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Gene Munster

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

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While TSLA shares will likely be down tomorrow, the long term story continues to improve. Elon is all in on capex, FSD adoption is accelerating, Robotaxi is rolling out slowly to prioritize safety before scaling, and the odds of a SpaceX-Tesla merger just inched higher.

While TSLA shares will likely be down tomorrow, the long term story continues to improve. Elon is all in on capex, FSD adoption is accelerating, Robotaxi is rolling out slowly to prioritize safety before scaling, and the odds of a SpaceX-Tesla merger just inched higher.

68,772 просмотров • 4 дней назад

$TSLA shares down 6% on the huge delivery beat for three reasons. The biggest was buy on the rumor. The second is a question of how much did high gas prices help the number and third, the ending of the DOGE headwind (Elon left in May 25). Bottom line: The EV winter that started in March of 2024 is ending. Even backing out those one time benefits, it still was a monster delivery number, likely up 20% plus vs. up 6% in March.

$TSLA shares down 6% on the huge delivery beat for three reasons. The biggest was buy on the rumor. The second is a question of how much did high gas prices help the number and third, the ending of the DOGE headwind (Elon left in May 25). Bottom line: The EV winter that started in March of 2024 is ending. Even backing out those one time benefits, it still was a monster delivery number, likely up 20% plus vs. up 6% in March.

144,813 просмотров • 24 дней назад

The most underappreciated data point on MU’s earnings call was that the number of five-year SCAs increased from one last quarter to seven this quarter. That’s significant because it suggests customers expect this buildout to last for at least five years and want greater pricing visibility over that time frame.

The most underappreciated data point on MU’s earnings call was that the number of five-year SCAs increased from one last quarter to seven this quarter. That’s significant because it suggests customers expect this buildout to last for at least five years and want greater pricing visibility over that time frame.

64,534 просмотров • 1 месяц назад

$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.

$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.

129,064 просмотров • 3 месяцев назад

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

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

80,128 просмотров • 3 месяцев назад

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.

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.

71,763 просмотров • 3 месяцев назад

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.

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.

144,590 просмотров • 9 месяцев назад

$META can’t shake the capex bears. Growth of 33% was better than the whisper of 32%. Guided June to 28% vs. Street at 25%. Investors opted instead to focus on capex growth this year going to 93% growth compared to previous expectations of 73%. I see the concern overblown. Meta has shown they can meaningfully accelerate revenue from capex. March of 25 it was up 16%. This June it will grow 28% plus.

$META can’t shake the capex bears. Growth of 33% was better than the whisper of 32%. Guided June to 28% vs. Street at 25%. Investors opted instead to focus on capex growth this year going to 93% growth compared to previous expectations of 73%. I see the concern overblown. Meta has shown they can meaningfully accelerate revenue from capex. March of 25 it was up 16%. This June it will grow 28% plus.

53,503 просмотров • 2 месяцев назад

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.

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.

63,033 просмотров • 4 месяцев назад

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

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

81,181 просмотров • 5 месяцев назад

$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.

$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.

61,960 просмотров • 5 месяцев назад

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.

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.

79,946 просмотров • 7 месяцев назад

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

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

89,396 просмотров • 9 месяцев назад

This combo makes sense. More on Pressure Points below.

This combo makes sense. More on Pressure Points below.

57,869 просмотров • 5 месяцев назад

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

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

41,168 просмотров • 4 месяцев назад

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

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

28,514 просмотров • 2 месяцев назад

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.

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.

24,791 просмотров • 2 месяцев назад

Apple showed plans for a new Siri AI that consumers will love. They failed to answer the key question: Do they have the AI chops to deliver? My guess is that we’ll see Siri AI in mid-CY27, versus previous expectations for the fall of this year. $AAPL

Apple showed plans for a new Siri AI that consumers will love. They failed to answer the key question: Do they have the AI chops to deliver? My guess is that we’ll see Siri AI in mid-CY27, versus previous expectations for the fall of this year. $AAPL

14,161 просмотров • 1 месяц назад

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

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

41,676 просмотров • 11 месяцев назад