Deepwater Asset Management
Deepwater Asset Management is an SEC-registered institutional investment manager that files quarterly Form 13F holdings disclosures.
Government Contracts & Awards
No recent government contracts or awards found.
Proprietary Tech & Patents
No patents found in our USPTO sample (a narrow, keyword-clustered feed of recent grants in strategic tech sectors — not a comprehensive patent database).
Form D Funding
No recent SEC Form D filings found.
Market Intelligence & News
Microsoft Earnings ‘Don’t Matter,’ Says Gene Munster Because 'Battle With the Bots' Just Beginning, Analyst Sounds 'Value Trap' Warning
As investors await Microsoft Corp’s (NASDAQ:MSFT) quarterly results, Gene Munster argues the company’s long-term AI strategy—not its near-term earnings—will determine whether it can maintain its market leadership. Munster Says Microsoft’s AI Transition Matters More Than Earnings Ahead of Microsoft’s earnings report on Wednesday, Deepwater Asset Management’s managing partner said that Wall Street is focused on the wrong metric, arguing that the software giant’s biggest challenges lie years ahead
TSLA Stock Up for Fourth Straight Day Before Thursday Deliveries Report — Wall Street Expects Year-On-Year Growth
Gene Munster of Deepwater Asset Management forecasts Tesla will deliver 420,000 vehicles in the June quarter.
Apple’s Latest Reveal Proves That Micron Has “More Room To Run”
Gene Munster, Managing Partner of Deepwater Asset Management, used a CNBC segment on June 18, 2026 to tie together two critical semiconductor stories: Apple‘s willingness to raise iPhone prices and the parabolic move in memory chip stocks. His thesis: when the most operationally disciplined hardware company in the world signals it cannot absorb the full ... Apple’s Latest Reveal Proves That Micron Has “More Room To Run”
Why Boeing Has the Most to Lose If Tesla and SpaceX Ever Combine
Gene Munster of Deepwater Asset Management and Elon Musk biographer Walter Isaacson have floated the idea that Tesla (NASDAQ: TSLA) and SpaceX could combine within the next decade. This remains speculation rather than a deal. For Boeing (NYSE: BA), the hypothetical lands harder than for any other company. Boeing: A Fragile Recovery Meets a Hypothetical ... Why Boeing Has the Most to Lose If Tesla and SpaceX Ever Combine
Key People
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Political Giving
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Factual Connections
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