Apple is on board with AI, ‘not just hype there’s substance around it’: Deepwater’s Gene Munster

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Gene Munster, Deepwater Asset Management, joins ‘Fast Money’ to talk Apple quarterly results and what to expect from the company moving forward.

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41 COMMENTS

  1. 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?

  3. 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

  7. I hear all the points about stock buybacks being a desperate moveā€¦ butā€¦ is it possible that Apple simply sees the shares as discounted based on where they see the stock going in the future?

  9. 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

  12. 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.

  18. Ai is the biggest joke ever. Literally just an iterative enhancement to technology is labeled as ā€œAi.ā€ 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 ā€œefficienciesā€ 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 arenā€™t Ai. šŸ˜‚

    Video game AIā€™s that have existed for decades are far more impressive than these Chatbots people mistake as ā€œAi.ā€

  19. Cook is learning well from Elon…deflect bad news with other news right about the time its time to admit you nothing new on the shelf. AI? Yes…theres substance…but also a lot of hype from the techies and those in the market that want to fool the foolish sheep. Happens every time theres something new in the tech world.

  22. 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.

  23. 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.

  26. 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.

  32. 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.

  36. Dan Nathan is always hyperventilating in a negative way against the best US Corporationā€¦ā€¦I have watched the show for over 8 years and all Mr. Nathan do is to be always negativeā€¦..Unbelievable!!! Blessed

  37. Apple is the only major cell phone makers which doesn't have any AI included in its iPhones! Even cheap Communist Chinese phones all have AI functions…. that's right, almost forgotten… Apple is going to "copy" Chinese phone features AGAIN !!!!

  38. Apple has not reported revenue growth in over what 6 quarters, and you people keep perma pumping their stagnant business. Not long ago you had reasons to dump Apple down to 164 from 190, but now all of those reasons arent true? Oh they re still true and China anti apple movement is real and wont regain that market, but will continue to lose more of that big market. This is nothing short than market manipulation to keep a bs stock market rally up on its crutches that ignores all contrary data

  41. Gene Munster appears to be a permeabull for Apple. So heā€™s been right a long time. I wouldnā€™t, however, expect him to say anything too far beyond Tim Cookā€™s prepared statements, which is too bad.

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