Deepwater’s Gene Munster: Expect a Strong 12 Months for Apple

Bullish Gator

Gene Munster discusses Apple’s earnings, stock outlook, and effects of rising memory costs, forecasting a strong next 12 months for the company.

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What stands out

Gene Munster telling CNBC to expect a strong next 12 months for Apple carries weight because he runs Deepwater and watches hardware cycles closely, and because he called out things like soaring memory costs on air. The interview is a snapshot of two competing realities: Apple still has product and service momentum, yet its underlying revenue growth is barely positive and margins are being squeezed by input costs. For investors, it’s a reminder that bullish convictions can rest on momentum and narrative even when headline fundamentals look sluggish.