Apple's AI features will create groundswell of demand, says Deepwater's Gene Munster
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Published 2024-07-01
All Comments (21)
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Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
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The fact is that Apple is growing nicely! 🌳🌳🌳🌳🌳🌳
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Thank you Gene! I appreciate your commentary!
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I always enjoy Gene's opinion on AAPL
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Your videos are like a breath of fresh air.
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2:10 40% to 50% Yoy growth?
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Cameras on AirPods? This is HUGE!!!
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When was the Jean Monster right about anything?
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I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Victoria Wiezorek.
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Let's assume that Munster is correct in his 15% (I calculated the high end of his range) increase to earnings forecast. Apple will then earn $7.08 per share for full year 2025. 7.08 x p/e of 22 = $155.75, $7.08 x p/e of p/e of 25 = $177, $7.08 x p/e of 28 = $198.24, $7.08 x p/e of 31 = $219.48, $7.08 x p/e of 34x = $240.72. You people are nuts! You currently have it trading at 32x forward expected earnings. See you at $177 by the end of the year.
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I'm retail and I don't want upgrade Wrong
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If it's helpful without being annoying or intrusive, then sure. But, if these new phones are as annoying as Siri or the wrong//paid for answers you get from Google, then we are in for a real disappointment.
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The guy was hyping the Apple car for many years.
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The end of smart phone and the birth of AI phones.
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i dont doubt that apple makes great products, I doubt that consumers will actually spend $1200-$1500 on a new phone for "AI" features when their current phones work just phone. This is not the same as laptop/desktop refresh cycle because there is clear incentive for businesses to improve their productivity
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I think the sentiment towards Apple is too heavy on CNBC. Everything Apple does is not mind blowing or revolutionary, there are other major players in the market that consumers really like. Google is making huge strides with Gemini Nano on the Pixel devices with many more coming in the Fall. Alphabet also provided the cloud infrastructure for the training of Apple Intelligence, that was a huge undertaking that Google could then streamline for their own product lines. Apple Intelligence will not be available in China or the EU as things stand today.
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Microsoft already have their Ai in widows. Google have Ai in Android. APPL is not innovative
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Heading straight towards mark of beast
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Camera on air pods is non sense…it’s shady to even think ! Big tech is peeking at you, your family all the time…even in bedrooms with cameras 😮😞
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Gene needs some botox on his forehead!