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Gene Munster
Writes about AI, Growth and Revenue. 79% of posts open with an observation. A typical post reaches 283 likes.
- Posts
- 14
- Likes
- 4.6K
- Typical
- 283
- Best
- 692
What they write about
How they open
Every post of theirs in the library
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @munster_gene$META just raised its full-year Capex guide midpoint by 9%. I bet this will be the biggest… | AI | 692 | 35 | — | 39 | ||
| @munster_gene$MU results and guide show we are still early in the AI buildout. They hit the high end of… | Revenue | 527 | 30 | — | 40 | ||
| @munster_geneRegarding the question about how early we are in AI? $GOOG guided Capex this year to grow … | Growth | 456 | 27 | — | 39 | ||
| @munster_gene$AMZN Stock down 11%. AWS growth was 24% vs whisper of 25%+ and imprint of 22%. Whisper ju… | Growth | 380 | 26 | — | 37 | ||
| @munster_geneNative Gemini subs are now 750m weekly, up from 650m in September. OpenAI is at 900m. The … | AI | 375 | 18 | — | 37 | ||
| @munster_geneWe’re investors in xAI and X, and this combo makes a lot of sense. Grok brings the brains.… | AI | 308 | 29 | — | 33 | ||
| @munster_geneSusan Li says long term it's hard to predict exact timing of buildout. Says long term inve… | AI | 285 | 17 | — | 35 | ||
| @munster_gene$AMZN shares bounced (Now down 1.7%) on comment that they're bringing AWS to capacity as f… | Growth | 281 | 19 | — | 32 | ||
| @munster_geneHere’s the sneaky good $META datapoint: • Family of Daily People hit 3.43B — up 6% y/y vs.… | Health | 271 | 18 | — | 32 | ||
| @munster_geneI have a surprise takeaway from the $AAPL iPad event. Apple is getting a lot faster at upd… | AI | 254 | 38 | — | 33 | ||
| @munster_gene$AAPL active installed base up 7% y/y is a sign that the Apple ecosystem is alive and well… | Revenue | 240 | 18 | — | 31 | ||
| @munster_geneiPhone was solid. Revenue up 5.5% y/y, compared to Street at 3%. Over the past three weeks… | Revenue | 191 | 9 | — | 28 | ||
| @munster_gene$AAPL guides up for March on revenue and margins and stock is still up only about 1%. Expe… | Revenue | 190 | 13 | — | 31 | ||
| @munster_gene$META CFO Susan Li says headcount reductions that they announced last week will help offse… | AI | 172 | 10 | — | 30 |