Munster Sees Tesla, Apple, SpaceX as Next 'Rip Higher' Stocks
Analyst Gene Munster believes Tesla (TSLA), SpaceX (SPCX), and Apple (AAPL) could be next to experience a 'rip higher' in their stock prices, similar to Meta Platforms (META), which surged 11% after its Muse AI agent reached 2.5 million downloads.
Munster attributes the success of Meta's Muse to its traction among consumers, who are now able to see the value of the product firsthand. He expects a similar dynamic to play out with Apple's iPhone Duo and personalized Siri, Tesla's Full Self-Driving (FSD) and Cybercab, and SpaceX's orbital data centers.
Tesla's catalyst pipeline starts with FSD v15, followed by expanding its purpose-built Cybercab fleet and eventual Optimus sales. The company has called FSD v15 a 'step-change,' with 40% of its seven-track software architecture already deployed in the Austin robotaxi fleet.
SpaceX is targeting its first orbital-compute launch in late 2027, with Starmind potentially scaling into a massive AI infrastructure network. The company has said it designed a space-optimized Vera Rubin NVL72 system with Nvidia and plans to launch significant scale in 2028.