Gene Munster
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Appearances Over Time
Podcast Appearances
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.