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Dan Nathan and Guy Adami are joined by Gene Munster, Managing Partner at Deepwater Asset Management, for a wide-ranging conversation recorded as the market sold off into the close — and as the guys sign off from their current studio one last time.

They open on Micron's blowout quarter and the 16 strategic five-year customer agreements that have it up 20%, debating whether the historic boom-and-bust cyclicality is finally being priced out of memory. From there, Gene makes his case that the AI trade is still in the "second inning," walking through AGI, the gap between hype and adoption, the threat cheap open-source models out of China pose to model pricing, and why he thinks Google has gotten the best return on its AI investment so far. The group also digs into Apple's pricing power as memory costs spike — and the 2019 upgrade-cycle scare that still haunts the bulls — before closing on the SpaceX IPO one week in, the Tesla–SpaceX roll-up bet, and the state of robotaxi and full self-driving.

Articles Referenced

Why aren’t more companies adopting AI? (FT)
Fatal Tesla Crash Into Texas Home Now Under Federal Safety Investigation (WSJ)

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