Gene Munster, Will ThompsonTesla’s Strengthening Case to go PrivateAfter processing Musk’s letter along with a number of other variables that have emerged, we believe there is a greater than 50% chance Tesla becomes a private company. A privately held Tesla has a greater chance of succeeding than if…Read more Tesla
Gene Munster$1,000,000,000,000 and BeyondToday Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…Read more Apple, Artificial Intelligence, Augmented Reality, Autonomous Vehicles
Gene Munster, Will ThompsonTesla Results: Pieces Moving into Place for Sustainable StoryWe are positive on the Tesla story given the company’s well-positioned product roadmap around EV, autonomy, solar, and storage. Tesla shares are up ~9% after hours as the company made progress on key pieces to the long-term sustainability of the…Read more Autonomous Vehicles, Tesla
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
