Apple is on board with AI, 'not just hype there's substance around it': Deepwater's Gene Munster
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- Опубліковано 16 тра 2024
- Gene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Apple quarterly results and what to expect from the company moving forward.
As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?
The stock market can appear as a bewildering cauldron of fake news for new investors. I would advise using a CFP, giving him/her 2/3, and then investing the 1/3 on your own, but only if you have time to track stocks and educate yourself.
@JackHawthorne-pp2vd Please who is guiding you and how?
@JackHawthorne-pp2vd I feel thrilled about this, curiously inputted Victoria Carmen Santaella on the web, and spotted her consulting page ranked top. I've seen commentaries about advisors but not one looks this phenomenal.
My investments in stocks and crypto are not meeting my expectations. Any last minute tips to improve my situation and make more $$$? I really need some urgent advice
Keeping up with news sources like CNBC could help out
Just buy when prices are low and sell when prices rise
No luck on my side yet, just a sideways trend and a bear market crushing my portfolio. Need a bull run ASAP.
Buy more and hold onto it for the long term. Solana and Radium seem good, and Dogecoin is worth considering too.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
JoyceAlbert has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets.
Dan Nathan is always hyperventilating in a negative way against the best US Corporation……I have watched the show for over 8 years and all Mr. Nathan do is to be always negative…..Unbelievable!!! Blessed
It's because of his huge oversized nose. He always smells sh!t.
He is full of it, he has been negative on apple for a while and seems to be wrong most time, now that apple is up again he is trying to justify afterward why it should not be. By the way, same as Guy Adami, he is more times wrong than right. He follow what other says and pointing out obvious technical analysis on the chart. You and I can do it too and get paid. Talking heads.
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9⁹@@allanc9472
@@allanc9472 Agreed! Dan is 90% of the time soooo negative, even when things are going so great for a company. Just a whiner and complainer.
I hear all the points about stock buybacks being a desperate move… but… is it possible that Apple simply sees the shares as discounted based on where they see the stock going in the future?
I like the stock.
$165 was a gift👍 $200 by Labor Day💰
Agentic AI? Total hype!
110B for a 2.6 T is not a not. But that is close to it yearly earnings😅😅😅. It is hard to move such a big company.
People buy Apple for their cash reserve. We need growth. At this price, Microsoft is a better buy.
They’re planning on spending 80% of their cash reserve on stock buybacks with declining revenue. So is it still a buy for its “cash reserve”? Doesn’t seem like it. And yes, I agree with you, MSFT and GOOGL are better buys at this point.
wtf xD
@@LaSombraa Nowhere near 80% of their cash reserves. Do some research and figure out how much they actually have in cash on hand.
Good news for $TSM Taiwan semi!
If it were the end of the world I would want Gene Munster to explain to me what's going on
Market reacting like apple blowing through cash for stock is the best thing ever, while the company itself is floundering, it's pulled out of electric vehicles and they have no future product lined up...
Congrats to those who hold Apple, no hate. To me, none of these are good signs though.
A.I.phone is the future
The numbers continue to disappoint and CNBC ignores them. In the long run, they will be seen as dead money.
I like Apple
Buffet reduced his shares in Apple recently ...hmmmm.
apple decided to do a stock buyback (that dwarfs their R&D) when there's already opensource LLMs that can already outperform siri. oh, and ask all the applevision users whether the device is actually a daily driver or whether it's gathering dust.
at some point the hand-waving, hype, & slow-rolling has to actually make sense. otherwise the ticker is just a meme.
Gene Munster appears to be a permeabull for Apple. So he’s been right a long time. I wouldn’t, however, expect him to say anything too far beyond Tim Cook’s prepared statements, which is too bad.
Since Apple revenues declined -4.3%NSAQQ, a reasonable benchmark might be to see if it can put a plus instead of a minus sign in front of that. And return to an old trendline of growth. To do that, it’s gonna have to come out with a new, innovative and beautiful piece of hardware. Full Disclosure: I sold about 40% of my position, but am still long.
📰
Google and Apple falling behind in innovation. Microsoft is doing much better.
AAPL is in deep doodoo. Stock buybacks are temporary boost to stock but it doesnt really matter in the long run to overall growth of a company. Tim Cook needs to go acquisitive mode fast - eg acquire an established AI LLM startup like Anthropic etc to grab the talent and existing tech and improve Siri big time. He can tie it the AI capabilities to the Ecommerce and search engine piece and go up stack into Google, Amazon and Meta territory. As for Robotics, same thing - he needs to acquire Robot startups and embrace the NVidia GROOT libraries to build truly intelligent robots. And lastly but not least, at least get to a foldable IPhone in the short to medium term as they are behind the innovation curve on mobile phones compared to SamSung and even Huawei to a lesser extent.
Utter nonsense.
They already bought 36 AI Companies. More than any other company.
Just be patient and wait what they come up with.
Your research is lacking a lot of info 😂 But hey we all can buy or sell what stocks we want. Good luck
@@Mr.Eeeeeeeee AAPL is in trouble due to lack of innovation and that's the reality.
@@GlobalMan-nr3hq Yeah real trouble. Is that why Buffet still owns 7% of the company? Let me guess you are smarter and know more about investing.
100bln for share buyback but not AI spend? Hell you can buy Peloton and Rivian and still have 90bln left over
Its kind of to late.....had Apple poured there money into advanced Ai they would have been in a better position. Instead they poured alot of money into failed vr goggles that many ppl are not into.
aiPhone...;-)
🤣
Use the buyback monies to buy an AI firm rather than build from scratch?
They already bought 36 AI Companies.
Some people late to the game😂
Gene only comes on air when the stock is up
Starts praising that stock
you come before earnings and be right
That day I’ll believe in you
He is an analyst not a psychic.
Declining sales nobody cares because they said ai and buybacks
A disposable phone and buying back stocks. Times are over. The Tesla of phones. Samsung batter buy.
May Allah bless you all, Welcome everyone please can you explain more to me honestly I really want to know more about this platform hope is helpful.
Ai is the biggest joke ever. Literally just an iterative enhancement to technology is labeled as “Ai.” The entire birth of the Ai hysteria occurred in late 2022/early 2023 with WEF. Tech stocks were on the ropes so they needed a new catch to get people invested again. In comes Ai. I heard Brinn Talkington talk up the “efficiencies” companies are seeing due to Ai. Totally laughable. She brought up coding and how Ai was helping users finish writing code. Apparently she never knew autocomplete has existed for many years and these assist tools aren’t Ai. 😂
Video game AI’s that have existed for decades are far more impressive than these Chatbots people mistake as “Ai.”
Negative Dan. Is such a negative force to investors!
The fast money guys keep getting it wrong on Apple all these years and have learned nothing.
And Android phone have already ai - and in case of apple you have to wait year and buy a new phone
Zero substance around AI. "Growth" stock has to increase buybacks and dividends to pump its stock price. Clear market manipulation
Ugh. Take a basic finance class or listen to someone who’s even remotely smart about the subject before embarrassing yourself with this nonsense.
Read a book.
You are correct. Ignore the fanboys.
@@cameron9643We get it, you own Apple shares.
Jean Monster, what a tool!
great man and your mom loves him
Big problem. Apple is rotting and the core is mushy. Tell the truth!
Apple divided 😂 laughable
your mom loves that dividend
!!my outlook on money changed when I realized someone making $300,000 can retire broke & someone making $80,000 can retire a multi-millionaire. With the current market movement, you have $100,000 to invest. Where are you investing it?
I'm favoured financially, Thank you Jesus $32,000 weekly profit regardless of how bad it gets on the economy.
Please how do I go about it, am still a newbie on investment trading and how can I make profit?
She's a licensed broker here in the states
YES!!! That's exactly her name (Elizabeth Michael ) so many people have recommended highly about her and am just starting with her 😊 from Brisbane Australia🇦🇺
I'm surprised that this name is being mentioned here, I stumbled upon one of his clients testimony on CNBC news last week.
Most overpriced stock of the big Techs. There is zero reason to buy this stock if you want to make money long or short term
Much better deals out there
Apple is behind the curve on innovation. Overhyped and overpriced products.
Apple is over glorified smartphone
If it makes money, whats the matter with being glorified
@@WanderlusttheWorld Apple should be changing the world making humanoid robots advance AI persona trained on your own data etc.
👍 Thanks for the update! Despite the economic recession, I no longer depend on Government Grants since I acquire $86,400 weekly profits.
Great news! how did you get that?
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trading under proper guidance remains the best way to succeed in today's crypto market
It's all thanks to Ben Ravikant.
@@amirmaner
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garbage
Know body wants your lame ai