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Gene Munster raises big growth question before Nvidia earnings
short by / on Monday, 23 February, 2026
Gene Munster believes Wall Street is underestimating Nvidia's growth potential ahead of Q4 earnings. He projects 65% sales growth this year and 40% in 2027, driven by inference demand and cloud spending, exceeding analyst estimates. Despite muted stock performance and bearish sentiment, Munster argues the AI buildout remains in the "second innings."
read more at Stocktwits