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Is AI going crazy or is Wall Street going crazy? NVIDIA has already surged to sci-fi levels
The supercompany in movies used to be called "Skynet."
Now, the supercompany in reality might be called NVIDIA.
Last night, after NVIDIA continued to hit new highs, the market has fully entered AI frenzy mode.
Someone said:
"This company will rule the world sooner or later."
Although exaggerated, that's exactly what the capital market thinks.
How will it look in May 2026?
My prediction: $290.
The logic is very simple:
AI has shifted from concept to reality.
In the past, when people discussed AI, it was like talking about the future.
Now, companies are already pouring real money into it.
Microsoft, Meta, and Google are all in an arms race.
Who has more GPUs, who is stronger in AI.
And NVIDIA is the arms dealer.
The most frightening thing is:
There is currently no real substitute.
AMD can take a bit of the market, but it's hard to shake the CUDA ecosystem.
So, the market is willing to keep raising its valuation.
On Polymarket, I would bet:
"NVIDIA will continue to rise in May 2026."
Because right now, the entire AI industry chain is working for NVIDIA.