Gene Munster
@munster_gene
Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
Joined July 2019
145 Following 102.8K Followers
We’re seeing a big jump in iPhone Pro model lead times today, launch day, which underscores that the splitting of the cycle is working. $AAPL
P.S. The Street is way too low on Duo in FY27.
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