Gene MunsterApple Earnings: June Quarter Lays Groundwork for $1T and BeyondThe big picture: Apple’s June quarter results are evidence that the Apple story is moving away from a focus on the iPhone toward a more predictable Services-driven business that returns $25B in capital to investors each quarter. These results support our Apple…Read more Apple
Gene MunsterTesla Preview: Bumps Remain, but Trend Is PositiveTesla will report second quarter earnings on Wednesday, August 1st. We are expecting results to be a mixed bag, but remain optimistic regarding the Tesla story. June profitability and tariffs could weigh on shares. Most importantly, Model 3 demand remains healthy,…Read more Tesla
Gene MunsterApple Preview: Slowly Entering New Apple as a Service ParadigmWe believe an upcoming paradigm shift in investing in Apple will move shares meaningfully higher over the next two years. Apple reports Q3 results on Tuesday, July 31st. Here’s what we expect: iPhone units of 41.6M (+3% y/y), essentially in-line with the…Read more Apple
Gene MunsterGoogle Earnings: AI Starting to Move the NeedleShares of GOOGL are trading up ~3.5% after hours as the company is defying the law of large numbers, growing revenue by 26% y/y vs. 26% in Mar-18, 23% in FY17, and 20% in FY16. AI, for the first time,…Read more Artificial Intelligence, Google
Loup VenturesLaunching the Loup Frontier Tech IndexAt Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies.…Read more Artificial Intelligence, Augmented Reality, Autonomous Vehicles, News, Nvidia, Robotics, Tesla, Themes, Virtual Reality
Gene MunsterInvesting in Bumblebee SpacesWe’re investing in Bumblebee Spaces as a play on AI and robotics helping to solve the problem of escalating housing costs. The company has a modular ceiling system to address storage needs. Bumblebee users can store a desk, bed, closet,…Read more Artificial Intelligence, Robotics, Startup, Venture Portfolio
Gene Munster5,000 Cars per Week Yielded a 10% Drop in TSLA SharesTesla shares fell 10% following news that the company hit its goal of producing 5,000 Model 3s per week. The stock will be a bumpy ride over the next few years, but we remain optimistic that Tesla represents considerable upside…Read more Tesla
Gene MunsterThoughts on Tesla’s Q2 Production and Delivery NumbersTesla released Q2 2018 production and delivery numbers, confirming information leaked over the weekend that they did indeed achieve their goal of 5,000 Model 3s per week, producing 5,031 Model 3s and 1,913 S and X vehicles. These numbers are in…Read more Tesla
Gene MunsterFeedback Loup: Peloton DigitalWe’ve said it before, but it’s worth repeating: Apple + Peloton would be a match made in heaven. After testing Peloton’s new Peloton Digital offering ($19.49 per month), we think Peloton and it’s growing content library would fit nicely in…Read more Apple, Feedback Loup
Gene MunsterWhy Amazon Will Sell Robots into the HomeBloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…Read more Amazon, Artificial Intelligence, iRobot, Robotics
