A company outcompetes a country's stock market? NVIDIA is now increasingly resembling an "AI central bank"

Last night, the most shocking data was not the percentage increase, but the market capitalization.
NVIDIA's total market value surpassed $5.5 trillion, exceeding the total size of the Indian stock market.
Many netizens joked:
"Indian programmers have worked hard for decades, but it's not as good as Huang Renxun's leather jacket."
Although it's a joke, it also illustrates a reality:
Global capital is all in on AI.
How will it look in May 2026?
My predicted target price: $280.
The reasons are very realistic:
First, AI demand has not cooled down.
Second, GPU supply remains tight.
Third, major institutions are still疯狂加仓.
The most critical point now is:
NVIDIA has already formed a "financial black hole effect."
What does that mean?
It means funds will keep being sucked in.
Because as long as AI continues to be hot, institutions must allocate to NVIDIA.
In fact, many ETFs are already forced to keep buying.
This creates a cycle of "buying more as it rises."
Of course, there are risks.
The biggest risk is not AMD, but:
"The market's expectations for AI are too high."
If the pace of AI commercialization falls short of expectations in the future, valuations could be compressed instantly.
But in the short term, Wall Street clearly doesn't want this celebration to end.
So on Polymarket, I will bet:
"The probability that NVIDIA will be above $275 in May 2026 exceeds 65%."
The most dangerous thing in the AI market now is not a bubble.
It's that you haven't gotten on board. #Polymarket每日热点