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Gene Munster

@munster_gene • 97,527 subscribers

Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀

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$TSLA is down because they slightly missed March delivery expectations.That doesn't change the takeaway. March deliveries were the first solid read on underlying demand; they grew without the help of tax credits, and growth going forward should quicken. Over the past two years, the top five carmakers have reduced EV investments by an average of 35%. I expect those reductions to be costly long-term. Below is a deep dive.
8:12
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$TSLA is down because they slightly missed March delivery expectations.That doesn't change the takeaway. March deliveries were the first solid read on underlying demand; they grew without the help of tax credits, and growth going forward should quicken. Over the past two years, the top five carmakers have reduced EV investments by an average of 35%. I expect those reductions to be costly long-term. Below is a deep dive.

Gene Munster

128,819 views • 2 months ago

$TSLA sold off on the increased capex comments. It should have traded up because it supports the company’s long-term vision:
12:37
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$TSLA sold off on the increased capex comments. It should have traded up because it supports the company’s long-term vision:

Gene Munster

80,126 views • 1 month ago

Tim crushed it as CEO of Apple. Ternus has an opportunity to supercharge $AAPL's multiple by changing the narrative, which is the biggest opportunity in big tech.
10:24
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Tim crushed it as CEO of Apple. Ternus has an opportunity to supercharge $AAPL's multiple by changing the narrative, which is the biggest opportunity in big tech.

Gene Munster

71,763 views • 1 month ago

Beyond the headline of next week’s $TSLA deliveries is the reality that the EV business is in a better place today than two years ago. Big Auto made big cuts to EV investment over that time, and that gives Tesla a bigger opportunity, especially in the US where we don’t have BYD.
10:27
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Beyond the headline of next week’s $TSLA deliveries is the reality that the EV business is in a better place today than two years ago. Big Auto made big cuts to EV investment over that time, and that gives Tesla a bigger opportunity, especially in the US where we don’t have BYD.

Gene Munster

63,033 views • 2 months ago

Bravo to $GOOG for accelerating Search in the face of chatbots. Sounds like the momentum will continue. P.S. My prediction: Waymo IPO in 2027.
6:30
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Bravo to $GOOG for accelerating Search in the face of chatbots. Sounds like the momentum will continue. P.S. My prediction: Waymo IPO in 2027.

Gene Munster

144,590 views • 7 months ago

The fact that $TSLA is disclosing FSD subscriptions is all you need to know about its progress. That progress makes Robotaxi expansion a reality.
5:52
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The fact that $TSLA is disclosing FSD subscriptions is all you need to know about its progress. That progress makes Robotaxi expansion a reality.

Gene Munster

81,169 views • 4 months ago

$NVDA Three takeaways on Pressure Points: 1. The stock being down 1% underscores that investors’ long term growth concerns remain. 2. The fundamentals and outlook came in better than elevated whisper numbers. 3. Most importantly, the guidance reinforces just how early we are in AI.
10:41
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$NVDA Three takeaways on Pressure Points: 1. The stock being down 1% underscores that investors’ long term growth concerns remain. 2. The fundamentals and outlook came in better than elevated whisper numbers. 3. Most importantly, the guidance reinforces just how early we are in AI.

Gene Munster

61,951 views • 3 months ago

The bottom line on the capex outlook, we’re early in the AI buildout. Three of the four hyperscalers hiked their AI spending outlook. I expect in CY26 will come in up closer to 80% vs. up Street expectations of up 64% going into tonight. $AMZN $GOOG $META $MSFT
6:29
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The bottom line on the capex outlook, we’re early in the AI buildout. Three of the four hyperscalers hiked their AI spending outlook. I expect in CY26 will come in up closer to 80% vs. up Street expectations of up 64% going into tonight. $AMZN $GOOG $META $MSFT

Gene Munster

28,320 views • 1 month ago

$TSLA basically dropped the 2025 bar to the floor and raised the 2026, 2027, and 2028 bars to the stars.
7:51
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$TSLA basically dropped the 2025 bar to the floor and raised the 2026, 2027, and 2028 bars to the stars.

Gene Munster

204,187 views • 1 year ago

The reason why shares of $AAPL are not up more is investors wonder if the new Siri can power an encore to iPhone super cycle that wraps up this quarter. I believe the answer is yes.
12:20
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The reason why shares of $AAPL are not up more is investors wonder if the new Siri can power an encore to iPhone super cycle that wraps up this quarter. I believe the answer is yes.

Gene Munster

24,791 views • 1 month ago

Deja vu: China sales should increase $NVDA FY25 growth to 65% vs. 51% expected today. Stock up 5% on the news today. Nasdaq was down 0.1%. More in Pressure Points.
4:31
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Deja vu: China sales should increase $NVDA FY25 growth to 65% vs. 51% expected today. Stock up 5% on the news today. Nasdaq was down 0.1%. More in Pressure Points.

Gene Munster

79,946 views • 6 months ago

This combo makes sense. More on Pressure Points below.
6:39
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This combo makes sense. More on Pressure Points below.

Gene Munster

57,869 views • 4 months ago

Bottom line from Jensen’s keynote: Demand is measurably stronger than even the highest expectations, and investors are still having a hard time getting comfortable with that. $NVDA
5:14
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Bottom line from Jensen’s keynote: Demand is measurably stronger than even the highest expectations, and investors are still having a hard time getting comfortable with that. $NVDA

Gene Munster

41,168 views • 2 months ago

I believe Jensen is suggesting about 15% upside to revenue over the next 5 quarters. The stock’s up only 4% on that likely because there are enough moving parts to keep investors from taking his comments to the bank. $NVDA
5:10
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I believe Jensen is suggesting about 15% upside to revenue over the next 5 quarters. The stock’s up only 4% on that likely because there are enough moving parts to keep investors from taking his comments to the bank. $NVDA

Gene Munster

89,396 views • 7 months ago

The new Mac’s announced today add color to Cook’s “range of options to deal with margins”. $AAPL
8:25
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The new Mac’s announced today add color to Cook’s “range of options to deal with margins”. $AAPL

Gene Munster

20,216 views • 3 months ago

Big picture: $NVDA's outlook was better than expected.
5:46
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Big picture: $NVDA's outlook was better than expected.

Gene Munster

41,676 views • 9 months ago

$GOOG's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth.
7:17
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$GOOG's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth.

Gene Munster

21,057 views • 4 months ago

Pressure Points: AI Trade Update - Jan 2026 We’re 4% of the way into 2026, and the fundamentals of AI infrastructure are tracking above expectations. Next stop: hyperscalers’ capex guidance in two weeks.
7:41
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Pressure Points: AI Trade Update - Jan 2026 We’re 4% of the way into 2026, and the fundamentals of AI infrastructure are tracking above expectations. Next stop: hyperscalers’ capex guidance in two weeks.

Gene Munster

23,291 views • 4 months ago

Yes, there are lots of unknowns in the back half of the year, and $AAPL will navigate it well:
8:56
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Yes, there are lots of unknowns in the back half of the year, and $AAPL will navigate it well:

Gene Munster

37,891 views • 1 year ago