RiskReversal Pod Gene Munster: iPhone Impressions & Nvidia's Cynical Motives
9 snips
Sep 22, 2025 
Gene Munster, founder of Deepwater Asset Management and a respected tech analyst, joins for a lively discussion on the latest iPhone release and its potential impact on Apple's earnings. He dives into Nvidia's $5 billion investment in Intel, highlighting its strategic significance amid U.S.-China trade tensions. The conversation also explores Nvidia's $900 million acquihire for AI advancements. Finally, they debate TikTok's algorithm control and its implications for data privacy, making clear its crucial role in the evolving tech landscape.
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Gatorade Routine And Dietary Take
- Gene Munster drinks 64 ounces of Gatorade daily and has done so for 15 years.
- He frames it half jokingly as a counterpoint to the protein craze and believes carbs and sugar may regain favor.
Form Factors Drive Early iPhone Demand
- Apple Air demand patterns surprised both hosts: the Air was widely available while Pro lead times lengthened.
- New form factors are easing consumer desire for upgrades ahead of AI features, per Gene Munster.
Top-Line Beats Margin Focus For Apple
- Munster focuses more on iPhone top-line growth than gross margins for Apple.
- He expects December-quarter iPhone growth to beat the street's ~7% whisper and sees upside into next year beyond consensus 5%.