Apple Intelligence Is Huge Opportunity, Munster Says

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Gene Munster, Managing Partner of Deepwater Asset Management, predicts strong iPhone demand for the next three quarters and believes Apple Intelligence will be a significant breakthrough for Apple, comparable to the iPhone's impact.

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Deepwater Asset Management Managing Partner Gene Munster says iPhone demand will outpace estimates for the next three quarters and he says Apple Intelligence is going to be the "biggest step forward" for Apple since the iPhone itself. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

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Original article published by Bloomberg on October 31, 2025.
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