Deepwater Asset Management's Gene Munster Talks Apple, Amazon

Gene Munster, Co-founder of Deepwater Asset Management, shares insights into the financial health of giants Apple and Amazon. He highlights the potential of AI enhancements in iPhones and how they could influence growth. Munster discusses Apple's new features and the expected super cycle ahead. He also examines Amazon’s strategic shift from hardware towards AI and consumer tools, revealing a positive outlook for their AWS division. This conversation is packed with valuable information for tech investors!