

January 2025

DeepTech315: DeepSeek / Tesla Earnings / Apple Earnings

Jan 31 •

Deepwater Asset Management

15:49

DeepTech315: The Stargate Project / OpenAI’s Operator / DeepSeek

Jan 24 •

Deepwater Asset Management

14:58

DeepTech315: TikTok / TSMC Earnings / Anduril Update

Jan 17 •

Deepwater Asset Management

14:37

DeepTech315: Tesla Deliveries / Musk-Zuckerberg Politics / AI Trade

Jan 3 •

Deepwater Asset Management

14:20

December 2024

DeepTech315: Broadcom / Apple Intelligence / Gemini 2.0

Dec 13, 2024 •

Deepwater Asset Management

14:40

DeepTech315: TikTok Ban / Salesforce’s AI / AI Adoption

Dec 6, 2024 •

Deepwater Asset Management

12:38

November 2024

DeepTech315: CA EV Tax Credit Controversy / Amazon-Anthropic Investment / Gratitude for Tech Developments

Nov 27, 2024 •

Deepwater Asset Management

9:39

DeepTech315: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment

Nov 22, 2024 •

Deepwater Asset Management

14:09

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