Gene Munster ✓

@munster_gene · Minneapolis, MN · joined 08 Jul 2019

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

101 686Followers

143Following

5 278Posts total

86KViews on collected posts

Against accounts of the same size

5 posts from the last 90 days, next to the 100K–1M follower range. shown to more people than peers of the same size.

Median views14 794this account21 891median for 100K–1M

Reach, %14.55%this account6.81%median for 100K–1M

Engagement, %0.99%this account1.14%median for 100K–1M

Metric	This account	Median for 100K–1M	Ratio
Median views per post	14 794	21 891	0.68×
Reach (views ÷ followers)	14.55%	6.81%	2.14×
Engagement rate	0.99%	1.14%	0.87×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

27K31 Aug

14.8K1 Sep

20.8K

13.9K

9.5K2 Sep

Last 5 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

3.07%31 Aug

0.99%1 Sep

1.06%

0.83%

0.56%2 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 1.14%.

What the audience does

Likes85.0%1 209 in total

Reposts5.1%72 in total

Replies5.4%77 in total

Quotes0.5%7 in total

Bookmarks4.0%57 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

Yesterday, PwC came out with their long-run global AI data center spend report. My take is that their estimates dramatically understate the staying power of data center (aka the brain of AI) growth. To put it in perspective, data center spend is still growing about 70%+ in the 9.5K views · 42 likes · 6 reposts · 5 replies 02 Sep 2026 A humble suggestion to Ternus on his first day; make a splashy AI hire by year-end. Yes, it may cost $50m a year but the payoff would be immediate on multiple levels. 1. recruiting AI talent 2. injecting energy into product development 3. AAPL would go up. https://t.co/n7HxcgUxSq 13.9K views · 100 likes · 5 reposts · 11 replies 01 Sep 2026 In the Apple-OpenAI he-said-she-said trade secret dispute, the market is believing Apple, with shares up 3% today vs. the Nasdaq down 1%, on the news that $AAPL has more evidence against OpenAI of stealing hardware secrets. My take: In reviewing what both companies have said 20.8K views · 189 likes · 14 reposts · 16 replies 01 Sep 2026 Welcome John Ternus to your new role as CEO. Your first priority: reverse the brain drain. OpenAI says roughly 400 Apple employees have moved from Apple to OpenAI. AI is moving much faster than the smartphone era did. The biggest long-term risk for Apple is losing control of 14.8K views · 129 likes · 6 reposts · 11 replies 01 Sep 2026 I've been dreading the final day of @tim_cook's CEO tenure. He took Jobs’s greatest product, Apple itself, and shepherded it into a new era. But what I most admire about Cook is that despite all of the fortune and fame of becoming the world’s most powerful CEO, he kept his North 27K views · 749 likes · 41 reposts · 34 replies 31 Aug 2026