$227 still too expensive? Wall Street: Sorry, AI is just getting started

Many people now see NVIDIA's stock price at $227, and their first reaction is:
"Too expensive, I dare not buy."
As a result, over the past two years, everyone who said "too expensive" has been watching it continue to hit new highs.
The biggest magical realism of the AI era is:
Valuation logic has changed.
In the past, the market looked at PE ratios.
Now, the market looks at "who can dominate AI."
And NVIDIA has clearly become the biggest winner.
My prediction for May 2026:
$320.
Sounds crazy?
But the AI era is inherently crazy.
Because global tech companies are now all doing the same thing:
Desperately buying GPUs.
And not just in the US—Europe, the Middle East, Japan, Singapore—all are expanding AI data centers.
The most terrifying thing about NVIDIA is:
It has formed a dual monopoly in technology and ecosystem.
The CUDA ecosystem makes it very difficult for developers to switch.
This means:
Even if other chips have similar performance, it's hard to take market share.
If I were betting on Polymarket, I would choose:
"Break $300 by May 2026."
Because the current AI market is not a cycle, but like an industrial revolution.
And NVIDIA is the company selling the "steam engine."#Polymarket每日热点