Tesla (TSLA): The Bull Case Remains Intact
Tesla’s (TSLA) plan to reduce headcount by 7% does not change our long term view on the company. Note that Tesla increased headcount by 30% last …
Netflix (NFLX) Earnings: 5 Key Takeaways
By Gene Munster Here are our five key takeaways following Netflix’s December results: Netflix reported Dec-18 revenue essentially in-line and earnings 25% above …
Apple (AAPL): 6 Takeaways From Tim Cook’s Interview With Jim Cramer
By Gene Munster Here are 6 things we learned from Apple’s (AAPL) Tim Cook interview on CNBC with Jim Cramer: Expect “new services” this year. As we’ve predicted, and …
Apple (AAPL) Stock Is Now at a Crossroads
By Gene Munster Earnings misses are always a negative. While largely anticipated by the Street, the magnitude of Apple’s (AAPL) Dec-18 pre-announcement was …
3 Key Takeaways from Nvidia’s (NVDA) CES Keynote
By Gene Munster At Nvidia’s (NVDA) CES keynote the company announced a new graphics card, the RTX 2060, and 40+ RTX laptop models …
Qualcomm’s (QCOM) Injunction Unlikely to Have an Impact on Apple (AAPL) Stock; Here’s Why
Today, Apple indicated that they will stop selling iPhone 7 and 8 in Germany due to an injunction issued as part of a …
Amazon (AMZN), Target (TGT) Tie-Up Still Makes Sense; Here’s Why
By Gene Munster and Andrew Murphy We were wrong in predicting Amazon (AMZN) would acquire Target (TGT) in 2018. It was the boldest of …
Investors Need to Decide If They’re in Nvidia (NVDA) Stock for the Long Haul
By Gene Munster Shares of Nvidia (NVDA) are down 19%. While the near-term is ugly, the long-term story is intact.
What’s Next for Tesla (TSLA) Stock?
By Gene Munster We remain believers in the Tesla (TSLA) story. We think the company has the best product roadmap in tech and …
Is Apple’s (AAPL) New Reporting Methodology Bad for the Stock?
By Gene Munster Apple (AAPL) reported its results for the Sept. 2018 quarter essentially in line with expectations and gave guidance for Dec.