Gene Munster ✓

@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 Open on X →

@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 · 0 reposts · 4 replies Open on X →

@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 Open on X →

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 Open on X →

@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 Open on X →

@munster_gene https://t.co/G2AgCx8NPx 10.2K views · 37 likes · 8 reposts · 5 replies Open on X →

@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 · 0 reposts · 4 replies Open on X →

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 Open on X →

Gene Munster ✓@munster_gene2 Sep

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 Open on X →

Gene Munster ✓@munster_gene2 Sep

@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. 17 views · 1 likes · 0 reposts · 0 replies Open on X →

Gene Munster ✓@munster_gene2 Sep

@munster_gene Perhaps the reason it was up is they have a new guy in charge. 126 views · 1 likes · 0 reposts · 0 replies Open on X →

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 Open on X →

@munster_gene Of course the markets believe apple. Have you seen the face of scam altman? 223 views · 2 likes · 0 reposts · 0 replies Open on X →

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 Open on X →

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 Open on X →

@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. 117 views · 4 likes · 0 reposts · 0 replies Open on X →

@munster_gene @tim_cook Given Apple’s resources, I felt like he was an underwhelming CEO… when it came to innovation. 203 views · 10 likes · 0 reposts · 2 replies Open on X →

@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 · 0 reposts · 5 replies Open on X →