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Recent episodes
Pressure Points: Micron 3Q'26 Earnings
Jun 24, 2026
6m 29s
Pressure Points: WWDC Keynote 2026
Jun 8, 2026
5m 13s
Pressure Points: NVIDIA 1Q'27 Earnings
May 20, 2026
8m 48s
Pressure Points: Apple 2Q'26 Earnings
Apr 30, 2026
12m 21s
Pressure Points: Hyperscalers Double Down on AI Capex
Apr 30, 2026
6m 29s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 |  Pressure Points: Micron 3Q'26 Earnings | The most underappreciated data point on MU’s earnings call was that the number of five-year SCAs increased from one last quarter to seven this quarter. That’s significant because it suggests customers expect this buildout to last for at least five years and want greater pricing visibility over that time frame. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 6m 29s | ||||||
| 6/8/26 |  Pressure Points: WWDC Keynote 2026✨ | Siri AIApple+3 | — | Siri AIApple | — | AppleSiri AI+3 | — | 5m 13s | |
| 5/20/26 |  Pressure Points: NVIDIA 1Q'27 Earnings✨ | earnings reporttechnology growth+3 | — | NVIDIA | — | NVIDIAearnings+3 | — | 8m 48s | |
| 4/30/26 |  Pressure Points: Apple 2Q'26 Earnings✨ | Apple earningsSiri+3 | — | SiriiPhone+1 | — | Appleearnings+5 | — | 12m 21s | |
| 4/30/26 |  Pressure Points: Hyperscalers Double Down on AI Capex✨ | AI spendingcapex outlook+3 | — | Deepwater Asset Managementhyperscalers | — | AIcapex+3 | — | 6m 29s | |
| 4/30/26 |  Pressure Points: Meta 1Q'26 Earnings✨ | earnings reportcapital expenditure+3 | — | Meta | — | Metaearnings+5 | — | 4m 10s | |
| 4/30/26 |  Pressure Points: Google 1Q'26 Earnings✨ | earnings reportGoogle Cloud+3 | — | GoogleGoogle Cloud | — | Google1Q'26+5 | — | 5m 04s | |
| 4/30/26 |  Pressure Points: Microsoft 3Q'26 Earnings✨ | Microsoft earningsAzure growth+3 | — | MicrosoftAzure | — | MicrosoftAzure+5 | — | 4m 40s | |
| 4/30/26 |  Pressure Points: Amazon 1Q'26 Earnings✨ | earnings reportcapital expenditure+3 | — | AmazonAWS | — | Amazon1Q'26+4 | — | 5m 10s | |
| 4/22/26 |  Pressure Points: Tesla 1Q'26 Earnings✨ | earnings reportTesla+3 | — | TSLATesla | 1Q'26 | Teslaearnings+3 | — | 12m 37s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 4/20/26 |  Pressure Points: Tim Cook Stepping Down as Apple CEO✨ | AppleCEO transition+3 | — | AppleDeepwater Asset Management | — | Tim CookApple+5 | — | 10m 25s | |
| 4/9/26 |  Pressure Points: SpaceX IPO & Sovereign AI | For the deep dive on our SpaceX Is Building the World’s First Sovereign AI thesis, check out Doug Clinton and I on Pressure Points. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 34m 46s | ||||||
| 3/27/26 |  Pressure Points: Tesla Deliveries Preview - Q1 2026 | Beyond the headline of next week’s Tesla deliveries is the reality that the EV business is in a better place today than two years ago. Big Auto made big cuts to EV investment over that time, and that gives Tesla a bigger opportunity, especially in the US where we don’t have BYD. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 10m 27s | ||||||
| 3/16/26 |  Pressure Points: Nvidia's GTC Keynote 2026 | Bottom line from Jensen’s keynote: Demand is measurably stronger than even the highest expectations, and investors are still having a hard time getting comfortable with that. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 5m 14s | ||||||
| 3/13/26 |  Pressure Points: Apple's 50th Anniversary | Reflecting on Apple’s upcoming 50th birthday reveals why the company will continue to be successful. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 12m 56s | ||||||
| 3/4/26 |  Pressure Points: Day 3 of New Apple Products - MacBook Neo | The new MacBook Neo should add 0.5% to overall revenue for the next year. I believe it won't impact margins. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 4m 48s | ||||||
| 3/3/26 |  Pressure Points: Apple's New Mac Lineup | The new Mac’s announced today add color to Cook’s “range of options to deal with margins”. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 8m 25s | ||||||
| 3/2/26 |  Pressure Points: New Apple Products - iPhone 17e & iPad Air | The new Apple products should translate into a modest upside for June quarter revenue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 4m 36s | ||||||
| 2/26/26 |  Pressure Points: Nvidia 4Q'26 Earnings | Three takeaways on Nvidia:1. The stock being down 1% underscores that investors’ long term growth concerns remain.2. The fundamentals and outlook came in better than elevated whisper numbers.3. Most importantly, the guidance reinforces just how early we are in AI. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 10m 41s | ||||||
| 2/4/26 |  Pressure Points: Google 4Q'25 Earnings | Google's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 7m 17s | ||||||
| 1/30/26 |  Pressure Points: Apple 1Q'26 Earnings | Why is Apple up only 1% despite a much better-than-expected December quarter and March guide? The explanation begins in June 2024. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 9m 33s | ||||||
| 1/29/26 |  Pressure Points: Tesla 4Q'25 Earnings | The fact that Tesla is disclosing FSD subscriptions is all you need to know about its progress. That progress makes Robotaxi expansion a reality. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 5m 53s | ||||||
| 1/15/26 |  Pressure Points: AI Trade Update - Jan 2026 | We’re 4% of the way into 2026, and the fundamentals of AI infrastructure are tracking above expectations. Next stop: hyperscalers’ capex guidance in two weeks. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 7m 42s | ||||||
| 12/8/25 |  Pressure Points: Nvidia Sales to China | This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 4m 31s | ||||||
| 12/5/25 |  Pressure Points: Changes at Apple | Apple’s leadership shake-up comes while there’s still plenty of time for Apple to nail AI. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com | 6m 25s | ||||||
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