NVIDIA's surge like this, is it a bubble? The answer might make shorts sleepless

Every time NVIDIA hits a new high, shorts will say:
"This time it must be a bubble."
The market's response is always:
"Let’s see it go up another 10% first."
Last night, the stock price continued to soar, and after surpassing a market value of $5.5 trillion, Wall Street has started to split into two camps:
One believes AI is changing the world.
The other believes AI is changing the retail investors.
But the question is:
As long as earnings keep growing, the bubble can keep flying.
What do I see in May 2026?
Predicted price: $270—$330.
Core logic:
AI demand simply cannot stop.
Now, not only ChatGPT needs GPUs, but also advertising recommendations, search, e-commerce, and robots are starting to consume computing power.
The biggest resource in the future might not be oil.
But GPUs.
Most importantly:
NVIDIA is upgrading from "selling chips" to "AI infrastructure."
This will make the market willing to assign higher valuations.
But the risks are also obvious:
If the global economy enters recession in the future, and tech companies cut back on capital expenditure, AI investments could cool down.
But at least for now, there are no signs of that.
So on Polymarket, I will bet:
"NVIDIA will stay above $300 in May 2026."
Because AI is still in the "money-burning stage," and the real money-making show might just be beginning. #Polymarket每日热点