NVIDIA's Night of Legend! Nvidia is bigger than Germany's GDP, is the AI bubble still a bubble or the new era?

Last night's most outrageous news wasn't Bitcoin, nor was it interest rate cuts.
It was NVIDIA.
$227, with a market value of $5.5 trillion.
This number has become so large that ordinary people have lost the concept.
How much is Germany's annual GDP?
Now Nvidia alone has surpassed it.
What does this mean?
It means global capital has completely entered the "AI faith era."
In the past, the market speculated on new energy;
Later, it speculated on the metaverse;
Now AI has directly upgraded to the "world's strongest narrative."
And Nvidia is the biggest beneficiary of this era.
Because the hotter AI gets, the more GPU shortages there are.
The more GPU shortages, the more Huang Renxun looks like a god of wealth.
And now many startups' funding logic is very simple:
"We're not AI, but we're preparing to connect to AI."
Investors hear this, and the money is sent first.
That's also why Nvidia keeps refreshing its valuation.
My prediction for May 2026 is:
In an optimistic scenario, $320, and in an extremely crazy scenario, even $350.
But there's only one premise:
The AI boom must not cool down.
Because Nvidia's biggest risk now isn't competition, but "expectations being too high."
The market has already assumed it will deliver divine financial reports every quarter.
As long as it slightly misses expectations, stock fluctuations could be more exciting than a roller coaster.
But what's interesting now is that global capital has formed a collective consensus:
AI might not be just an industry, but the infrastructure of a new era.
If this logic holds, Nvidia's valuation system might really be completely rewritten.
So the biggest question in the market now isn't:
"Is Nvidia expensive?"
But:
"How much is the future world really worth?"