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Gene Munster Put 70% of His Money In AI —What He’s Buying Now

March 25, 2026
in Trade Tube
Reading Time: 1 min read
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How should you invest in AI right now? Gene Munster of Deepwater Asset Management shares his strategy, top AI stocks, and why smaller companies, not just Big Tech, could drive the biggest gains next.

00:00 Introduction
00:13 Is Big Tech Lagging?
02:42 Big Tech Focus Areas
05:03 Which Mag 7 to Buy
06:37 AI vs Software Stocks
08:44 Opportunities Beyond Big Tech
10:30 Is Nasdaq Still Best?
11:54 Apple’s Next Catalyst
15:01 AI Winners: One or Many?
17:01 Tesla After the Pullback
19:46 Buy Tesla Here?
20:11 Rapid fire: This or That

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