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Can you still buy NVIDIA at $227? Wall Street has already started "AI faith recharge"
NVIDIA hit a new all-time high last night, at $227.08, with a total market value surpassing $5.5 trillion.
Many people are no longer shocked, but numb.
Because NVIDIA is now rising like a cheat in a game.
The previous investment logic was "company makes money → stock price rises."
Now it’s "as long as it’s related to AI → it goes up first, then we talk."
And NVIDIA is the "printing press core" of the entire AI universe.
OpenAI spends money to train models?
Buy NVIDIA.
Meta is building a super AI cluster?
Buy NVIDIA.
Elon Musk is building xAI?
Keep buying NVIDIA.
Now, global tech giants have entered a kind of "GPU arms race."
Who has less computing power, who is anxious.
So Jensen Huang’s biggest current competitor isn’t AMD, but whether the global frenzy for AI will cool down.
My judgment for May 2026 is somewhat optimistic.
If the AI industry continues to expand, NVIDIA could surge above $300.
Because the capital market now isn’t valuing based on traditional PE ratios, but on "future AI dominance."
Simply put:
What everyone is buying isn’t current profits, but future world tickets.
But the danger is also getting closer.
Because all super bull stocks will eventually face a problem:
Can growth continue to exceed expectations?
Once growth slows down, market sentiment can flip instantly.
Remember Tesla back in the day?
Rising like a god;
Falling like doomsday.
NVIDIA is now also entering this "divinity stage."
So the market now isn’t just trading chips.
It’s trading "AI faith."
Who believes the most fiercely, earns the most.
As for when it will end?
No one knows.
But history tells us:
In every tech revolution, those selling shovels usually earn the most fiercely.
#Polymarket每日热点