Nvidia's stock skyrocketed overnight to the size of a German GDP! Jensen Huang now looks like an "money printer" in the AI world?

Last night, as the US stock market just opened, NVIDIA's stock surged another 2.85%, directly reaching $227.08, with a total market value surpassing $5.5 trillion. What does that mean? It's already bigger than the total market cap of many countries' stock markets. Now, Wall Street isn't studying whether "AI will change the world," but whether "Nvidia can still rise another 50%?"

Many people think this is now like Tesla's crazy phase in 2021, but AI and new energy have a huge difference: AI is already starting to make real money. Microsoft, Google, Meta, Amazon—all are frantically purchasing GPUs. Even Middle Eastern sovereign funds are beginning to stockpile AI computing power, making H100s feel like luxury goods.

The question is: by May 2026, how high can Nvidia's stock go?

My predicted range: $260—$310.

The logic is actually very simple:

First, AI capital expenditure has not peaked yet.
Now, global tech companies have entered a "who doesn't buy GPUs falls behind" arms race. It's not about whether they want to buy or not, but that not buying could lead to being eliminated.

Second, Nvidia is no longer just a chip company.
It is transforming into the "operating system of the AI era." The CUDA ecosystem locks in developers, which is the most terrifying moat.

Third, retail investor sentiment has entered "AI faith mode."
The market's attitude toward Nvidia now is increasingly like the era of Apple + iPhone. As long as quarterly earnings don't collapse, funds will continue to pour in.

Of course, there are risks.
Overvaluation, the Federal Reserve's rate cuts falling short of expectations, AMD grabbing market share—all could increase short-term volatility.

But the biggest current market question isn't "Is Nvidia expensive?" but "Who can I buy if there's no Nvidia?"

On Polymarket, if I had to bet:
I would wager on "breaking $280 by May 2026."

Because AI is still in the first season, and the capital market has already started demanding a second season.