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# ![@munster_gene Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1148243369786822658.png) @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 XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1148243369786822658/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1148243369786822658/c:line/m:interactions.svg)

- X Week XXXXXXXXX +323%
- X Month XXXXXXXXX +282%
- X Months XXXXXXXXXX +20%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1148243369786822658/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1148243369786822658/c:line/m:posts_active.svg)

- X Week XX +81%
- X Month XXX +43%
- X Months XXX +35%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1148243369786822658/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1148243369786822658/c:line/m:followers.svg)

- X Week XXXXXX +1.70%
- X Month XXXXXX +2.30%
- X Months XXXXXX +9.80%
- X Year XXXXXX +21%

### CreatorRank: XXXXXXX [#](/creator/twitter::1148243369786822658/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1148243369786822658/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1148243369786822658/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [exchanges](/list/exchanges)  XXXX% [events](/list/events)  XXX%

**Social topic influence**
[$goog](/topic/$goog) #37, [meta](/topic/meta) #5274, [$meta](/topic/$meta) #114, [ai](/topic/ai) 16.87%, [$amzn](/topic/$amzn) #214, [$googl](/topic/$googl) #1940, [amzn](/topic/amzn) #700, [$aapl](/topic/$aapl) #105, [$msft](/topic/$msft) #118, [$nvda](/topic/$nvda) #988

**Top accounts mentioned or mentioned by**
[@cnbcfastmoney](/creator/undefined) [@bimboresearch](/creator/undefined) [@munstergene](/creator/undefined) [@tryainvest](/creator/undefined) [@stockstormx](/creator/undefined) [@deepwatermgmts](/creator/undefined) [@tyler929394](/creator/undefined) [@deenobrown123](/creator/undefined) [@nchap222](/creator/undefined) [@abhinavuppal_](/creator/undefined) [@onlytruthtb](/creator/undefined) [@blahblah123456g](/creator/undefined) [@heinzyketchupy](/creator/undefined) [@ctinv50](/creator/undefined) [@tim677183515439](/creator/undefined) [@sebastinpatron3](/creator/undefined) [@corleonecapital](/creator/undefined) [@ivanoreskovic4](/creator/undefined) [@darryl_alvares1](/creator/undefined) [@laserai](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Nokia Corporation (NOK)](/topic/$nok)
### Top Social Posts [#](/creator/twitter::1148243369786822658/posts)
---
Top posts by engagements in the last XX hours

"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](https://x.com/munster_gene/status/1983629585590714750) [@munster_gene](/creator/x/munster_gene) 2025-10-29T20:18Z 91.7K followers, 262.3K 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](https://x.com/munster_gene/status/1983236334090076325) [@munster_gene](/creator/x/munster_gene) 2025-10-28T18:16Z 91.7K followers, 103.8K 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](https://x.com/munster_gene/status/1983655758710632736) [@munster_gene](/creator/x/munster_gene) 2025-10-29T22:02Z 91.7K followers, 15K 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](https://x.com/munster_gene/status/1983660248402374798) [@munster_gene](/creator/x/munster_gene) 2025-10-29T22:20Z 91.7K followers, 28.8K 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](https://x.com/munster_gene/status/1983993094245650513) [@munster_gene](/creator/x/munster_gene) 2025-10-30T20:23Z 91.7K followers, 18.2K 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](https://x.com/munster_gene/status/1984004945759367660) [@munster_gene](/creator/x/munster_gene) 2025-10-30T21:10Z 91.7K followers, 9761 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](https://x.com/munster_gene/status/1983210926175096907) [@munster_gene](/creator/x/munster_gene) 2025-10-28T16:35Z 91.7K followers, 15.2K engagements


"$NVDA is likely going higher. Jensen says: Seeing extraordinary growth in GB and now have visibility into $500B in cumulative Blackwell and early ramps of Rubin revenue through the end of CY26 business on the books. Have already shipped 6m Blackwell's in the first XXX quarters of production"  
[X Link](https://x.com/munster_gene/status/1983227929770246369) [@munster_gene](/creator/x/munster_gene) 2025-10-28T17:42Z 91.7K followers, 34.1K 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](https://x.com/munster_gene/status/1984015940145827862) [@munster_gene](/creator/x/munster_gene) 2025-10-30T21:53Z 91.7K followers, 8280 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 91.7K followers, 25K 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 91.7K followers, 12.1K 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 91.7K followers, 98.8K 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 91.7K followers, 9384 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](https://x.com/munster_gene/status/1981099421443174831) [@munster_gene](/creator/x/munster_gene) 2025-10-22T20:44Z 91.7K 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](https://x.com/munster_gene/status/1981117802359746626) [@munster_gene](/creator/x/munster_gene) 2025-10-22T21:57Z 91.7K 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](https://x.com/munster_gene/status/1981119905979388316) [@munster_gene](/creator/x/munster_gene) 2025-10-22T22:06Z 91.7K followers, 32.9K 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 91.7K followers, 16.2K 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 91.7K followers, 12.2K engagements


"Heres the five things to watch in Mag X earnings on Wednesday and Thursday. $AAPL $GOOG $AMZN $MSFT $META $NVDA"  
[X Link](https://x.com/munster_gene/status/1983148420576751740) [@munster_gene](/creator/x/munster_gene) 2025-10-28T12:26Z 91.7K followers, 13.6K engagements


"Weve been tracking AI Overview ad load and its going up. Good news for $GOOG Search revenue"  
[X Link](https://x.com/munster_gene/status/1983258950905569437) [@munster_gene](/creator/x/munster_gene) 2025-10-28T19:45Z 91.7K followers, 67.8K 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](https://x.com/munster_gene/status/1983645186573148517) [@munster_gene](/creator/x/munster_gene) 2025-10-29T21:20Z 91.7K followers, 11.4K 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](https://x.com/munster_gene/status/1983672354921492989) [@munster_gene](/creator/x/munster_gene) 2025-10-29T23:08Z 91.7K followers, 22.6K 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](https://x.com/munster_gene/status/1983683198916948359) [@munster_gene](/creator/x/munster_gene) 2025-10-29T23:51Z 91.7K followers, 24.2K 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](https://x.com/munster_gene/status/1983928655819522410) [@munster_gene](/creator/x/munster_gene) 2025-10-30T16:07Z 91.7K followers, 10.3K 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](https://x.com/munster_gene/status/1983931993181036604) [@munster_gene](/creator/x/munster_gene) 2025-10-30T16:20Z 91.7K followers, 12.2K engagements


"$AAPL details are out. Looks like most of the incremental $100B will be spent with components built in the US through Apple partners like Corning Coherent GlobalWafers Applied Materials TI Samsung GlobalFoundries Amkor and Broadcom. Doesn't look like they will be assembling phones in the US. This is good news for margins and means price increases because of this announcement are unlikely"  
[X Link](https://x.com/munster_gene/status/1953197400123662402) [@munster_gene](/creator/x/munster_gene) 2025-08-06T20:52Z 91.7K followers, 30.5K 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](https://x.com/munster_gene/status/1983253261969743953) [@munster_gene](/creator/x/munster_gene) 2025-10-28T19:23Z 91.7K followers, 89.7K engagements


"$GOOG Search was up XXXX% vs. XXXX% in June"  
[X Link](https://x.com/munster_gene/status/1983626986426921103) [@munster_gene](/creator/x/munster_gene) 2025-10-29T20:08Z 91.7K followers, 25.2K 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](https://x.com/munster_gene/status/1983634175896027595) [@munster_gene](/creator/x/munster_gene) 2025-10-29T20:36Z 91.7K followers, 75K 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](https://x.com/munster_gene/status/1983636172619575609) [@munster_gene](/creator/x/munster_gene) 2025-10-29T20:44Z 91.7K followers, 24.3K 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](https://x.com/munster_gene/status/1983644049861968357) [@munster_gene](/creator/x/munster_gene) 2025-10-29T21:16Z 91.7K followers, 18.8K engagements


"$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](https://x.com/munster_gene/status/1983656468529225880) [@munster_gene](/creator/x/munster_gene) 2025-10-29T22:05Z 91.7K followers, 13.1K 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](https://x.com/munster_gene/status/1983656817545900084) [@munster_gene](/creator/x/munster_gene) 2025-10-29T22:06Z 91.7K followers, 22.9K 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](https://x.com/munster_gene/status/1983662937181966699) [@munster_gene](/creator/x/munster_gene) 2025-10-29T22:31Z 91.7K followers, 15.7K 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](https://x.com/munster_gene/status/1983680839084102069) [@munster_gene](/creator/x/munster_gene) 2025-10-29T23:42Z 91.7K followers, 28.1K 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](https://x.com/munster_gene/status/1983681993834647649) [@munster_gene](/creator/x/munster_gene) 2025-10-29T23:46Z 91.7K followers, 16K 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](https://x.com/munster_gene/status/1981796217953956273) [@munster_gene](/creator/x/munster_gene) 2025-10-24T18:53Z 91.7K followers, 29.9K 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](https://x.com/munster_gene/status/1983269389702218014) [@munster_gene](/creator/x/munster_gene) 2025-10-28T20:27Z 91.7K followers, 80.1K 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](https://x.com/munster_gene/status/1983526617566560710) [@munster_gene](/creator/x/munster_gene) 2025-10-29T13:29Z 91.7K followers, 21.8K engagements


"$GOOG Search up 14.5%. Whisper was up 13%. Google is navigating the generative AI transition like a champ"  
[X Link](https://x.com/munster_gene/status/1983626351681863929) [@munster_gene](/creator/x/munster_gene) 2025-10-29T20:05Z 91.7K followers, 292K 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](https://x.com/munster_gene/status/1983631314541785269) [@munster_gene](/creator/x/munster_gene) 2025-10-29T20:25Z 91.7K followers, 55.4K engagements


"Good news for $NVDA. Street is looking for $META to increase capex next year by 40%. My guess is it will be up 60%. They will give more detailed guide for next year in three months. All they said was it would be will be "an aggressive and significant" increase"  
[X Link](https://x.com/munster_gene/status/1983642235523756395) [@munster_gene](/creator/x/munster_gene) 2025-10-29T21:08Z 91.7K followers, 16.7K 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](https://x.com/munster_gene/status/1983648645233693147) [@munster_gene](/creator/x/munster_gene) 2025-10-29T21:34Z 91.7K followers, 467K 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](https://x.com/munster_gene/status/1983676619236471090) [@munster_gene](/creator/x/munster_gene) 2025-10-29T23:25Z 91.7K followers, 145K engagements


"$AMZN is straight forward tonight. It's of course about AWS. Whisper is XXXX% growth"  
[X Link](https://x.com/munster_gene/status/1983933125257207904) [@munster_gene](/creator/x/munster_gene) 2025-10-30T16:24Z 91.7K followers, 72.8K 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](https://x.com/munster_gene/status/1983988843490767359) [@munster_gene](/creator/x/munster_gene) 2025-10-30T20:06Z 91.7K followers, 18.4K 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](https://x.com/munster_gene/status/1983989409205907697) [@munster_gene](/creator/x/munster_gene) 2025-10-30T20:08Z 91.7K followers, 24.6K 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](https://x.com/munster_gene/status/1983990318224576662) [@munster_gene](/creator/x/munster_gene) 2025-10-30T20:12Z 91.7K followers, 18.4K 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](https://x.com/munster_gene/status/1983996287864455496) [@munster_gene](/creator/x/munster_gene) 2025-10-30T20:35Z 91.7K followers, 20.5K 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](https://x.com/munster_gene/status/1984005216430436569) [@munster_gene](/creator/x/munster_gene) 2025-10-30T21:11Z 91.7K followers, 13.8K engagements


"More good news for $NVDA. $AMZN Capex of guide was $125B in 2025 Street was looking for $118B X% increase"  
[X Link](https://x.com/munster_gene/status/1984012781570682891) [@munster_gene](/creator/x/munster_gene) 2025-10-30T21:41Z 91.7K followers, 22.1K 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](https://x.com/munster_gene/status/1984013456501006695) [@munster_gene](/creator/x/munster_gene) 2025-10-30T21:44Z 91.7K followers, 14.2K 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](https://x.com/munster_gene/status/1984015291563774045) [@munster_gene](/creator/x/munster_gene) 2025-10-30T21:51Z 91.7K followers, 8338 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](https://x.com/munster_gene/status/1984016560248209695) [@munster_gene](/creator/x/munster_gene) 2025-10-30T21:56Z 91.7K followers, 14.4K engagements


"All signs point to a strong finish to the year for $AAPL"  
[X Link](https://x.com/munster_gene/status/1984027770289287371) [@munster_gene](/creator/x/munster_gene) 2025-10-30T22:40Z 91.7K followers, 11.6K engagements


"Below the headlines the $AMZN investment story is about automation & AWS improving margins"  
[X Link](https://x.com/munster_gene/status/1984030004431528034) [@munster_gene](/creator/x/munster_gene) 2025-10-30T22:49Z 91.7K followers, 12.7K engagements


"Even though $NVDA reports in three weeks they still take home the biggest winner prize from big tech earnings week"  
[X Link](https://x.com/munster_gene/status/1984617633648435221) [@munster_gene](/creator/x/munster_gene) 2025-11-01T13:44Z 91.7K followers, 31.9K engagements