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Dan Nathan welcomes Gene Munster of Deepwater Asset Management to the RiskReversal Podcast. They discuss the recent significant market drops in the S&P and Nasdaq, considering if these drops could be termed a 'market crash'. Gene shares his views on the volatile market, especially in light of increasing tariffs between the U.S. and China. They analyze the performance and future of several major stocks, including Apple, Microsoft, Meta, Google, Tesla, and Nvidia, touching on AI's influence and the broader economic impacts of the trade war. Gene offers insights into stock valuations and the potential for further declines, highlighting the importance of investor psychology and market reactions to ongoing geopolitical developments. Timecodes 0:00 - Tech Sell-Off 7:45 - AAPL & MSFT 12:50 - META 16:45 - GOOGL 20:05 - TSLA 26:30 - NVDA — FOLLOW US Instagram: / riskreversalmedia Twitter: https://x.com/riskreversal LinkedIn: / riskreversalmedia #investing #stocks #stockmarket The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.