Apple's AI features will create groundswell of demand, says Deepwater's Gene Munster

Поделиться
HTML-код
  • Опубликовано: 3 окт 2024

Комментарии • 38

  • @TaniaLato-ky4wo
    @TaniaLato-ky4wo 3 месяца назад +114

    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.

    • @Janise-pg8yr
      @Janise-pg8yr 3 месяца назад

      Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

    • @Janise-pg8yr
      @Janise-pg8yr 3 месяца назад

      My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @fullstackcrackerjack
      @fullstackcrackerjack 3 месяца назад

      @@Janise-pg8yrscam

    • @illegalsmirf
      @illegalsmirf 3 месяца назад

      Stonks only go up BTFD

  • @KarenDuncan-o5s
    @KarenDuncan-o5s 2 месяца назад +62

    Bullish or bearish, AI stocks will still dominate 2024, even beyond. Why I prefer NVIDIA is that they are better placed to maintain long-term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

    • @RhondaArmstrong-y4d
      @RhondaArmstrong-y4d 2 месяца назад

      I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or seek advice from certified market strategists.

    • @JuneTalley
      @JuneTalley 2 месяца назад

      @@RhondaArmstrong-y4d No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit a 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.

    • @KarenDuncan-o5s
      @KarenDuncan-o5s 2 месяца назад

      @@JuneTalley Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

    • @JuneTalley
      @JuneTalley 2 месяца назад

      @@KarenDuncan-o5s Victoria Carmen Santaella is who I work with and she is a hot topic even among financial elitists. Just browse, you’ll find her, thank me later.

    • @KarenDuncan-o5s
      @KarenDuncan-o5s 2 месяца назад

      @@JuneTalley I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get.

  • @larrylaffer4304
    @larrylaffer4304 3 месяца назад +1

    The fact is that Apple is growing nicely!
    🌳🌳🌳🌳🌳🌳

  • @Zeb_Fields
    @Zeb_Fields 3 месяца назад +1

    I always enjoy Gene's opinion on AAPL

  • @william53
    @william53 3 месяца назад +2

    Thank you Gene! I appreciate your commentary!

  • @H3H3official
    @H3H3official 3 месяца назад +2

    Cameras on AirPods? This is HUGE!!!

  • @mingdianli7802
    @mingdianli7802 3 месяца назад +1

    2:10 40% to 50% Yoy growth?

  • @jamesbowman1767
    @jamesbowman1767 2 месяца назад

    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.

  • @illegalsmirf
    @illegalsmirf 3 месяца назад +2

    When was the Jean Monster right about anything?

  • @LightofBankai
    @LightofBankai 3 месяца назад

    The end of smart phone and the birth of AI phones.

  • @salukitrader
    @salukitrader 3 месяца назад

    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.

  • @peter238
    @peter238 3 месяца назад

    The guy was hyping the Apple car for many years.

  • @LuisHerrera-m6l4c
    @LuisHerrera-m6l4c 3 месяца назад

    I'm retail and I don't want upgrade Wrong

  • @jakejoyride
    @jakejoyride 3 месяца назад

    Microsoft already have their Ai in widows. Google have Ai in Android. APPL is not innovative

  • @Viv8ldi
    @Viv8ldi 2 месяца назад

    Huawei is the biggest trash u can buy

  • @weho_brian
    @weho_brian 3 месяца назад +1

    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

  • @LeeWoods
    @LeeWoods 3 месяца назад +1

    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.

    • @bruxi78230
      @bruxi78230 3 месяца назад +2

      Google sells tiny numbers of Pixel devices (even if they are well received) of around 6 to 8 million per year. Apple sells 225 million phones and is number 1 in revenue for iPads (tablets), and Mac (laptops/desktops) categories. Just as Google needs to enter in a search agreement with Apple, they will also need to distribute Gemini via Apple for it to be profitable.
      Gene already told you the likely LLM partner in China which is Baidu. Just a question of coming to an agreement for distribution via Apple which will be very favorable for Baidu. This applies to Mandarin and Cantonese language customers.

  • @ryandm8740
    @ryandm8740 3 месяца назад

    Gene needs some botox on his forehead!

  • @rkedia99
    @rkedia99 3 месяца назад

    Pump and dump. Buffet reducing holdings. Golden age of Apple is past