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Gene Munster

@munster_gene103k followers

Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀

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1May 7, '25$GOOG down 6% on comments from Apple's Eddie Cue is just the beginning of the decline. GOOG is likely going lower because Search is in the very early stages of a seismic change tha22.7×636k2.2k137457
2Apr 22, '24I was blown away today at the number of ways high school students are using AI. Cheating has always been around, but the efficiency of cheating is exponentially increasing with gen17.5×493k1.5k212555
3Oct 11, '24Just spent some time with the Optimus bots. Much more advanced than I thought it would be. Pros: Interacting with the crowd, smooth hand and neck movements, jokes around with human16.8×472k2k11685
4Oct 29, '25$META call just wrapped up. I think I figured out why $META stock is down 9%. Expenses are growing faster than revenue, driven by third party cloud. The last two years it’s been th16.6×467k1.4k105265
5Sep 18, '23As the UAW strike wraps up its fourth day, it's more clear that $TSLA is the winner. I want to warn you there are a lot of numbers to follow:14.2×400k1k8440
6Jul 23, '24Elon said it all as when he wrapped up the call: "I recommend anyone who doesn't believe that Tesla will solve vehicle autonomy should not hold Tesla stock. They should sell their 13.7×386k1.9k186187
7Oct 11, '24Mega AI use cases are getting real. I can’t stop thinking about my interaction with Optimus. One of the several jaw droppers was when I asked it to speak Spanish and it didn’t miss12.7×357k2.5k244137
8Feb 22, '24It’s getting more clear. @elonmusk is 80% genius, 20% master of good luck. In a decade, his purchase of Twitter will power #XAI to rival $TSLA and #SpaceX as his greatest source of12.1×340k1.8k174170
9Aug 26, '24While I do my best to stay out of politics, $TSLA investors should take note of the WSJ story today that highlighted Elon becoming increasingly more political. The story mentions i11.3×317k1.2k7386
10Jul 11, '24Bloomberg reports that $TSLA is delaying the robotaxi event to October (from Aug 8th) to get the vehicles ready to be showcased. Reason why the stock down 7% is because it's a remi11.3×316k1.9k18874
11Oct 29, '25$GOOG Search up 14.5%. Whisper was up 13%. Google is navigating the generative AI transition like a champ.10.5×295k1k5844
12Feb 7, '24$ARM up 23% in the after-hours. Six months ago there was talk we were at the peak of an AI bubble. Since then: $MSFT up 27% $META up 50% $AMD up 55% $NVDA up 56% And now $ARM up 489.7×273k881111159
13Jul 24, '24Some perspective on the distant potential that $TSLA invests $5B in xAI (as suggested by Elon’s X poll yesterday). The poll found 68% of voters, aka Elon fans, supported the invest9.5×268k1.1k10454
14Dec 5, '23Elon is raising $1B for . A week ago he raised $135m from investors. Bottom line, he wants to compete with OpenAI and Anthropic.9.4×264k1.1k6537
15Jul 30, '25Tonight is breakout moment for AI. $META and $MSFT just sent a message to every company; there's gold in those hills. The reference to a gold rush is fitting because that's what we9.3×262k2k214347
16Dec 10, '24$TSLA is up 84% over the last 65 trading days, or since the 10/11 ‘We, Robot’ event. As a comparison, the rest of the Mag 7 is up, on average, 10%, and the Nasdaq up 8%. Tesla’s ru9.2×258k3.7k378220
17Apr 23, '24Elon talks for the first time about an AWS like opportunity. Elon says its car owners (with hardware 4) will be able to rent the cars compute power to an AWS like service that is u9.1×256k9316551
18Apr 5, '24Walter Isaacson's book on Elon gives some helpful context on today's event: Two years ago Elon said why make a small $TSLA because if they solve Robotaxis it will be irrelevant. So8.9×250k9227385
19May 21, '24I've been thinking more about the $TSLA's campaign video released yesterday, and what sticks out is the concept "a deal is a deal." Recall Elon purchased Twitter even though he wan8.2×230k1.8k16993
20Apr 23, '24$TSLA stock is up 7% because new vehicles (could be Model 2 or Robotaxi) will come sooner than investors were expecting. Likely starting production mid 2025, instead of second half8.0×225k1.1k9042
21Apr 5, '24I believe “Model 2” is on hold and at this time $TSLA will only pursue the Robotaxi. @elonmusk said Reuters is lying but who knows what lie Elon is referring to. Bottom line: This 8.0×225k9526663
22Jan 27, '25I believe the market is overreacting to DeepSeek’s success because despite any architectural breakthrough, the need for AI infrastructure is continuing at a higher rater than most 8.0×224k1.2k102169
23Jan 2, '25$TSLA down 3% on Dec deliveries missing the whisper number by 1%. The miss was so small it doesn’t matter to the long-term investment case. Total deliveries were 496k. Whisper was 7.7×218k1.2k10872
24Jan 6, '23It's going to be a tough reporting for $TSLA on January 25th. I'm bracing for an ugly earnings number due to the discounting. The company is down in the near term, but not out in t7.7×216k1k7527
25Jan 30, '25$TSLA basically dropped the 2025 bar to the floor and raised the 2026, 2027, and 2028 bars to the stars.7.3×205k1.6k122216
26Jul 19, '23Musk on the call says $TSLA is in discussion with a major OEM to license FSD. That's new and could be meaningful.7.1×199k1.1k7810
27Jul 23, '25TSLA call just ended. The stock is now down almost 4.3 %, compared to flat at the start of the call. There was no single trigger for the sell off. It was a steady decline throughou7.1×198k1.4k83116
28Apr 29, '24$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 6.9×194k1.3k10839
29Jan 29, '25Great news for $NVDA. Zuckerberg says they will invest hundreds of billions of dollars in AI infrastructure over the long term. So far they’ve spent around $50B (subset of Capex).6.8×191k1.1k10959
30May 28, '24Thrilled to report that Deepwater is an investor in xAI's recent round. Despite the lofty $24B valuation for what is effectively a startup, we are confident in the investment for f6.5×182k1.2k9189
31Mar 17, '25For the next 12 trading days, $TSLA investors may want to keep their seatbelts fastened, as concerns over March deliveries will likely dominate the stock’s narrative. ➡️ At this po6.5×182k1.1k90122
32Feb 4, '23$TSLA didn’t waste anytime taking advantage of the new higher tax credit price cap. Today they raised the price of the Model Y Long Range in the US by $1k, from $54k to $55k. I was6.4×180k860487
33Sep 14, '23As we approach the UAW strike deadline (midnight ET tonight), what's clear to me is $TSLA is the winner.6.4×180k1.1k1247
34Apr 17, '24Elon's talked a lot about autonomy over the past 8 years. His comments yesterday that $TSLA is "going balls to the wall" to solve autonomy reminds me of a comment he made in 2022. 6.4×179k1.1k8446
35Jul 30, '24$MSFT beat on 11 of 12 operating metrics. The only one they missed was Intel Cloud (Azure) by 0.6%. The result; Stock is down 7%. This defines pressure point.6.2×175k97583105
36Jul 24, '25$TSLA is down 9% because investors were hoping to hear that the robotaxi rollout in Austin would meaningfully accelerate this quarter. My guess is we have to wait until fall before6.1×171k1.3k7958
37Jan 13, '23$TSLA price cut bottom line is near term pain for the companies long term gain.6.1×170k1.4k8611
38Jul 15, '24$TSLA up 6% (NASDAQ up 1%) on Musk’s endorsement of Trump for president. The theory is the endorsement will maintain the existing favorable treatment for EVs. My take is, the signi6.0×169k1.5k13959
39Jun 26, '25Buckle up for $TSLA deliveries on July 2nd.6.0×169k9537458
40Jan 29, '25$TSLA shares appear to be bulletproof. My read is that these numbers are messy. Auto gross margins ex credits margins of 13.6% vs. whisper was 15%. This is the worst number in five6.0×169k1.6k11183
41Apr 2, '24I still believe $TSLA is on the right track and this storm will pass. EV’s are a better way to move a car and autonomy is a better way to get around. Tesla is investing in that fut6.0×168k2.2k19646
42Dec 10, '24Good news for $TSLA and $GOOG. Bad news for $UBER and $LYFT. GM is shutting down their robotaxi efforts because they can't afford the investment and it's getting more competitive. 5.7×161k1.9k165116
43May 28, '25$NVDA should be trading higher than its current up 3% in after-hours. If you back out the impact of the curbs, YoY revenue growth in April would have been 79% (reported 69%). Guide5.7×160k8869087
44Oct 11, '24Shares of $TSLA down around 6% in premarket for two reasons. 1. Timing of Cybercab is still two plus years away, too far for the incremental investor to put much weight into the op5.4×152k1.4k87105
45Feb 25, '25$TSLA down 25% over the past month and still up 21% since the election. ➡ 2025 pain is 2026 gain. ➡ I believe the recent pullback is largely related to investors recalibrating thei5.3×149k1.3k107141
46Oct 11, '24The sleeper Takeaway from the Tesla event; Nvidia‘s got a long way to run.5.3×147k1.5k5750
47Nov 18, '24When Musk went all in on a Trump presidency in July, he knew there were risks, including alienating a large percentage of potential Tesla buyers. The likely loss of the $7.5k EV ta4.8×134k1.3k8549
48Mar 26, '24Shares of $TSLA are up 5% (vs. Nasdaq up 0.4%) on the news that all new Teslas come with 1-month of free FSD. Yet another datapoint that while traditional automotive is backing awa4.7×131k9016933
49Jul 22, '25TSLA Preview: Tomorrow will be an easier one for investors because it will be all about the long-term. No need to sweat the margins. $TSLA4.6×128k1.5k12947
50Apr 2, '24I have a different explanation than $TSLA about why March deliveries were ugly. Big picture; I believe this will pass because Tesla is making the right decisions for the long-run.4.5×127k1.2k141144
51Jan 24, '24The biggest question re $TSLA is do you believe in EV’s and autonomy? If the answer is no, it will take 20 years to get to 35% market share, then the stock is going lower. If the a4.5×127k8806946
52Jul 20, '23Three takeaways from the $TSLA quarter: 1. They’re investing more than any other car maker and eventually that’s good for margins. 2. Over the next five years two new models will d4.5×127k1.4k15945
53Mar 11, '24Buckle up: @elonmusk says xAI will open source Grok this week. Many will see this as a swing at OpenAI. I see it as evidence that xAI is rapidly progressing and is the hottest priv4.5×126k9155850
54Aug 27, '25Jensen just dropped a nugget on next year’s growth. He said China could be $50B in revenue this year if fully sold in, and could grow 50% annually. ➡️ Reading between the lines: if4.5×126k1.1k137116
55Sep 18, '23Elon says that Twitter now has about 550 million daily active users. That compares to about 325 million when he acquired the company in Oct of 2022.4.5×125k9367111
56Apr 2, '25If $TSLA finishes the day down less than 5% on these ugly numbers, it will be a sobering moment for Tesla bears. Imagine what the stock could do when the numbers start to improve.4.3×121k9716732
57Jan 26, '23$TSLA is up because the outlook wasn't as bad as people were expecting. More importantly, they've got the right game plan to get through what will be a tough 2023 for the auto indu4.2×118k1k9019
58Oct 7, '25Bravo $TSLA for cutting the price of the Model Y by 11% to $40k, compared to $45k earlier today. Model 3 goes to $37k from $39k. This means the 16% delivery growth the Street is lo4.2×117k1.5k12962
59Dec 1, '23Lost in the Cybertruck “price is too high” conversation is the reality that $TSLA continues to pull ahead of the competition.4.0×112k1.3k7825
60Jul 10, '25$TSLA up 3%, vs. a flat Nasdaq, based on two positive Robotaxi updates. Recall, autonomy is more important than deliveries. Musk posted on X: 1) Robotaxi service will expand in Aus4.0×111k1.5k14557
61Nov 11, '24UPDATE: $TSLA is up 63% since reporting earnings on Oct 23, compared to the Nasdaq up 6%. The accelerating delivery growth next year (flat-ish in 2024 and up +20% in 2025) and the 3.9×110k1.1k5942
62Nov 8, '24$TSLA up 44% over the last 12 trading days, compared to the Nasdaq up 4%. This is more than just a meme stock. The accelerating delivery growth next year (flat-ish in 2024 and up +3.8×108k1.6k11654
63Nov 6, '24$TSLA up 12% (was up 15% earlier). I believe the move is based on emotion, that emotion is Elon made a big bet and was right. This gives investors confidence that his next big bet 3.8×106k1.4k7663
64Jun 13, '24Happy Elon, happy investor. Shares of $TSLA are up 7%, which makes sense given it's highly likely Musk's revised pay package gets approved. While existing investors will be diluted3.6×101k1.1k4820
65Oct 2, '24$TSLA down 6%. I don't believe the drop in shares is because they missed the whisper numbers. I think the sell off is mostly related to “buy on the rumor, sell on the news”. The St3.5×98k9987846
66Oct 22, '25Three key $TSLA takeaways from the outlook section: 1. Cash & liquidity: Up $4B to $41B which they say is enough to fund the product roadmap. My take: the dream can be funded. (For3.5×98k9186767
67Oct 11, '24The one missing topic from tonight’s event was the “more affordable” vehicle. This was Elon’s “A” topic from the last earnings call, where he mentioned the start of production as e3.5×97k9335139
68May 23, '24$TSLA's Robotaxi unveiling on August 8th is going to be one of the top 5 biggest tech stories this summer. I believe they'll make good on that expectation and announce 3 new vehicl3.4×97k1.3k13671
69Jul 14, '25If Tesla’s future is autonomy. Then $TSLA investors and the board should support the investment. xAI can help power that future either as a partner or part of Tesla. The faster the3.1×88k9738423
70Jul 2, '23$TSLA's price cuts are working in a big way.3.1×88k8614811
71Oct 11, '24My initial take on Cybercabs is I think people are going to like the look. No steering wheel, no pedals.3.1×88k1.4k3218
72Jan 25, '24I expect shares of $TSLA to drift lower tomorrow. That said, they are making the right decisions for the long term.3.0×85k9316984
73Oct 11, '24Here's my note on the event. Bottom line; it's official, Tesla is a tech company.2.9×81k1.7k17271
74Jul 23, '25TSLA - First thing that jumped out to me: Volume production of more affordable model by end of year. While that was inline of what they said last quarter, most investors were expec2.9×80k1k6620
75Dec 13, '23Shares of $TSLA down almost 3% when the NASDAQ is flat. Reason is Tesla is issuing a software update for 2m vehicles to add more alerts and controls to Autopilot. While the softwar2.8×80k1k7915
76Apr 22, '22After giving the $TSLA earning call a second read, it hit me that Tesla actually could reinvent more than EV and autonomy.2.7×02k29471
77Oct 18, '24I’ve done more work on the impact of the “We, Robot” and left with two key takeaways. This is going to take longer than most people think, and be bigger than most people expect. $T2.5×71k1k73132
78Oct 26, '22$META down almost 15% on results. Initially shares were up 8%, then tanked with Zuckerberg commentary that they are increasing investments in the metaverse. Bottom line is Zuckerbe2.3×01.9k14987
79Jul 2, '20Tesla is crushing the auto industry.1.9×01.6k1565
80Jan 26, '22Despite $TSLA stock being down, the long term investment thesis is on track.1.7×01.6k7918
81Oct 23, '24Musk says take rate for FSD is improving and its "extremely" likely they solve FSD by end of 2025.1.6×46k9055317
82Sep 13, '21Tesla FSD Beta 10 took measurable step forward based on seeing Rob Maurer's (@robmaurer) test drive. My take; while it's far from perfect its more clear Tesla full autonomy is on t1.6×01.4k11014
84Oct 20, '21Tesla more than delivered on the most important metric. Automotive gross margin ex-credits of 28.8%. Street was expecting 25.1%. Thats also better than June at 25.8%.1.5×01.2k15111
85Jul 22, '20Bad news for the auto industry. Musk says operating margin goal is to be slightly profitable and maximize market share.1.4×01.2k12811
86Aug 20, '21Three broad strokes to take away from #Tesla AI day: 1. Tesla is the leader in autonomy… and it’s not close. 2. Tesla is more than just a car company. Storage, solar, insurance, HV1.4×01.1k11712
87Jul 2, '21$TSLA delivery numbers are further evidence the company's entering the growth segment of its S-Curve.1.3×01.2k875
88Jan 3, '22Tesla just gave the auto industry a clinic on how to power through supply chain headwinds. Dec delivery numbers up 71% vs consensus of up 48% says it all.1.2×01.1k8513
89Aug 3, '22$LCID is making Tesla look good. Lucid just cut its full year production number to 6k from its original 20k estimate. Stock is down 12%. It doesn’t matter if they blame it on suppl1.2×0981934
90Sep 30, '22* $TSLA AI Day starts at 8p ET tonight. No other company holds an analyst event on a Friday night. I love it. Another example of Elon's first principles approach. I'll be watching.1.2×01k516
91Oct 2, '22$TSLA deliveries for September miss estimates by 4%. Company said more vehicles were in transit than normal at the end of the quarter and they’ll show up in December deliveries. Gi1.2×0992738
92Dec 18, '20Tesla S&P inclusion prep kit: internet access, $TSLA quotes, popcorn, and Tesla short shorts. Showtime starts around 3:30 PM ET.1.2×01.1k583
93Jan 27, '211) $TSLA Great top line and free cash flow (FCF of $1.9B was double what the Street was looking for). While EPS looked bad, $0.80 vs. $1.01 expected, it was due to stock-based comp1.1×086412719
94Apr 5, '21We've done a little more work on $TSLA's March deliveries. With 109% growth #Tesla appears to be hitting the vertical portion of its S-curve. Accelerating growth is the signature s1.1×085312722
95Sep 12, '222020 was the year of EV's led by $TSLA up ~ 800%. 2023 will be the year of the battery because the light will go on for long term investors.1.1×09297828
96Jul 26, '21Tesla numbers are out. Gross margin excluding credits was a record at 25.8%, ahead of the Street at 22.5%. The average over the past year was 21.3%. Rising margins are important fo1.0×0953749
97May 6, '21Chip shortage is top of mind for tech and non-tech companies alike. In three years, I expect those chip shortage headlines to be replaced with battery constraints. Advantage $TSLA 1.0×0875827
98Jan 2, '21Demand for Tesla cars is rapidly accelerating. December quarter deliveries were 61% yy compared to 44% in September 2020, and 23% in December 2019. Other automakers will report del1.0×0891797
99Jan 26, '22Elon is in attack mode.0.9×0903304
100Apr 25, '22Is Elon spreading himself too thin? The simple answer is no.0.9×0823310

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