[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @munster_gene Gene Munster Gene Munster posts on X about $tsla, $aapl, $googl, open ai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1148243369786822658/interactions)  - X Week XXXXXXX +598% - X Month XXXXXXXXX +11% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1148243369786822658/posts_active)  - X Week XX +73% - X Month XX +36% - X Months XXX +21% - X Year XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::1148243369786822658/followers)  - X Week XXXXXX +0.23% - X Month XXXXXX +0.95% - X Months XXXXXX +8.30% - X Year XXXXXX +20% ### CreatorRank: XXXXXX [#](/creator/twitter::1148243369786822658/influencer_rank)  ### Social Influence [#](/creator/twitter::1148243369786822658/influence) --- **Social category influence** [stocks](/list/stocks) #1383 [automotive brands](/list/automotive-brands) #812 [technology brands](/list/technology-brands) XXXXX% [celebrities](/list/celebrities) #2648 [finance](/list/finance) #2168 [countries](/list/countries) XXXX% [fashion brands](/list/fashion-brands) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [$tsla](/topic/$tsla) #19, [$aapl](/topic/$aapl) #83, [$googl](/topic/$googl) #2481, [open ai](/topic/open-ai) #1399, [tesla](/topic/tesla) #76, [$goog](/topic/$goog) #34, [china](/topic/china) 6.52%, [drivers](/topic/drivers) #129, [iphone 17](/topic/iphone-17) 4.35%, [$40k](/topic/$40k) #58 **Top accounts mentioned or mentioned by** [@ronzmahoney](/creator/undefined) [@modelyguy](/creator/undefined) [@fgrenier77](/creator/undefined) [@talesftf](/creator/undefined) [@yakim](/creator/undefined) [@cnbcfastmoney](/creator/undefined) [@panchunlei7](/creator/undefined) [@rebiii333re](/creator/undefined) [@kellycnbc](/creator/undefined) [@cnbctheexchange](/creator/undefined) [@deepwatermgmts](/creator/undefined) [@munstergene](/creator/undefined) [@kapitalizzum](/creator/undefined) [@_ilikethebiz](/creator/undefined) [@russellgalbert](/creator/undefined) [@cellkal](/creator/undefined) [@kambiiz](/creator/undefined) [@highline7](/creator/undefined) [@taaaaa_0](/creator/undefined) [@gfilche](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Microsoft Corp. (MSFT)](/topic/microsoft) [BlackRock Inc (BLK)](/topic/blackrock) [Metadium (META)](/topic/$meta) ### Top Social Posts [#](/creator/twitter::1148243369786822658/posts) --- Top posts by engagements in the last XX hours "This launch day feels different than last year with the walk up line still XX deep XXX hrs after the open. Doing my best to set aside recency bias. Southdale Minneapolis. $AAPL" [X Link](https://x.com/munster_gene/status/1969076322275086824) [@munster_gene](/creator/x/munster_gene) 2025-09-19T16:29Z 90.2K followers, 14.3K engagements "Good news for $GOOG. While the Atlas browser is a step forward especially around agents its not 10x better than Chrome. Google can (and will) copy these features quickly making it harder for Atlas to gain share. Im a fan of what OpenAI is building and believe Google will be fine" [X Link](https://x.com/munster_gene/status/1980688309878997088) [@munster_gene](/creator/x/munster_gene) 2025-10-21T17:31Z 90.2K followers, 44.8K engagements "$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](https://x.com/munster_gene/status/1981090958729969727) [@munster_gene](/creator/x/munster_gene) 2025-10-22T20:11Z 90.2K followers, 28.1K 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 $TSLA. Its the latest trend that will leave traditional auto offside once autonomy gains momentum" [X Link](https://x.com/munster_gene/status/1978507134242369744) [@munster_gene](/creator/x/munster_gene) 2025-10-15T17:03Z 90.2K followers, 112.7K engagements "$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](https://x.com/munster_gene/status/1980352009753555082) [@munster_gene](/creator/x/munster_gene) 2025-10-20T19:14Z 90.2K followers, 33.2K 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](https://x.com/munster_gene/status/1981097919274242062) [@munster_gene](/creator/x/munster_gene) 2025-10-22T20:38Z 90.2K followers, 9222 engagements "Heres the $TSLA preview. Numbers are going down next year but that's ok because it's all about autonomy" [X Link](https://x.com/munster_gene/status/1979170160406626573) [@munster_gene](/creator/x/munster_gene) 2025-10-17T12:58Z 90.2K followers, 13.4K engagements "I believe both OpenAI and Google can win in search. Atlas raises the browser bar. Google will likely respond within a year" [X Link](https://x.com/munster_gene/status/1980699996912828710) [@munster_gene](/creator/x/munster_gene) 2025-10-21T18:17Z 90.2K followers, 9961 engagements "I think $TSLA drifting little lower given Elon did not mention anything about timing of expanded Robotaxi fleet in his prepared remarks" [X Link](https://x.com/munster_gene/status/1981115180156342351) [@munster_gene](/creator/x/munster_gene) 2025-10-22T21:47Z 90.2K followers, 10.7K engagements "Sounds like it will still have tabs and add three new features: X. Chat (thats where you start) and the chat can take you to a URL. My take: logical place for OpenAI to start. This is what Google has been doing with AI Mode and Overviews. X. Browser memory - search memory for something that you have seen before but dont know where it is. My take: This is helpful. Chrome does this at a much less advanced level. X. Agents - Can take action book resversation change docs. My Take: Meaningful unlock long term" [X Link](https://x.com/munster_gene/status/1980682745622983008) [@munster_gene](/creator/x/munster_gene) 2025-10-21T17:09Z 90.2K followers, 10.8K engagements "The new search I did not see any sponsored links. When you click a link it will open the web in a split view with a goal to make it more back and forth to find what you're looking for. If you use Gmail inside of Altas GPT will power the generative changes" [X Link](https://x.com/munster_gene/status/1980683555522113820) [@munster_gene](/creator/x/munster_gene) 2025-10-21T17:12Z 90.2K followers, 9619 engagements "Atlas Agent Mode: This is the Operator mode that was announced in January now built into the browser. It can only operate on your tabs; it cant access your local apps or files. X. Showed a couple of demos: Event planning in Google Docs The agent helps organize an event with Name Email and To-Do lists. You can delegate the planning to Atlas Agent Mode it has its own cursor so you can watch it work. It even added the plan to project management software. X. Shopping list for a recipe You can ask the agent to order specific items. It navigates to Instacart finds the products and fills your cart" [X Link](https://x.com/munster_gene/status/1980686594051817782) [@munster_gene](/creator/x/munster_gene) 2025-10-21T17:24Z 90.2K followers, 12K 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](https://x.com/munster_gene/status/1981093825637720492) [@munster_gene](/creator/x/munster_gene) 2025-10-22T20:22Z 90.2K followers, 97.3K 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](https://x.com/munster_gene/status/1981117802359746626) [@munster_gene](/creator/x/munster_gene) 2025-10-22T21:57Z 90.2K followers, 22.8K 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](https://x.com/munster_gene/status/1981119905979388316) [@munster_gene](/creator/x/munster_gene) 2025-10-22T22:06Z 90.2K followers, 32.1K 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](https://x.com/munster_gene/status/1981125848133738674) [@munster_gene](/creator/x/munster_gene) 2025-10-22T22:29Z 90.2K followers, 15.4K 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](https://x.com/munster_gene/status/1981157941639291273) [@munster_gene](/creator/x/munster_gene) 2025-10-23T00:37Z 90.2K followers, 9452 engagements "Bumps in the $TSLA road are small the opportunity remains big" [X Link](https://x.com/munster_gene/status/1981159589765935435) [@munster_gene](/creator/x/munster_gene) 2025-10-23T00:43Z 90.2K followers, 49.5K 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](https://x.com/munster_gene/status/1732152577318408552) [@munster_gene](/creator/x/munster_gene) 2023-12-05T21:38Z 90.2K followers, 265.2K engagements "And look how they're playing up the ultra thin design of the Air. $AAPL" [X Link](https://x.com/munster_gene/status/1965493750328897823) [@munster_gene](/creator/x/munster_gene) 2025-09-09T19:13Z 90.2K followers, 9628 engagements "Below the surface China US trade talks is about rare earth and GPUs. In the end coming to an agreement is in everyones best interest" [X Link](https://x.com/munster_gene/status/1976686446632124662) [@munster_gene](/creator/x/munster_gene) 2025-10-10T16:29Z 90.2K followers, 26.1K engagements "$GOOG has a message for investors: Search is doing fine" [X Link](https://x.com/munster_gene/status/1977836577419395524) [@munster_gene](/creator/x/munster_gene) 2025-10-13T20:39Z 90.2K followers, 20.2K engagements "The release of the new Vision Pro is evidence that $AAPL has not totally given up on the high-end of wearable computing (still at $3500). The updates are subtle better processor and battery life. While the move surprised me it doesnt change the reality that the future of Apples Vision business will ultimately land with Meta-like glasses. Note: The starting prices for both the new Vision Pro and the MacBook Pro with M5 chips remain unchanged from their predecessors" [X Link](https://x.com/munster_gene/status/1978458906532925923) [@munster_gene](/creator/x/munster_gene) 2025-10-15T13:52Z 90.2K followers, 10.8K engagements "Cooks time in China underscores hes the master of navigating geopolitics and that Apples manufacturing shift to India will be slower than some expect. $AAPL PS: Theres a bonus at the end of the video: Good news continues on iPhone lead times" [X Link](https://x.com/munster_gene/status/1979249008884216175) [@munster_gene](/creator/x/munster_gene) 2025-10-17T18:11Z 90.2K followers, 13.8K engagements "$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](https://x.com/munster_gene/status/1980318662704918897) [@munster_gene](/creator/x/munster_gene) 2025-10-20T17:02Z 90.2K followers, 43.3K engagements "The AI train continues to roll. $MU guided to XX% Y/Y revenue growth vs. just reported 46%" [X Link](https://x.com/munster_gene/status/1970646508207845608) [@munster_gene](/creator/x/munster_gene) 2025-09-24T00:28Z 90.2K followers, 16.1K engagements "Bravo $TSLA for cutting the price of the Model Y by XX% to $40k compared to $45k earlier today. Model X goes to $37k from $39k. This means the XX% delivery growth the Street is looking in CY26 is more likely. Previously I had expected XX% growth. Most were expected a slimmed down Model Y. What we got was basically the same Model Y with limited color and wheel options. Competitors in this segment range from the Nissan Leaf starting around 30k to the Hyundai Ioniq X and Ford Mustang Mach-E both around 35k. For Hyundai Ford and Nissan the challenge isnt price its software. As Full Self-Driving" [X Link](https://x.com/munster_gene/status/1975644104470999145) [@munster_gene](/creator/x/munster_gene) 2025-10-07T19:27Z 90.2K followers, 118.8K engagements "This begs the question: Is the $40k Model Y the more affordable model we've been waiting for that was going to ramp next year and cost $25-$30K" [X Link](https://x.com/munster_gene/status/1975645757609824416) [@munster_gene](/creator/x/munster_gene) 2025-10-07T19:33Z 90.2K followers, 39K engagements "The price cut is a win for consumers and $TSLA. My guess is the more affordable version moves to 2027" [X Link](https://x.com/munster_gene/status/1975655189714530379) [@munster_gene](/creator/x/munster_gene) 2025-10-07T20:11Z 90.2K followers, 23.2K 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](https://x.com/munster_gene/status/1978457570563015132) [@munster_gene](/creator/x/munster_gene) 2025-10-15T13:46Z 90.2K followers, 26.5K engagements "I stopped by Best Buy to try out the new Meta Ray-Ban Display. I left feeling this will take time. $META" [X Link](https://x.com/munster_gene/status/1978923195378876845) [@munster_gene](/creator/x/munster_gene) 2025-10-16T20:37Z 90.2K followers, 11.7K 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](https://x.com/munster_gene/status/1980319161298354662) [@munster_gene](/creator/x/munster_gene) 2025-10-20T17:04Z 90.2K followers, 54.1K 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](https://x.com/munster_gene/status/1980666674123866514) [@munster_gene](/creator/x/munster_gene) 2025-10-21T16:05Z 90.2K followers, 24.8K 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. $GOOG" [X Link](https://x.com/munster_gene/status/1980688632856952937) [@munster_gene](/creator/x/munster_gene) 2025-10-21T17:32Z 90.2K followers, 17.7K engagements "$TSLA earnings tonight are all about Elons comments on autonomy timing. Last quarter he said FSD in a region by end of the year and robotaxi material to the business by end of 2026. Good news on that front today: GM signaled its at least X years behind FSD. GM announced plans to launch an automated driving system in 2028. Unclear if its more of a souped-up Super Cruise or a true FSD competitor. My guess: more like Super Cruise. Either way theyre behind" [X Link](https://x.com/munster_gene/status/1981025904009654457) [@munster_gene](/creator/x/munster_gene) 2025-10-22T15:52Z 90.2K followers, 28.1K engagements "Two $TSLA updates from the shareholder deck that loosely fall into the negative category. X. Im XX% sure that the more affordable model is the Model Y and Model X based on language from the shareholder deck. My take: Thats what I was expecting and was hoping I was wrong. X. New FSD miles were flat quarter over quarter: 1.1B in September same as 1.1B in June and 0.7B in March. My take: The number is huge but not growing. That likely reflects consumer enthusiasm which is high but steady. It will eventually spike as improvements and new hardware roll out" [X Link](https://x.com/munster_gene/status/1981097442939720178) [@munster_gene](/creator/x/munster_gene) 2025-10-22T20:36Z 90.2K followers, 26.1K 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](https://x.com/munster_gene/status/1981101337879208032) [@munster_gene](/creator/x/munster_gene) 2025-10-22T20:52Z 90.2K followers, 24K 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](https://x.com/munster_gene/status/1981121687291863093) [@munster_gene](/creator/x/munster_gene) 2025-10-22T22:13Z 90.2K followers, 12K 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](https://x.com/munster_gene/status/1981128834201403506) [@munster_gene](/creator/x/munster_gene) 2025-10-22T22:41Z 90.2K followers, 11.7K engagements "Pressure Points: Tesla September Earnings $TSLA" [X Link](https://x.com/munster_gene/status/1981164598242726013) [@munster_gene](/creator/x/munster_gene) 2025-10-23T01:03Z 90.2K followers, 12.4K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@munster_gene Gene MunsterGene Munster posts on X about $tsla, $aapl, $googl, open ai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence stocks #1383 automotive brands #812 technology brands XXXXX% celebrities #2648 finance #2168 countries XXXX% fashion brands XXXX% exchanges XXXX%
Social topic influence $tsla #19, $aapl #83, $googl #2481, open ai #1399, tesla #76, $goog #34, china 6.52%, drivers #129, iphone 17 4.35%, $40k #58
Top accounts mentioned or mentioned by @ronzmahoney @modelyguy @fgrenier77 @talesftf @yakim @cnbcfastmoney @panchunlei7 @rebiii333re @kellycnbc @cnbctheexchange @deepwatermgmts @munstergene @kapitalizzum @_ilikethebiz @russellgalbert @cellkal @kambiiz @highline7 @taaaaa_0 @gfilche
Top assets mentioned Tesla, Inc. (TSLA) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Microsoft Corp. (MSFT) BlackRock Inc (BLK) Metadium (META)
Top posts by engagements in the last XX hours
"This launch day feels different than last year with the walk up line still XX deep XXX hrs after the open. Doing my best to set aside recency bias. Southdale Minneapolis. $AAPL"
X Link @munster_gene 2025-09-19T16:29Z 90.2K followers, 14.3K engagements
"Good news for $GOOG. While the Atlas browser is a step forward especially around agents its not 10x better than Chrome. Google can (and will) copy these features quickly making it harder for Atlas to gain share. Im a fan of what OpenAI is building and believe Google will be fine"
X Link @munster_gene 2025-10-21T17:31Z 90.2K followers, 44.8K engagements
"$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 90.2K followers, 28.1K 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 $TSLA. Its the latest trend that will leave traditional auto offside once autonomy gains momentum"
X Link @munster_gene 2025-10-15T17:03Z 90.2K followers, 112.7K engagements
"$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 90.2K followers, 33.2K 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 90.2K followers, 9222 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 90.2K followers, 13.4K engagements
"I believe both OpenAI and Google can win in search. Atlas raises the browser bar. Google will likely respond within a year"
X Link @munster_gene 2025-10-21T18:17Z 90.2K followers, 9961 engagements
"I think $TSLA drifting little lower given Elon did not mention anything about timing of expanded Robotaxi fleet in his prepared remarks"
X Link @munster_gene 2025-10-22T21:47Z 90.2K followers, 10.7K engagements
"Sounds like it will still have tabs and add three new features: X. Chat (thats where you start) and the chat can take you to a URL. My take: logical place for OpenAI to start. This is what Google has been doing with AI Mode and Overviews. X. Browser memory - search memory for something that you have seen before but dont know where it is. My take: This is helpful. Chrome does this at a much less advanced level. X. Agents - Can take action book resversation change docs. My Take: Meaningful unlock long term"
X Link @munster_gene 2025-10-21T17:09Z 90.2K followers, 10.8K engagements
"The new search I did not see any sponsored links. When you click a link it will open the web in a split view with a goal to make it more back and forth to find what you're looking for. If you use Gmail inside of Altas GPT will power the generative changes"
X Link @munster_gene 2025-10-21T17:12Z 90.2K followers, 9619 engagements
"Atlas Agent Mode: This is the Operator mode that was announced in January now built into the browser. It can only operate on your tabs; it cant access your local apps or files. X. Showed a couple of demos: Event planning in Google Docs The agent helps organize an event with Name Email and To-Do lists. You can delegate the planning to Atlas Agent Mode it has its own cursor so you can watch it work. It even added the plan to project management software. X. Shopping list for a recipe You can ask the agent to order specific items. It navigates to Instacart finds the products and fills your cart"
X Link @munster_gene 2025-10-21T17:24Z 90.2K followers, 12K 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 90.2K followers, 97.3K 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 90.2K followers, 22.8K 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 90.2K followers, 32.1K 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 90.2K followers, 15.4K 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 90.2K followers, 9452 engagements
"Bumps in the $TSLA road are small the opportunity remains big"
X Link @munster_gene 2025-10-23T00:43Z 90.2K followers, 49.5K 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 90.2K followers, 265.2K engagements
"And look how they're playing up the ultra thin design of the Air. $AAPL"
X Link @munster_gene 2025-09-09T19:13Z 90.2K followers, 9628 engagements
"Below the surface China US trade talks is about rare earth and GPUs. In the end coming to an agreement is in everyones best interest"
X Link @munster_gene 2025-10-10T16:29Z 90.2K followers, 26.1K engagements
"$GOOG has a message for investors: Search is doing fine"
X Link @munster_gene 2025-10-13T20:39Z 90.2K followers, 20.2K engagements
"The release of the new Vision Pro is evidence that $AAPL has not totally given up on the high-end of wearable computing (still at $3500). The updates are subtle better processor and battery life. While the move surprised me it doesnt change the reality that the future of Apples Vision business will ultimately land with Meta-like glasses. Note: The starting prices for both the new Vision Pro and the MacBook Pro with M5 chips remain unchanged from their predecessors"
X Link @munster_gene 2025-10-15T13:52Z 90.2K followers, 10.8K engagements
"Cooks time in China underscores hes the master of navigating geopolitics and that Apples manufacturing shift to India will be slower than some expect. $AAPL PS: Theres a bonus at the end of the video: Good news continues on iPhone lead times"
X Link @munster_gene 2025-10-17T18:11Z 90.2K followers, 13.8K engagements
"$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 90.2K followers, 43.3K engagements
"The AI train continues to roll. $MU guided to XX% Y/Y revenue growth vs. just reported 46%"
X Link @munster_gene 2025-09-24T00:28Z 90.2K followers, 16.1K engagements
"Bravo $TSLA for cutting the price of the Model Y by XX% to $40k compared to $45k earlier today. Model X goes to $37k from $39k. This means the XX% delivery growth the Street is looking in CY26 is more likely. Previously I had expected XX% growth. Most were expected a slimmed down Model Y. What we got was basically the same Model Y with limited color and wheel options. Competitors in this segment range from the Nissan Leaf starting around 30k to the Hyundai Ioniq X and Ford Mustang Mach-E both around 35k. For Hyundai Ford and Nissan the challenge isnt price its software. As Full Self-Driving"
X Link @munster_gene 2025-10-07T19:27Z 90.2K followers, 118.8K engagements
"This begs the question: Is the $40k Model Y the more affordable model we've been waiting for that was going to ramp next year and cost $25-$30K"
X Link @munster_gene 2025-10-07T19:33Z 90.2K followers, 39K engagements
"The price cut is a win for consumers and $TSLA. My guess is the more affordable version moves to 2027"
X Link @munster_gene 2025-10-07T20:11Z 90.2K followers, 23.2K 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 90.2K followers, 26.5K engagements
"I stopped by Best Buy to try out the new Meta Ray-Ban Display. I left feeling this will take time. $META"
X Link @munster_gene 2025-10-16T20:37Z 90.2K followers, 11.7K 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 90.2K followers, 54.1K 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 90.2K followers, 24.8K 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. $GOOG"
X Link @munster_gene 2025-10-21T17:32Z 90.2K followers, 17.7K engagements
"$TSLA earnings tonight are all about Elons comments on autonomy timing. Last quarter he said FSD in a region by end of the year and robotaxi material to the business by end of 2026. Good news on that front today: GM signaled its at least X years behind FSD. GM announced plans to launch an automated driving system in 2028. Unclear if its more of a souped-up Super Cruise or a true FSD competitor. My guess: more like Super Cruise. Either way theyre behind"
X Link @munster_gene 2025-10-22T15:52Z 90.2K followers, 28.1K engagements
"Two $TSLA updates from the shareholder deck that loosely fall into the negative category. X. Im XX% sure that the more affordable model is the Model Y and Model X based on language from the shareholder deck. My take: Thats what I was expecting and was hoping I was wrong. X. New FSD miles were flat quarter over quarter: 1.1B in September same as 1.1B in June and 0.7B in March. My take: The number is huge but not growing. That likely reflects consumer enthusiasm which is high but steady. It will eventually spike as improvements and new hardware roll out"
X Link @munster_gene 2025-10-22T20:36Z 90.2K followers, 26.1K 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 90.2K followers, 24K 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 90.2K followers, 12K 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 90.2K followers, 11.7K engagements
"Pressure Points: Tesla September Earnings $TSLA"
X Link @munster_gene 2025-10-23T01:03Z 90.2K followers, 12.4K engagements
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