---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000209082.md"
description: "$NVIDIA(NVDA.US) shares now down 3.2% (vs –2.5% at start of call).  I’d have expected it to be up.My read: the October guide and comments about 2026 growth was better than expected.➡️ October: Adjusting for China, guide was 2–7% above the whisper.➡️ Next year: Jensen said China could grow 50%. When pressed with a follow up question, he stopped short of calling that the overall datacenter growth barometer, his comments on shortages suggest ~50% is realistic. Street is at 29%.Source: Gene Munster"
datetime: "2025-08-27T22:14:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000209082.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000209082.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000209082.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US) shares now down 3.2% (vs –2.5% at…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**