Gene Munster on Revenue

$MU results and guide show we are still early in the AI buildout. They hit the high end of the revenue whisper, up 364% yy, compared to Street at 286%. Margins were the big surprise. 85% vs. Street at 81%. Guided Aug revenue growth 342% vs. Street 285%.

527 likes30 repliesPosted Jun 24, 2026

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Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Opens with a short, self-contained line that is easy to take in at a glance.
Follows a clear Hook → Context → Context → Landing shape, so the reader always knows where they are.
Ends on a short line that is easy to quote and repeat.
Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.
Short sentences keep the pace up, so the reader never has to re-read a line.

The mechanics

Hook: Plain observation
Structure: Hook → Context → Context → Landing
Style: Conversational paragraphs at a steady pace.
Tone: punchy, corporate
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

Topics

Revenue AI Growth

Post by Gene Munster on X