Gene Munster (@munster

Gene Munster

5,120 posts

Gene Munster

@munster_gene

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

Minneapolis, MN

Joined July 2019

Gene Munster
@munster_gene
Dec 10, 2024
$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 run is a direct result of a renewed belief in autonomy and future robotics. As Franz said at ‘We,
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Gene Munster
@munster_gene
Oct 11, 2024
Mega 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 miss a beat. For our photo, it picked up on my peace sign. The most important takeaway is this is
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Gene Munster
@munster_gene
May 7, 2025
$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 that investors haven't fully factored into current valuation.
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Gene Munster
@munster_gene
Apr 2, 2024
I 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 future while other car makers are slowing their investment.
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Gene Munster
@munster_gene
Apr 22, 2022
After giving the $TSLA earning call a second read, it hit me that Tesla actually could reinvent more than EV and autonomy. loupfunds.com/its-not-just-t…
Gene Munster
@munster_gene
Oct 11, 2024
Just 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 human like personality. Cons. Movements on the slow side and clearly still a robot Bottom line.
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Gene Munster
@munster_gene
Jul 11, 2024
Bloomberg 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 reminder that in the world of Tesla things take longer than expected. While this will dampen the
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Gene Munster
@munster_gene
Oct 26, 2022
$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 Zuckerberg is saying to investors get onboard with the metaverse or go away. Jumping on the call now.
Gene Munster
@munster_gene
Jul 23, 2024
Elon 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 Tesla stock. If you believe Tesla would solve autonomy should buy Tesla stock. And all these other
CNBC's Fast Money
@CNBCFastMoney
Jul 23, 2024
$TSLA at after-hours lows with the conference call underway. @munster_gene breaks down the key headlines so far, including an update on the robotaxi reveal this fall:
00:00
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Gene Munster
@munster_gene
Jul 30, 2025
Tonight 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 we're likely going to get over the next 2-4 years, including a run up more than people can
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Gene Munster
@munster_gene
Dec 10, 2024
Good 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. "GM will no longer fund Cruise’s robotaxi development work given the considerable time and
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Gene Munster
@munster_gene
Feb 22, 2024
It’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 of wealth creation. The reason is Twitter’s data is powerful (best source of real time intention),
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Gene Munster
@munster_gene
May 21, 2024
I'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 wanted out because a deal is a deal. 1) The video showcases both Elon's Tesla accomplishments over the
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Gene Munster
@munster_gene
Oct 11, 2024
Here's my note on the event. Bottom line; it's official, Tesla is a tech company. deepwatermgmt.com/the-is-tesla-a…
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