Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, to discuss key tech stocks ahead of their earnings reports. Key focus areas include the AI hype cycle and recent NASDAQ sell-off dynamics. They analyze market sentiments, expected pullbacks, and specific stock movements, particularly in the semiconductor space. Google and its AI advances, Tesla and its expected vehicle launches, Microsoft's alignment with OpenAI, Meta's AI integrations, and Apple's upcoming AI features in iPhones. They also touch upon the private sector as it relates to the batch of AI-first companies due to come online in the next couple of years.
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