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 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 8.
Appearances
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.
Customers are just loving the products.
And this conversation about AI having a negative impact, there really is nothing going on on the hardware side to get people to change their behavior.
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