Gene Munster
Mentioned in 5 analyzed podcast episodes across 2 shows
Managing partner at Deepwater Asset Management who provides analysis and commentary on technology and market trends. Discussed on CNBC's "Fast Money" for insights on major tech companies like Alphabet, including their capital expenditure strategies and AI investments, as well as broader software market dynamics. Known for making predictions about sector shifts, such as forecasting changes in seat-based software pricing models.
Episode Appearances
CNBC's "Fast Money" · Apr 23, 2026
Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26
“Guest analyst arguing Intel renaissance reflects broader AI infrastructure opportunity; cautioned against overthinking valuations”
CNBC's "Fast Money" · Apr 2, 2026
Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26
“Analyzing Microsoft's software sector weakness, AI product execution concerns, and SpaceX IPO investment thesis”
CNBC's "Fast Money" · Feb 6, 2026
Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26
“Deepwater Asset Management managing partner; predicted seat-based software will trade dollars for dimes over 3 years.”
CNBC's "Fast Money" · Feb 4, 2026
Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26
“Deepwater Asset Management managing partner; analyzed Alphabet's CapEx as vote of confidence in AI; discussed software headwinds”
The Artificial Intelligence Show · Jan 27, 2026