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. 🚀
102 119Followers
145Following
5 308Posts total
301.7KViews on collected posts
Latest posts
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@munster_gene Don’t worry about the price. There are plenty of people in USA paying $8 for coffee every morning who won’t blink at $2K for a dual-screen iPhone they’ll use 6 hours a day.
480 views · 6 likes
· 0 reposts · 0 replies
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@munster_gene The seam isn’t there now, how about constantly folding and unfolding like a million times, will it be there eventually?
664 views · 6 likes
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@munster_gene @TeslaT100 $200 more than a comparable Pixel Fold 11 512GB. A sizable difference but not enough to drive switching
1.7K views · 11 likes
· 0 reposts · 2 replies
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The new foldable iPhone Duo is sick. No seam. Ultra thin. 50% larger screen than Pro Max.
My take: They're going to sell more than I thought before seeing it. I was thinking it would account for 5% of iPhone revenue in FY27. Now I think likely going to be 10%.
The issue is
95.8K views · 806 likes
· 56 reposts · 101 replies
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@munster_gene FL will be next. Already seen multiple testing around the area. Waymo i saw was doing testing by disney. Theyre about to expand. I know clermont had 15 cybercabs all for testing a month ago. FL is also already has level 4 structure in place. Only a matter of time. h
214 views · 6 likes
· 1 reposts · 0 replies
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@munster_gene They gotta be trying to tank the stock. Imagine having 2 years to prep this launch for 400 paid influencers. No Elon, no livestream, no public views. Yikes
586 views · 5 likes
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Elon’s days of being “paranoid” over accidents appear to be coming to an end.
My guess is $TSLA adds 300 Cybercabs to Austin over the next month. Thats just the start.
104.2K views · 2K likes
· 130 reposts · 94 replies
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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
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@munster_gene I know you consider price movement post earnings generally noise, I would appreciate as I'm sure others would commentary on your second largest holding in your ETF Credo tech.
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@munster_gene Perhaps the reason it was up is they have a new guy in charge.
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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
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@munster_gene Of course the markets believe apple.
Have you seen the face of scam altman?
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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
21.3K views · 191 likes
· 14 reposts · 16 replies
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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
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@munster_gene @tim_cook well, as an ex Apple inner sanctum engineer, giving Angela Ahrendts 75 million to run the stores was insulting, as she did diddly and quit to the day that the 75 million vested. disappointed greatly genuinely talented coworkers, and me. huge mistake.
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@munster_gene @tim_cook Given Apple’s resources, I felt like he was an underwhelming CEO… when it came to innovation.
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@munster_gene @tim_cook Happy to see him go...! Good riddance...during his tenure not a single innovative product category was created....he was a good operator and steward, but failed to do anything.
327 views · 5 likes
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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
27.2K views · 749 likes
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Against accounts of the same size
19 posts from the last 90 days, next to the 100K–1M follower range. reaches fewer people than peers, but engages them much harder.
Median views664this account5 983median for 100K–1M
Reach, %0.65%this account1.49%median for 100K–1M
Engagement, %1.25%this account0.93%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 664 | 5 983 | 0.11× |
| Reach (views ÷ followers) | 0.65% | 1.49% | 0.44× |
| Engagement rate | 1.25% | 0.93% | 1.35× |
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
21.3K1 Sep
223
13.9K
1262 Sep
17
9.5K
104.2K4 Sep
586
10.2K
214
95.8K9 Sep
1.7K
664
480
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
1.04%1 Sep
0.90%
0.83%
0.79%2 Sep
5.88%
0.56%
2.19%4 Sep
1.54%
0.49%
3.27%
1.01%9 Sep
0.75%
1.51%
1.25%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes84.8%4 156 in total
Reposts5.4%267 in total
Replies6.0%294 in total
Quotes0.5%23 in total
Bookmarks3.3%161 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.
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Frequently asked questions about @munster_gene
How many followers does @munster_gene have?
102 119 followers.
How many posts has @munster_gene published?
5 308 posts.
How do posts by @munster_gene perform?
Collected posts: 19. Views: 301 655. Likes: 4 156.