Gene Munster, Managing Partner at Deepwater Asset Management, Talks Nvidia Earnings & the AI Revolution

Gene Munster, Managing Partner at Deepwater Asset Management, dives into Nvidia's earnings and the implications of the AI revolution. He explains how AI is set to reshape industries, much like the internet did. Munster discusses the unpredictable yet groundbreaking potential of AI technologies, drawing parallels to past innovations. He also analyzes how AI features could drive demand for the next iPhone, reminiscent of the iPhone 6 Plus success. His insights emphasize the importance of long-term investment as we venture into this transformative era.