Gene Munster

speaker

37 appearances 12 recordings 1 series first heard Jan 2026 last heard 29 Aug

Gene Munster’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 8.

Appearances

newest first · ▶ plays the moment

Bloomberg News Now · US-Venezuela Oil Deal, Russian Strikes Kill Dozens in Kyiv, More · 29 Aug 2026 podcast

From uh you know, the demand side it's just the speed of their chips that ultimately is what is driving all this and that's what's allowing them to have this incredible pricing uh leverage. matched

Kind of next year probably twenty, thirty percent potential pricing increase on some of their products. matched

Uh they basically have the best stuff in town. matched

Bloomberg News Now · US-Venezuela Oil Deal, Russian Strikes Kill Dozens in Kyiv, More · 29 Aug 2026 podcast

From uh you know, the demand side it's just the speed of their chips that ultimately is what is driving all this and that's what's allowing them to have this incredible pricing uh leverage.

Kind of next year probably twenty, thirty percent potential pricing increase on some of their products.

Uh they basically have the best stuff in town.

Bloomberg News Now · Warsh Speech Anticipation, Nepal Recovery Could Cost $5B, More · 28 Aug 2026 podcast

When I was growing up up on the shores of Lake Erie.

Used to be an acronym, H O M E stands for beginning letter of each of the Great Lakes.

With his changes, it

I expect that next year Calendar twenty seven will probably grow at ninety percent.

Uh that means that the growth rate in Calendar twenty seven will be about the same as it is in Calendar twenty six, ninety percent.

Bloomberg News Now · Senate Rejects Iran War Resolution, Oil Erases Gains, More · 25 Jun 2026 podcast

The street is starting to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus. voice-verified

And what that means is that these companies are going to continue to grow faster for longer than most investors expect. voice-verified

And despite all this skittishness within the market, this is just an over, just a resounding endorsement that we are, in fact, earlier than most believe in the buildup. voice-verified

Bloomberg News Now · Trump Squabbles With GOP Senators, Micron Earnings Soar, More · 25 Jun 2026 podcast

The street is going to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus. voice-verified

And what that means is that these companies are going to continue to grow faster for longer than most investors expect. voice-verified

And despite all this skittishness within the market, this is just an over, just a resounding endorsement that we are, in fact, earlier than most believe in the buildup. voice-verified

Bloomberg News Now · June 24, 2026: Trump-GOP Senate Tension, Micron Strong Forecast, More · 25 Jun 2026 podcast

the street is going to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus. voice-verified

And what that means is that these companies are going to continue to grow faster for longer than most investors expect. voice-verified

And despite all this skittishness within the market, this is just an over, just a resounding endorsement that we are, in fact, earlier than most believe in the buildup. voice-verified

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