$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