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@munster_gene Avatar @munster_gene Gene Munster

Gene Munster posts on X about $goog, meta, $meta, ai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence #

Social category influence stocks #821 technology brands #3289 finance #3241 automotive brands XXXXX% celebrities XXXX% exchanges XXXX% countries XXXX% events XXXX%

Social topic influence $goog #4, meta #440, $meta #9, ai #2850, $aapl #28, $tsla #87, $amzn #17, $googl #251, amzn #42, $msft #43

Top accounts mentioned or mentioned by @cnbcfastmoney @bimboresearch @tyler929394 @stockstormx @sebastinpatron3 @tryainvest @dc10023 @deepwatermgmts @munstergene @ivanoreskovic4 @sarbjeetjohal @tim677183515439 @blahblah123456g @enoughbllst @onlytruthtb @heinzyketchupy @cellkal @ctinv50 @abhinavuppal_ @corleonecapital

Top assets mentioned Alphabet Inc Class A (GOOGL) Metadium (META) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) BlackRock Inc (BLK) Nokia Corporation (NOK)

Top Social Posts #

Top posts by engagements in the last XX hours

"$GOOG first question is what impact does agentic AI have on search Answer: They think agentic is additive to search. My take: They're doing a great job of turning chat bots into search revenue today. Down the road the playbook will get re written with agentic which is another hurdle"
X Link @munster_gene 2025-10-29T22:05Z 91.6K followers, 13K engagements

"And look how they're playing up the ultra thin design of the Air. $AAPL"
X Link @munster_gene 2025-09-09T19:13Z 91.2K followers, 9640 engagements

"The latest data point that were still early in AI: Nvidia xAI Microsoft and BlackRock are purchasing a $40B Texas-based data center. This underscores the conviction that the most forward thinking companies have in AIs long-term potential. Im excited to hear the 2026 capex guidance from the hypercalers on October XX and 30"
X Link @munster_gene 2025-10-15T13:46Z 91.5K followers, 26.5K engagements

"If I were on the board of a traditional auto company Id be praying for autonomy to fail. WSJ reports the rest of the world is retreating from EVs and I believe thats accurate. Beneath the surface this is good news for $TSLA. Its the latest trend that will leave traditional auto offside once autonomy gains momentum"
X Link @munster_gene 2025-10-15T17:03Z 91.5K followers, 112.8K engagements

"Heres the $TSLA preview. Numbers are going down next year but that's ok because it's all about autonomy"
X Link @munster_gene 2025-10-17T12:58Z 91.5K followers, 13.5K engagements

"$TSLA down XXXX% on the earnings. Revenue beat by XXX% and operating income margin was XXX% Street was looking for 6.7%. Not sure what happened there. My take: Non event"
X Link @munster_gene 2025-10-22T20:11Z 91.5K followers, 28.4K engagements

"$AAPL still has room to move measurably higher driven by whats shaping up to be a strong iPhone XX cycle the new AI Siri launch in March and a foldable phone expected in fall 2026"
X Link @munster_gene 2025-10-20T17:02Z 91.5K followers, 43.6K engagements

"Today $AAPL it hit an all-time high following a Counterpoint Research note showing iPhone XX sales up XX% vs. the iPhone XX in the first XX days (Sep Qtr) across China and the US. The Street is modeling X% iPhone growth in Sept and X% for FY26. Lots of noise around the September whisper (likely up XX% vs. Street at up 8%). What's important is what happens to FY26 iPhone revenue. Street at 5%. Likely going to be X% or better"
X Link @munster_gene 2025-10-20T17:04Z 91.5K followers, 54.4K engagements

"Good news on auto gross margins ex credits. Was at XXXX% compared to XX% in June and XXXX% in March. My take: Moving in the right direction. I expect it to hoover around this level next year given the lower priced Y & X. $TSLA"
X Link @munster_gene 2025-10-22T20:38Z 91.5K followers, 9380 engagements

"I'm eager to how they talk about deliveries for next year. The Street is looking for XX% delivery growth in 2026. The whisper is plus 10%. My guess it will end up plus 5%. The ramp of the Cybercab is likely irrelevant to deliveries because Tesla will take the initial production for Robotaxi"
X Link @munster_gene 2025-10-22T20:44Z 91.5K followers, 10.5K engagements

"Robotaxi was the first question. X. Elon says expecting to have no safety drivers in large parts of Austin by the end of the year. X. Being very cautious about deployment. He mentioned being paranoid like he did last earnings call. X. 250k miles driven. My take: The ramp is moving a little slower than most were hoping. Positive Update: X. Expect to be operating in 8-10 areas by end of the year based on regulator approvals. That was rumored and a positive that he reiterated. $TSLA"
X Link @munster_gene 2025-10-22T21:57Z 91.5K followers, 23.5K engagements

"I believe $TSLA is down X% compared to down X% going into the call because investors wanted to hear about a faster robotaxi ramp. When Elon said expecting to have no safety drivers in large parts of Austin by the end of the year and they're being very cautious about deployment shares drifted lower. Does not change the big picture just explains the stock move"
X Link @munster_gene 2025-10-22T22:06Z 91.5K followers, 32.9K engagements

"Cybercab starts production in Q2. My take: Earlier than I expected. They had said 2026 which I had read as late 2026. $TSLA"
X Link @munster_gene 2025-10-22T22:13Z 91.5K followers, 12.3K engagements

"Elon gave a XXX on the differences in AI for X and xAI. Elon says they are coming at the AI problem from different angles. Grok is a giant model that you cant get it on to a car trying to solve for AGI. Grok X will only run on GB500 from Nvidia where Tesla models are X% the size of Grok. My take: Eventually the two will become one"
X Link @munster_gene 2025-10-22T22:29Z 91.5K followers, 16.1K engagements

"I expect shares of $TSLA to be down slightly tomorrow maybe 5%. That said the big picture is still intact and they have plenty of cash to get there"
X Link @munster_gene 2025-10-23T00:37Z 91.5K followers, 10.2K engagements

"Pressure Points: Tesla September Earnings $TSLA"
X Link @munster_gene 2025-10-23T01:03Z 91.5K followers, 13.3K engagements

"I also don't understand why $MSFT is down 3%. Azure is up XX% vs Street at 37.5%. Also a step up in growth from June which was 39%"
X Link @munster_gene 2025-10-29T20:20Z 91.5K followers, 4866 engagements

"Elon is raising $1B for A week ago he raised $135m from investors. Bottom line he wants to compete with OpenAI and Anthropic"
X Link @munster_gene 2023-12-05T21:38Z 91.6K followers, 265.2K engagements

"$TSLA earnings in a nutshell: X. Elons message remains next year is a breakout year for autonomy. X. 2026 Street deliveries too high. X. Regulatory credit sales will decline at a faster rate"
X Link @munster_gene 2025-10-20T19:14Z 91.6K followers, 33.3K engagements

"A final thought: There was no mention of monetization but Im sure OpenAI is already thinking along that path. Google investors should be preparing for that day likely within the next year. $GOOG"
X Link @munster_gene 2025-10-21T17:32Z 91.6K followers, 17.9K engagements

"What Im listening for on the call: Starts at 5:30p ET. X. Updates on cadence of robotaxi rollout. They have said Phoenix and Las Vegas are in testing (1015 vehicles each) with public rides potentially starting NovDec 2025. Tesla aims for 2023 U.S. metros (e.g. LA Miami) by year-end 2026 pending approvals. X. Updates to timing of the first FSD availability in the US. Last quarter Elon said will be available for personal use by year-end in certain geographies. X. When will non Tesla owned cars be able to join the Robo fleet Last quarter Elon said sometime next year X. Directional thoughts on"
X Link @munster_gene 2025-10-22T20:52Z 91.5K followers, 24.4K engagements

"Since OpenAI launched Atlas shares of $GOOG are up XXX% compared with the Nasdaq which is up 1.1%. Brian and I have been using it this week and concluded that while the agent mode is unreliable it gets smarter over time and has huge potential"
X Link @munster_gene 2025-10-24T18:53Z 91.5K followers, 29.8K engagements

"Heres the five things to watch in Mag X earnings on Wednesday and Thursday. $AAPL $GOOG $AMZN $MSFT $META $NVDA"
X Link @munster_gene 2025-10-28T12:26Z 91.6K followers, 13.6K engagements

"Jensen provided additional context on the $1B investment into Nokia. This is the first time that Jensen is introducing the idea of cloud computing for wireless. Base stations will act like mini data centers. My take: This should help mobile do more when it comes to AI. Likely a couple of years away before we see anything"
X Link @munster_gene 2025-10-28T16:35Z 91.5K followers, 15.1K engagements

"Quantum: Nvidias GPUs will help advance quantum computing by improving control and error correction two major barriers to quantum scalability. Most quantum companies are participating which likely explains why those stocks are up slightly. My take: Quantum has been a recurring headache for Nvidia given the narrative that its only a matter of time before quantum computing renders GPUs obsolete. Todays announcement signals to investors that Nvidia intends to play a role in the quantum ecosystem rather than be displaced by it. $NVDA"
X Link @munster_gene 2025-10-28T16:42Z 91.6K followers, 16.1K engagements

"Wonder why $GOOG pays $AAPL $20B a year to be the default search engine in Safari Because the browser is the gateway to search. GOOG is down XXX% today (Nasdaq is flat) in anticipation of OpenAIs browser announcement at XX a.m. PT. Ill be most focused on distribution. If OpenAI can parlay its 800M weekly users into browser users then Google will have its work cut out. Google is doing a great job navigating the new world of search and I expect good news on that front next week. That said a browser that actually gets used changes the game"
X Link @munster_gene 2025-10-21T16:05Z 91.6K followers, 25K engagements

"Here's the math on how much $NVDA believes they'll beat the Street over the next year. Bottom line: Jensen said that over the next five quarters Nvidia already has enough Blackwell and Rubin demand to exceed Street estimates by 15%. This assumes capacity is available and adding back the networking business of $41B. That upside will likely grow as they continue selling. My take: Supply is a critical factor here. if they can make them it sounds like they're on track to beat the current Street numbers for CY26 by more than 20%. If they don't make enough that's good news for CY27. Here's the"
X Link @munster_gene 2025-10-28T18:16Z 91.6K followers, 103.3K engagements

"$GOOG Cloud up XXXX% vs. XXXX% estimate. Also an acceleration from XXXX% in June"
X Link @munster_gene 2025-10-29T20:07Z 91.6K followers, 9694 engagements

"I also don't understand why $MSFT is down 3%. Azure is up XX% (constant currency) vs Street at 37.5%. Unchanged from June which was 39%"
X Link @munster_gene 2025-10-29T20:25Z 91.6K followers, 55.2K engagements

"$META call is live. Zuck says he will overbuild for the most optimistic case around Superintelligence. That means they will likely spend at a rate faster than Google Microsoft and Amazon. Thats also how the Street is modeling our Capex for those companies with Meta up around XX% next year Microsoft up XX% Google up XX% and Amazon up 10%"
X Link @munster_gene 2025-10-29T20:36Z 91.6K followers, 74.8K engagements

"$GOOG guided 2025 Capex up by 7%. As expected. Looks like Google is setting up to grow Capex next year by XX% vs. $META up 60%"
X Link @munster_gene 2025-10-29T21:16Z 91.6K followers, 18.7K engagements

"It looks like Zuck is most bullish on AI compared to Nadella Jassy and Pichai based on Capex and spend on third party cloud for next year. $META $GOOG $AMZN $MSFT"
X Link @munster_gene 2025-10-29T21:20Z 91.6K followers, 11.4K engagements

"$GOOG still expects tight capacity for Google Cloud in December and throughout 2026. That means whatever growth they report could have been higher if they had more capacity"
X Link @munster_gene 2025-10-29T22:02Z 91.6K followers, 14.9K engagements

"What does $GOOG Search want to be when it grows up The question came up at the end of the call and is relevant given the company is juggling four surfaces Search AI Overviews AI Mode and Gemini. Sundar describes this as a dynamic expansionary moment because Search is evolving and engagement is increasing. He adds "over time" changes are coming across Search AI Overviews AI Mode and Gemini users can expect the experience to become simpler. My take: The Search results page still feels like a high school science project gone amok. It sounds like Google recognizes that and over the next couple of"
X Link @munster_gene 2025-10-29T22:31Z 91.6K followers, 15.5K engagements

"$META shares are down on a flipped script expenses are now growing faster than revenue. That said its the right decision to position the company to capitalize on AIs potential"
X Link @munster_gene 2025-10-29T23:42Z 91.6K followers, 27.9K engagements

"$MSFT was the least eventful of the three reporting tonight. December revenue guidance was in line with the Street a slight disappointment but the big picture remains intact"
X Link @munster_gene 2025-10-29T23:46Z 91.6K followers, 15.8K engagements

"Now that Meta has reset the expense bar we have to wait until the December report to see if it starts paying off"
X Link @munster_gene 2025-10-29T23:51Z 91.6K followers, 24K engagements

"$AAPL tonight is all about the December iPhone guide that well get on the call. Bottom line: I expect it to be favorable. For September the iPhone whisper number is XX% growth vs. Street in print at 9%. iPhone-related news has continued to be positive even though analysts have not materially adjusted the consensus. For the December quarter Street expectations call for X% growth in line with buy-side expectations. I expect iPhone commentary on the earnings call for December will indicate growth above X% closer to 8%"
X Link @munster_gene 2025-10-30T16:07Z 91.6K followers, 10.1K engagements

"$AAPL and AI for tonight: Bottom Line: Investors will soon start to warm up to what Apple will deliver next year. X. Tonight investors aren't expecting to hear much only that they reiterate that the new Siri comes out early next year. X. I expect Apple's AI investment cadence will be consistent with the past fractional compared to $META $GOOG $MSFT and $AMZN. They're investing around $12-$15B a year compared to the others at more than $60B. X. The reason why I expect investors to start to warm up on no new material updates is that we're getting close to the launch of the new Siri now likely"
X Link @munster_gene 2025-10-30T16:20Z 91.6K followers, 12.1K engagements

"$AMZN says backlog greater than all of Q3 Rev (has to be AWS revenue) moved the stock up another X% in after hours"
X Link @munster_gene 2025-10-30T21:11Z 91.6K followers, 13.4K engagements

"$AMZN Robotics 1m robots in the fulfillment network will increase investments very important area of investment. Worth noting underneath the topic of AI automation is the reality that people are losing their jobs. Jassy said on the call that people will remain at the heart expect over time that humans and robots compliment each other. My take: Unfortunately there won't be much compliment long term mostly replacement"
X Link @munster_gene 2025-10-30T21:44Z 91.6K followers, 13.5K engagements

"Cook remindsinvestors that they are open to M&A. My take: For as long as I can remember that's been more or less his response to the M&A question. $AAPL"
X Link @munster_gene 2025-10-30T21:53Z 91.6K followers, 7729 engagements

"Good news for $GOOG. While the Atlas browser is a step forward especially around agents its not 10x better than Chrome. Google can (and will) copy these features quickly making it harder for Atlas to gain share. Im a fan of what OpenAI is building and believe Google will be fine"
X Link @munster_gene 2025-10-21T17:31Z 91.6K followers, 45.2K engagements

"Three key $TSLA takeaways from the outlook section: X. Cash & liquidity: Up $4B to $41B which they say is enough to fund the product roadmap. My take: the dream can be funded. (For context Ford & GM each have about $23B in cash.) X. Cybercab: On schedule for volume production in 2026. My take: in line with expectations. X. Optimus: Lines being installed in anticipation of volume production. My take: still early. No timeline given. Few investors are focused on Optimus today and thatll change over the next couple of years"
X Link @munster_gene 2025-10-22T20:22Z 91.6K followers, 98.7K engagements

"A little more on the timing of the Optimus ramp: Elon says the production version should be complete by February or March next year. Theyll hopefully start the production ramp at the end of next year. Itll take time to reach a million units since itll move at the pace of the bottleneck. My take: Investors are factoring little of Optimus into the valuation its optionality. The updated timing outlined today doesnt change that in the near term. $TSLA"
X Link @munster_gene 2025-10-22T22:41Z 91.6K followers, 12.2K engagements

"Jensen makes his case for Nvidia vs. competition highlighting a chart what shows GB vs. H20 cost per token is 10x lower. My take: For the past two years investors have been concerned about a cheap competitor competing with Nvidia and we just don't see it because the hyperscalers think about total cost of ownership. $NVDA"
X Link @munster_gene 2025-10-28T17:14Z 91.6K followers, 22.4K engagements

"I believe Jensen is suggesting about XX% upside to revenue over the next X quarters. The stocks up only X% on that likely because there are enough moving parts to keep investors from taking his comments to the bank. $NVDA"
X Link @munster_gene 2025-10-28T19:23Z 91.6K followers, 89.6K engagements

"Weve been tracking AI Overview ad load and its going up. Good news for $GOOG Search revenue"
X Link @munster_gene 2025-10-28T19:45Z 91.6K followers, 67.8K engagements

"Looks like the more affordable $TSLA may end up being the Cybercab with a steering wheel. Bloomberg interviewed Robyn Denholm the chair of Teslas board"
X Link @munster_gene 2025-10-28T20:27Z 91.6K followers, 79.8K engagements

"5 Keys to $GOOG $META and $MSFT Earnings Tonight. X. GCP growth of XXXX% vs. XXXX% in June. X Azure growth of XXXX% vs. XX% in June. X. GOOG Search growth of XX% y/y (whisper) up from XXXX% in June. X. GOOG Capex for CY26 above current expectations of 13%. Meta is already at 42%. X. MSFT & META Capex growth for CY26 remains around current estimates of XX% and 42%"
X Link @munster_gene 2025-10-29T13:29Z 91.6K followers, 21.7K engagements

"$GOOG Search up 14.5%. Whisper was up 13%. Google is navigating the generative AI transition like a champ"
X Link @munster_gene 2025-10-29T20:05Z 91.6K followers, 286.5K engagements

"I don't understand why $META is down 7%. They effectively guided Dec revenue up by 3%. The actual mid point was $57.5B vs Street at $XXXXX. More importantly the high end of the guide was $59B which is likely where the revenue will come in for December thats where the X% guide up comes from. That means growth in December will be around XX% compared to 26%. That's the same top line growth in June"
X Link @munster_gene 2025-10-29T20:18Z 91.6K followers, 260.5K engagements

"A small but powerful example of why $META is next to impossible to slow. Daily users were up XXX% y/y reaching 3.54B people. Thats XX% of the world population. . More impressive is that y/y growth has been accelerating. Sep- XXX% Jun - XXX% Mar- XXX% Dec XX - XXX% Sep XX - 4.8%"
X Link @munster_gene 2025-10-29T20:44Z 91.6K followers, 24.3K engagements

"$META Capex is going up for next year. CFO says compute needs have expanded meaningfully and we will aggressively invest through both our own infrastructure and third-party providers. Capex growth will be notably larger and total expenses will rise more quickly given increasing cloud costs. The stinger is the expense growth rates will increase because of cloud. Not sure who they will purchase the cloud from"
X Link @munster_gene 2025-10-29T21:00Z 91.6K followers, 13.9K engagements

"$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 its been the flip story. March revenue up XX% vs. expenses up X% June revenue up XX% vs. expenses up 12%. September revenue up XX% vs. expense up 32%. Next year it's going to be more like XX% revenue growth and XX% expense growth"
X Link @munster_gene 2025-10-29T21:34Z 91.6K followers, 463.8K engagements

"Sundar says Waymo will add new experiences next year possibly around personalization. Its a good example of an area where Waymo has a head start over Teslas robotaxi offering. $GOOG $TSLA"
X Link @munster_gene 2025-10-29T22:06Z 91.6K followers, 22.7K engagements

"On the call $GOOG management said AI Mode has 75M users in the U.S. Theyre testing ads but its too early to share details about those tests. My take: Its only a matter of time before AI Mode ads are fully turned on. When they are it will likely be a net positive for revenue growth even though some users may feel the ads clash with the spirit of generative AI providing a real answer"
X Link @munster_gene 2025-10-29T22:20Z 91.6K followers, 28.6K engagements

"Big-picture takeaway from $GOOG $MSFT and $META: The mojo of the AI trade took a step back while the fundamentals took a step forward"
X Link @munster_gene 2025-10-29T23:08Z 91.6K followers, 22.6K engagements

"Bravo to $GOOG for accelerating Search in the face of chatbots. Sounds like the momentum will continue. P.S. My prediction: Waymo IPO in 2027"
X Link @munster_gene 2025-10-29T23:25Z 91.6K followers, 144.2K engagements

"$AMZN is straight forward tonight. It's of course about AWS. Whisper is XXXX% growth"
X Link @munster_gene 2025-10-30T16:24Z 91.6K followers, 72.5K engagements

"$AMZN reports XX% AWS growth vs. Whisper of 18.5%. Stock up 9%. To put into perspective how focused investors are on AWS they beat overall revenue by XXX% and the stock is up 9%"
X Link @munster_gene 2025-10-30T20:06Z 91.6K followers, 18.2K engagements

"While September results are good news on AWS the big picture around competition remains a challenge. Google Cloud and Azure are growing at almost 2x faster than AWS which means they continue to lose share. $AMZN"
X Link @munster_gene 2025-10-30T20:08Z 91.6K followers, 24.1K engagements

"$AMZN guided December revenue up by X% and operating income up by 9%. Throw out the ranges they give on guidance. Focus on the high end because they typically come in at or above the high end. My X% and X% guide up is based on them hitting the high end of the ranges. That pop in operating income guide is likely being driven by AI in reduced headcount and more robotics"
X Link @munster_gene 2025-10-30T20:12Z 91.6K followers, 18.1K engagements

"Return on AI at $AMZN. Check out how automation is improving operating margins. If they hit the high end of guidance for December (which they likely will) operating margin will be 12.2%. That compares to: Dec-25: XXXX% Est Dec-24: XXXX% Dec-23: XXX% Dec-22: XXX% Dec-21: XXX% Dec-20: XXX% Dec-19: 4.4%"
X Link @munster_gene 2025-10-30T20:23Z 91.6K followers, 17.7K engagements

"$AAPL is going higher (currently down 2%) The iPhone miss for September doesn't matter because the December guide was stronger than expected and more than made up the miss. September iPhone grew X% yy vs. Whisper of 10%. December guided to "double digit growth" which is above the in print and whisper in December of up 6%"
X Link @munster_gene 2025-10-30T20:35Z 91.6K followers, 20.1K engagements

"Cook says making good progress on new Siri and says will release next year. The expectation is end of March. They have to get it out by WWDC early in June. My guess is it's released on the day they report the March quarter which will be late in April. $AAPL"
X Link @munster_gene 2025-10-30T21:10Z 91.6K followers, 9386 engagements

"More good news for $NVDA. $AMZN Capex of guide was $125B in 2025 Street was looking for $118B X% increase"
X Link @munster_gene 2025-10-30T21:41Z 91.6K followers, 20.7K engagements

"Cook says its too early to tell if there is a mix shift between Pro and Max because they had constraints on availability. $AAPL My take: Mix doesn't matter much. Yes Max slightly higher margins but whats important is total iPhone revenue"
X Link @munster_gene 2025-10-30T21:51Z 91.6K followers, 7895 engagements

"$APPL expects small increases in Capex for AI and the private cloud but the hybrid model of first and third party capacity will continue to be their approach going forward. My take: Capex in 2025 will be about $12B about $14B in 2026. Amazon Microsoft Google and Meta will all be over $100B next year"
X Link @munster_gene 2025-10-30T21:56Z 91.6K followers, 13.7K engagements

"All signs point to a strong finish to the year for $AAPL"
X Link @munster_gene 2025-10-30T22:40Z 91.6K followers, 10.7K engagements

"Below the headlines the $AMZN investment story is about automation & AWS improving margins"
X Link @munster_gene 2025-10-30T22:49Z 91.6K followers, 11.6K engagements