Gene Munster
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Appearances Over Time
Podcast Appearances
The street is starting to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus.
And what that means is that these companies are going to continue to grow faster for longer than most investors expect.
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.
The street is going to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus.
And what that means is that these companies are going to continue to grow faster for longer than most investors expect.
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.
the street is going to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus.
And what that means is that these companies are going to continue to grow faster for longer than most investors expect.
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.
the street is going to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus.
And what that means is that these companies are going to continue to grow faster for longer than most investors expect.
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.
the street is going to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus.
And what that means is that these companies are going to continue to grow faster for longer than most investors expect.
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.
the street is going to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus.
And what that means is that these companies are going to continue to grow faster for longer than most investors expect.
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.
the street is going to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus.
And what that means is that these companies are going to continue to grow faster for longer than most investors expect.