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Gene Munster
Deepwater Asset Management
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Gene Munster of Deepwater tells CNBC Apple's staggered iPhone launches, with ~40% pushed to the March/June quarter next year, will benefit its bottom line.
But they're probably going to push another 40 percent into the March or June quarter of next year. You get some more juice out of September because people who can't hold off are going to upgrade to the more expensive phones, and then separately you get that extra boost next year.
Apple since this was said: ▲ +5.9% · 308.3 → 326.6 · as of 2026-09-10
The EV winter is over; Tesla Q2 deliveries ~406K beat even the whisper number; consumers progressively more open to electrification
Tesla since this was said: ▼ -7.6% · 393.4 → 363.6 · as of 2026-09-10
“If you would normalize and say that gas prices year-over-year were unchanged, I still believe that they would have grown deliveries at 20 percent, which is an acceleration”
S&P 500 since this was said: ▲ +1.4% · 7,483 → 7,592 · as of 2026-09-10
BullishTesla
leaning · 2026-07-02
“There's been some pent-up demand that has pulled some of that through, and also I just think that consumers are becoming progressively more open to electrification.”
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