#Polymarket每日热点

Let's talk about my view on Nvidia's stock price. The current market enthusiasm is indeed crazy, but I think the upcoming trend will likely see a pullback.

Currently, Nvidia's stock price has risen to $227, with a market capitalization surpassing $5.5 trillion, making it the absolute leader in the AI boom. But the problem now is that market expectations for AI are already fully priced in, and many positive news have been reflected in the stock price in advance. If future earnings growth doesn't meet expectations, it’s easy to see a situation where "good news is exhausted." Moreover, the short-term gains are too large, and technical adjustments are needed; there’s significant pressure for profit-taking.

I don't believe it can continue to surge wildly before May 2026; the current price has already overextended the future growth potential. The long-term logic of AI is sound, but in the short term, market sentiment is overheated, and the risk of a correction far exceeds the chance of further rise. I lean more toward the idea that it will oscillate at high levels or even undergo a noticeable correction, rather than keep climbing indefinitely.