Gene Munster @munster_gene
Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are not investment advice. deepwatermgmt.com Minneapolis, MN Joined July 2019-
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Previewing $AAPL earnings on Thursday. Get ready to hear more about a step-up in Capex. Big picture, more spending in AI is really good for Apple long-term.
$AMZN reports tonight. The stock is up about 8% following the Meta report and positive reports from Google and Microsoft related to cloud. The Nasdaq is up 4%. For tonight, it's all about AWS which is 17% of sales and 67% of operating income in 2023. For the quarter the Street…
$TSLA up 13% in pre-market based on news that FSD took one step closer to approval in China. All signs point to FSD will eventually be available in China, the largest EV market in the world. Timing is unknown. I was shocked to hear the news given the progress that $BIDU's…
On this week's DeepTech315, @dougclinton and I talk big tech earnings: $TSLA, $META, $GOOG, and $MSFT.
$GOOG up 12% in after-hours makes sense because both Search and GPC growth accelerated. Also, margins are going higher this year.
Good news for Google Search. Be ready for $AAPL to talk about capex increase on May 2.
Good news for Google Search. Be ready for $AAPL to talk about capex increase on May 2.
More on $MSFT guidance for June. All that matters is Azure was a guide up. 1. Azure y/y revenue growth guide up, expecting 30-31% vs conenses 28.5% 2. Intelligent Cloud guided 1% above the Street. 3. Productivity and Business Processes guided 1% below the Street. 4. Personal…
$MSFT key guidance: Stock is unchanged after guide, up 4% in after hours. 1. Expect Azure growth in June to be 30-31% YoY, similar to March quarter. My take: Holding growth rates steady off of higher numbers is a win. 2. Expect FY24 margins to be up 2% YoY despite increase in…
Google CFO Ruth Porat says to expect margin expansion despite investing in AI infrastructure and AI talent in 2024. I'm surprised the $GOOG is not moving higher on that comment. Still up 13%.
Sundar said to $GOOG's Youtube and Cloud to exit 2024 at a combined revenue of $100B. This implies 25% growth in each of the next three quarters, compared to YouTube up 21% and 28.4% in March. Take away: Maintaining growth rates around 25% despite larger numbers is sign…
$GOOG now up 13% in afterhours. On top of the good news from GCP, the Search and Other (59% of revenue) segment was up 14.4% YoY, ahead of consensus of 11%, and up from 12.7% in Dec-23. This is critical because it addresses the major investor concern which is navigating the…
Big picture takeaway from $MSFT and $GOOG: We're just getting started with AI. We see it. in $NVDA, $AMD and the cloud businesses. I expect AWS will meet the Street's 15% growth for March, up from 13% in Dec.
$GOOG Cloud up 29% YoY, ahead of consensus up 25%, and up from 26% in Dec. Also, nice surprise with the first time dividend and stock repurchase.
$MSFT going higher on Azure, up 31% YoY, Street looking for 28.6%. Thats a slight acceleration from 30% in Dec-23, and 29% in Sep.
The most important read from the $META capex guidance is related to $AAPL. Building AI infrastructure takes several years and tens of billions of dollars. When Apple reports their March quarter on May 2nd, it will likely mark the first time they outline expectations for their…
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Deepwater is embracing the opportunity that machines may beat humans in stock selection long-term. Doug's Intelligent AI is doing just that today.
AI is good at investing because it eliminates human elements of emotion, fomo, fear, bias from liking products, bias from doing a ton of work on a name... Not because it processes tons of data. Results can surprise. Reasons can surprise. Good investors appreciate reality,…
@munster_gene @1stPrinciplesGp Thanks, Gene! Has always been great discussing Tesla with you, looking forward to future conversations as well!
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You know about the Magnificent 7, but what name could join the Great 8? "Easy choice for me. It's $TSM," says @deepwatermgmt's @munster_gene.
Software engineers have been the MVPs of tech startups for the last 20 years. Assuming software is hitting the "saturation" portion of the S-curve, what will be the critical skillset going forward? Mechanical/materials engineering? Manufacturing acumen? Regulatory affairs?
A key topic on the conference call will be an update to Musk's comment last quarter that Tesla's internal delivery target this year is 2.0m, ahead of the company's formal guidance of 1.8m.
Tesla revenue vs. operating expenses... as compared to @Apple's over time Oh my lord..
@munster_gene As an athlete who just bought the new Garmin Epix watch, I am very impressed with Apple Watch Ultra. It will cause some of Garmin’s typical buyers to take a close look at Apple. Not quite enough to make me switch, but I may need to have both! Just for the sake of curiosity.
Why we started the year with 70% cash, and why 2023 will be a great year for #tech. More from @munster_gene on @RealVision: 🔻 📺 YouTube | loupfunds.live/youtube 🎙️ Spotify | loupfunds.live/spotify ✍🏻 Newsletter | loupfunds.live/newsletter 💸 ETF | loupfunds.live/etf
So what is the historical precedent for high compound annual revenue growth? Over the last 10 years, there are 51 companies that have achieved a revenue CAGR in excess of 20%; 19 companies in excess of 30%. This base rate shows that sustaining high growth is unbelievably rare.
These new MacBook Pros also leave more room for the MacBook Air to stand out on its own based on broader consumer-level features, design and priorities.
People doubt the Miami movement say “I’m not leaving SF” or “people coming back to NYC.” That’s not the point. SF and NYC aren’t going away like Yahoo and AOL aren’t going away. Miami is the startup. SF and NYC are the staid incumbents. You choose where to place your bet.
@munster_gene Can confirm. I have willingly paid over $30 to have a single coffee delivered, multiple times (during peak hours). Not including tip. And don't get my started on how much I've paid for food. TBH, I would pay more. I can get more money. I can't get more time.
More about it here: loupventures.com/zillow-and-ope…
Thanks for having me on to talk Tesla’s accelerating growth @munster_gene! Appreciate being part of @LoupVentures TV 🐺
Tesla 2021 deliveries could have upside surprise. @matty_mogul youtube.com/watch?v=x_1loB…
For those that have read @SamCorcos's "Secret Master Plan" for @Levels, I think you'll enjoy this as much as I enjoyed making it (A LOT) Mindblowing @FundedPod conversation about how he raised his monster $12MM round from @jeff_jordan and @a16z 🤯 fundedpod.com/episodes/level…
Had a great time chatting with @munster_gene @LoupVentures about Tesla. More to come! $TSLA
Rob Maurer @TeslaPodcast makes the case why Tesla FSD is underappreciated by investors. My take is FSD will become a bigger part of the Tesla investment thesis this year. youtube.com/watch?v=Lkh-ra…
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