Gene Munster
103
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51
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25
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Search complete. 103 mentions across 51 episodes found for "Gene Munster".
Nov 10, 2026
Guy AdamiHOST
So filling in the large shoes of Dan Nathan will be myself.
Guy AdamiHOST
Fortunately, Gene Munster agreed to do this, much to his dismay, I'm sure.
Guy AdamiHOST
But Gene, of course, is a managing partner and co-founder at Deepwater Asset Management, somebody that I've known for a very long time and somebody that I deeply admire.
Guy AdamiHOST
Gene, how are you?
28 MINS LATER
Gene MunsterGUEST
Thanks for having me and look forward to doing it again soon.
Guy AdamiHOST
We will.
Guy AdamiHOST
Gene Munster, managing partner and co-founder at Deepwater Asset Management, the absolute gold standard.
Guy AdamiHOST
Thank you, Gene.
Guy AdamiHOST
I got Danny Moses tomorrow, Liz Thomas on Thursday.
Guy AdamiHOST
We dropped that podcast with Gene Munster.
Guy AdamiHOST
Check that out.
Guy AdamiHOST
Peter Buchvar, you remain the man.
Guy AdamiHOST
But trust me when I tell you, somebody fun.
Guy AdamiHOST
And by the way, I'm sitting down with Gene Munster later today that's going to drop in the OK Computer feed tomorrow.
Guy AdamiHOST
Stick around for that.
Guy AdamiHOST
Thank you, Carter Worth, and thanks, everybody.
Jack GambleHOST
We've got a bull and we've got a bear.
Jack GambleHOST
We've got Gene Munster, Managing Director at Deepwater Asset Management, and George Noble of the Noble Update Substack.
Jack GambleHOST
Gentlemen, great to have you here.
Jack GambleHOST
I think that... not only is this an incredibly important conversation, there's two people who got very opposing views.
Dan IvesGUEST
But I just think it's part of why China's market's doing what it's doing is that the U.S. for the first time in 30 years is way ahead.
Dan NathanHOST
Except physical AI, like our good friend Gene Munster, that's what he's excited about.
Dan NathanHOST
I know you're excited about that, right? And China's just killing it as far as robotics and stuff like that.
Dan NathanHOST
No
MorganHOST
Exactly.
MorganHOST
Which is why Apple investor Gene Munster called these personalized agents the single greatest risk to the Apple ecosystem.
AlexHOST
Because Wall Street doesn't value hardware sales the way it used to, do they?
MorganHOST
Not at all.
Rob BlackHOST
I've talked to some of my analyst friends.
Rob BlackHOST
Gene Munster, I'm like, Gene, you modeled 10% to 20% growth.
Rob BlackHOST
Don't you think Apple or Apple, Alphabet or Amazon, probably no better specific.
Rob BlackHOST
Oh, he's like, oh yeah, I'm modeling.
Rob BlackHOST
I've talked to some of my analyst friends.
Rob BlackHOST
Gene Munster, I'm like, Gene, you modeled 10% to 20% growth.
Rob BlackHOST
Don't you think Apple or Apple, Alphabet or Amazon, probably no better specific.
Rob BlackHOST
Oh, he's like, oh yeah, I'm modeling.
Dan NathanPANELIST
And they're nowhere near that right now.
Melissa LeeHOST
Let's get more on Apple's quarter, bringing in Deepwater Asset Management Managing Partner, Gene Munster.
Melissa LeeHOST
Gene, great to have you with us.
Melissa LeeHOST
Hello.
Melissa LeeHOST
We'll check in with you a little bit later on.
Melissa LeeHOST
Sounds great.
Melissa LeeHOST
Gene Munster, after hours, Apple's been jumping around.
Melissa LeeHOST
It was as high as almost a percent up, but now just about up a half a percent or so.
Sam VadasHOST
But really, the big focus, as far as a lot of the analysts were concerned, was on the December quarter guidance and also how the CEO, how John Turner's, to your point, Mali, outlines the future growth strategy.
Sam VadasHOST
People want to know, and I was reading Gene Munster's assessment of what The topics are likely to be tonight the future of these new products.
Sam VadasHOST
Remember he's a product guy even robots.
Sam VadasHOST
He was wondering will they be touched on.
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