Gene MunsterDemand for Tesla Cars Is Rapidly AcceleratingTesla delivered 180,570 vehicles (up 61% y/y) and produced 179,757 vehicles (up 71%) in the most recent December quarter. These numbers were ahead of analyst consensus at 173k deliveries and in line with recently raised investor expectations. The company fell…Read more Tesla
Gene MunsterPredicting Apple Will Three-peat as Top FAANG StockFor the past two years, 2019 and 2020, we’ve correctly predicted Apple would be the top performing FAANG stock. Here are the results from 2020: Predicting a three-peat We’ve recently made the prediction that Apple will once again be the…Read more Apple
Gene MunsterLoup’s 2021 Tech PredictionsOver the last few years, we’ve made a dangerous habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2021: 1. Apple will be the top-performing FAANG stock in 2021. This is the third consecutive…Read more Amazon, Apple, Future, Google, Meta, Tesla
Gene MunsterPredicting AAPL as Top-Performing FAANG in 2021Loup’s 2021 predictions are in. Our headline prediction is that Apple will be the top-performing FAANG stock in 2021. This is founded on the four factors below. Putting it together, we believe shares of AAPL will approach $200 (46% upside…Read more Apple
Gene MunsterTesla’s First Real Competitor: Apple Car?Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…Read more Apple, Tesla
Gene Munster, Andrew MurphyApple Car Is on the RoadmapReuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…Read more Apple, Tesla
Gene MunsterTesla’s Software Advantage Is Clear & ProfitableIt’s hard to imagine manufacturing cars will someday have the same margins as a hardware-software tech company today. It’s equally hard to imagine how much cars will change in the next decade, from 97% gas-powered and human-directed today, to eventually…Read more Autonomous Vehicles, Tesla
Gene MunsterAirPods Max and Fitness+ Strengthen Apple’s EcosystemApple rounded out an improbably strong year of product releases with the announcement of AirPods Max and Apple Fitness+ availability. While individually these products won’t move the needle, they collectively strengthen the fabric of the company’s hardware, software, and services…Read more Apple
Gene MunsterApple Inching Toward a 360° BundleApple has a history of perfecting a playbook and then reapplying it to new parts of its business. Similar to the iPhone upgrade program, we believe, over time, Apple’s delightful hardware trade-in experience for Mac, iPad, and Watch will evolve…Read more Apple
Gene MunsterTesla’s Philosophy Doesn’t Align With a Traditional Auto AcquisitionWhen asked in a recent interview with Germany-based Axel Springer Media about a possible merger with a traditional car company, Elon Musk said, “I suppose if there was a friendly one, if somebody said, ‘Hey, we think it would be…Read more Tesla
