Is Jensen Huang more important than the Federal Reserve? NVIDIA is dominating the AI world

Previously, the Federal Reserve decided the market's rise and fall.
Now, many people realize: the person truly controlling Nasdaq sentiment seems to have become Jensen Huang.
As long as Huang wears leather and holds a press conference, AI concept stocks seem to collectively drink Red Bull.
Last night, NVIDIA hit a new high again, and the market has entered a magical state:
"As long as NVIDIA rises, U.S. tech stocks are safe."
How much can it still rise by May 2026?
My judgment: $250 is a conservative line, $350 is the emotional upper limit.
Why?
Because AI is currently at the same stage as the internet in 1998.
Many people think valuations are expensive, but the question is:
If the AI market size truly reaches hundreds of trillions of dollars in the future, current valuations might just be the beginning.
There's another important logic:
NVIDIA is no longer just selling GPUs.
What it is selling are:
* AI training capabilities
* The future of data centers
* Cloud computing upgrades
* Underlying computing power for autonomous driving
* The gateway to the robot era
In other words, it’s like the "electric company" of the AI era.
Why does the market dare to give such crazy valuations?
Because everyone believes:
In the next ten years, the computing power consumed by AI will grow exponentially.
If Polymarket let me bet:
I would bet on "exceeding $300 by May 2026."
But I wouldn’t go ALL IN.
Because history tells us:
Even the greatest stocks can have phases of bubbles.
The only problem is—
The AI bubble might be bigger and last longer than everyone imagines.
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