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Amazon
Gene Munster, Doug Clinton
Loup TV 148: Amazon’s $31B Ad Spend; Facebook Rebrands News; You May Be Able to File Taxes in Crypto
Gene and Doug discuss: Where there’s massive reach, there’s massive ad opportunity. Amazon increases its ad spend to $31B — which is larger than the ad revenue of Snap, Pinterest and Microsoft combined. Facebook launches its news aggregation service to…
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Amazon
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Meta
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Themes
Doug Clinton
The Most Powerful Question in Investing
This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…
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Amazon
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Apple
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Google
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Investment Philosophy
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Meta
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Microsoft
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Netflix
Gene Munster, Doug Clinton
Loup TV 141: Escaping the Woodshed
Tech had a good night in the reporting category. The four primary tech companies all saw their shares increase by more than 10% in after-hours trading. While these companies were not taken out to the woodshed, we’re not out of…
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Amazon
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Apple
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Meta
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Snapchat
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TikTok
Gene Munster, Doug Clinton
Loup TV 137: The Week Ahead
Gene and Doug share their thoughts on: Last week’s earning reports from MSFT, AAPL and TSLA. The takeaway is that the bar remains high for Big Tech. A preview of upcoming earning calls from GOOGL (Feb. 1), FB (Feb. 2),…
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Amazon
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Apple
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Google
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Meta
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Tesla
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Themes
Gene Munster, Doug Clinton
Loup TV 119: Fed Roulette; What’s New on the EV Market; Amazon-Stellantis Deal; Sony Announces PSVR 2
Gene and Doug discuss the market selloff and Fed roulette; respond to GM’s announcement of the 2024 Chevy Silverado EV, as a contender to Ford’s F-150 Lightning and Tesla’s Cybertruck; review a deal made by Amazon and Stellantis for EV…
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Amazon
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Autonomous Vehicles
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Deepwater TV
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Gaming
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Technology
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Tesla
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Virtual Reality
Gene Munster
Loup’s 2022 Tech Predictions
Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…
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5G
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Amazon
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Apple
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Autonomous Vehicles
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Future
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Future of Work
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Google
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Meta
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Microsoft
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Technology
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Tesla
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Themes
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Virtual Reality
Gene Munster
Apple & Amazon Read From Google, Microsoft & Twitter Results
Below are the read-throughs for the upcoming Apple and Amazon September earnings based on results from Google, Microsoft, and Twitter, along with their key takeaways. Apple read As for the macro, Google did not caution as much about the soft…
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Amazon
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Apple
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Google
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Meta
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Microsoft
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Snapchat
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Tesla
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Twitter
Gene Munster
Big Tech Growth Answers Buried in 2019
June quarter earnings for big tech shared a common theme, debating the giants’ sustainable revenue growth rates. Facebook and Amazon shared the most on the topic of modeling growth rates exiting the pandemic, both pointing to the back half of…
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Amazon
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Apple
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Google
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Meta
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Microsoft
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Netflix
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Tesla
Gene Munster, Doug Clinton, Andrew Murphy
Loup TV 101: Big Tech Earnings Show Durability
Doug, Gene, and Andrew process an eventful earnings week and conclude that we’re still going to be dependent on Big Tech.
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Amazon
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Apple
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Deepwater TV
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Google
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Markets
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Meta
Gene Munster
Loup TV 092: Netflix’s and Disney’s Streaming Gameplans
Gene’s joined by Mark Zgutowicz from Rosenblatt Securities to discuss the top three video streaming services and what they need to do to stay relevant.
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Amazon
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Apple
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Deepwater TV
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Netflix
Gene Munster, Andrew Murphy
Loup TV 089: Why Amazon Is Buying MGM
Gene and Andrew discusses what Amazon’s planned acquisition of MGM means for the company, along with the broader streaming race among big tech.
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Amazon
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Apple
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Deepwater TV
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Google
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Netflix
Gene Munster, Andrew Murphy
Rethinking Ecommerce: Convenience vs. The Experiential
This is the second in a multi-part series rethinking ecommerce. The series is based on three premises: Ecommerce is just commerce at home. Today, almost all retail transactions involve some digital elements. Shopping now happens on a spectrum between the…
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Amazon
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Apple
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Enjoy
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Retail
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