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Gene Munster

Managing Partner, Deepwater Asset Management

Search every verified Gene Munster interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Gene Munster, managing partner at Deepwater Asset Management, has appeared in multiple financial media outlets over the past two months, offering commentary on major technology companies. On October 21, 2026, he discussed a potential Tesla-SpaceX merger on CNBC's "Fast Money," noting that the probability of the two companies combining had "inched up" after Elon Musk mentioned the idea twice on an earnings call. Munster also commented on Tesla's projected capital expenditures, saying investors viewed the increased spending as justified. In September and August, Munster made several appearances regarding Apple, including comments on the newly introduced iPhone Duo foldable device, which he estimated could eventually represent 10% of iPhone sales, and on new CEO John Ternus, whom Munster said faces employee retention as his primary challenge, citing reports that OpenAI had poached roughly 400 Apple employees. Munster also discussed Nvidia, expressing expectation of 90% revenue growth in calendar year 2027, attributed to customer demand for inference capacity. On AI-related topics, Munster has commented on federal government meetings with AI executives, stating that the "safety topic has still not been solved," while describing the administration's stance as effectively giving the industry a green light to proceed. He has also discussed Meta's agentic AI product Muse, which he described as marking a shift from algorithm-based engagement to a more advanced "professional level" of AI capability. Munster has repeatedly emphasized the potential of personalized AI agents, noting in several segments that daily usage remains under 1% of the U.S. population and predicting these tools represent the "next wave" of technology.

Recent appearances

  • Deepwater's Gene Munster weighs in on a possible SpaceX and Tesla merger

    October 21, 2026 · 📺 CNBC Television

    Gene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Elon Musk's comments on talks around a Tesla-SpaceX merger. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the…

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  • AI 'safety topic has still not been solved,' says Deepwater's Gene Munster

    September 29, 2026 · 📺 CNBC Television

    Gene Munster, Deepwater Asset Management, joins 'Fast Money' to talk today's meeting between the Trump administration and top AI executives.

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  • Gene Munster: $META Muse Signals The End Of "The Algorithm"

    September 11, 2026 · 📺 RiskReversal Media

    Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, for a deep dive into Apple's foldable iPhone Duo launch and what it means for AAPL — plus a broader tour through the week's biggest tech and AI stories: Meta's new agentic AI product Muse, Google's Gemini momentum, Tesla's Cyber Cab and what it means for Uber, and the AI safety debate sparked by a departing Anthropic researcher's warning. Timecodes 0:00 - Intro 2:15 - iPhone Duo 11:20 - Meta & AI Agents 17:45 - Google's AI Progress 21:50 - Uber & Atoms 25:45 - AI Doomsday — FOLLOW US Instagram:   / riskreve…

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  • Foldable Duo Will Make Up 10% of All Apple iPhone Sales, Munster Says

    September 10, 2026 · 📺 Bloomberg Television

    Deepwater Asset Management Managing Partner and co-founder Gene Munster says Apple's foldable iPhone Duo will eventually make up 10% of all iPhone sales. He says the higher price point won't keep customers away. He speaks on "Bloomberg Surveillance." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg…

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  • Reversing 'brain drain' should be top priority for new Apple CEO Ternus, says Deepwater's Munster

    September 01, 2026 · 📺 CNBC Television

    Gene Munster, Deepwater Asset Management managing partner, joins 'Fast Money' to talk what he expects to see and what Apple needs to work on under its new leadership.

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  • Munster Expects Nvidia Revenue to Grow by 90% in 2027

    August 28, 2026 · 📺 Bloomberg Television

    Gene Munster, Deepwater Asset Management managing partner, says what's been happening with Nvidia is "breathtaking." He expects revenue to grow by 90% for the calendar year 2027. He speaks on "Bloomberg Surveillance." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergt…

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  • Expect a strong next 12 months from Apple, says Deepwater's Gene Munster

    August 10, 2026 · 📺 CNBC Television

    Gene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss Apple's quarterly earnings results, company stock performance, impact of soaring memory costs, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in…

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  • Combining Tesla and SpaceX Makes 'A Ton of Sense' Says Munster

    July 31, 2026 · 📺 Bloomberg Podcasts

    Tesla Inc. is weighing a potential separation of its China business to pave the way for a possible merger with SpaceX, according to the Wall Street Journal. Separating Tesla's China operations would be a complex undertaking due to the auto factory's deep embedding in China's electric vehicle supply chain and its role in supplying vehicles to markets worldwide. Gene Munster, Managing Partner at Deepwater Asset Management, joins Bloomberg Intelligence to discuss Tesla as well as to break down Apple's earnings. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday…

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  • We’re Only in the Third Inning of AI—But Gene Munster Would Still Sell Microsoft

    July 27, 2026 · 📺 TheStreet and Deepwater Asset Management

    Download the FREE Upside App here https://yt.link/1ci8I9M and use code TheStreet to get an extra 25 cents back per gallon on your first tank of gas! Thank you Upside for sponsoring this video! Big Tech names like Microsoft, Meta, Apple and Amazon report this week, and Gene Munster breaks down the one earnings signal that could determine whether the AI trade accelerates or stalls — plus why he still believes we’re only in the third inning of AI and how retail investors should position now. Subscribe | http://t.st/TheStreetTV Earn. Live. Invest. | https://www.thestreet.com/ TheStreet Pro | htt…

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  • Deepwater's Gene Munster on why Tesla is seeing strong demand

    July 02, 2026 · 📺 CNBC Television

    Gene Munster of Deepwater Asset Management discusses demand for Tesla's vehicles and how the company's stock is reacting.

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  • Gene Munster Believes It's Different This Time

    June 26, 2026 · 📺 RiskReversal Media

    Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. LEARN MORE: https://apexfintechsolutions.com/?utm... SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan and Guy Adami are joined by Gene Munster, Managing…

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  • Micron's Growth Rate Is Remarkable, Munster Says

    June 24, 2026 · 📺 Bloomberg Television

    Deepwater Asset Management Managing Partner Gene Munster breaks down Micron earnings on "Bloomberg The Close." He says hyperscalers will grow faster for longer than investors expected. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelev…

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Verified interview transcripts

Notable quotes

“The existing uh I'll try a sports metaphor. It's like a a junior varsity what what what they're doing right now with across all their products is mostly historically algorithmic based and that's kind of like a junior varsity strength. What they're coming out with uh is more like professional level. It's not like Pro Bowl kind of thing. It's not the best of the best of the best, but this is like just a remarkable diff”

“What I saw was a market that's a niche market today, probably a couple percent of overall smartphones are foldable phones. They've been around for 5 years. Samsung, Google are the two players. What I saw was a foldable device that I think that people who are thinking about that category would be open to. And before the event, I thought it was going to be a me-too type of a foldable, that there's no real reason to be ”

“Well, this one has been it's a it's a dynamic topic. I pause because there's a lot of forces that we think about here. Brain drain is critical. I mean, this is something that we can't just look past the headlines. If you look at Google, we've had, by my measure, about six major departures over the last three months. And it's easy when you look at the impressive numbers in June and look at what search was, and look at”

“I'm feeling good about it for two reasons. Number one, I think that the guidance that they gave for the September quarter, which recall was revenue growth of 9 to 11%, the street was at 12%, triggered a 9% sell off in the stock. I think that guidance really was much better than what people what the initial numbers looked at. Just to put some quick context on that, they obviously had the FX headwind, which is plus 2.5”

“Well, I think it's 90%, it might take a year or two. And I talked about that lock up with SpaceX. I think the shares rally once we get very close or once the lockup happens and that's going to be starting in the next 3 months. And so, I think you can see that revision. I think it's probably best just to own SpaceX in this case. But yes, I think that the probability has increased. I think it's this has been a pretty w”

“The simple answer is yes. I think that if you had to sell one, it would be Microsoft. And just to put some context on that, typically when you're believers in a theme like an AI theme and you have a company like Microsoft who has a lot going on in AI, when you see the pullback that we've seen this year, that's usually a buying opportunity. That's viewed as a buying opportunity. I believe that the stock will have kind”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →