#Polymarket每日热点

Let's talk about my view on Nvidia's stock price. I believe its upward trend is not over yet, and it is highly likely to continue reaching new highs before May 2026.

Currently, Nvidia's stock price has risen to $227, with a market capitalization surpassing 5.5 trillion. Many people think the valuation is too high, but I believe the AI story is only halfway told. The global demand for AI computing power is still exploding, and Nvidia's H series orders are booked into the next year. This supply and demand imbalance shows no signs of easing in the short term. Moreover, its ecosystem barriers are becoming increasingly high, with the CUDA platform almost monopolizing the underlying tools for AI development, creating very strong user stickiness and technological moat.

I am optimistic about its continued strength before May 2026. The current market enthusiasm is not just hype but supported by solid performance and orders. As long as the demand for AI computing power persists, Nvidia remains the most core beneficiary, and short-term fluctuations will not change the long-term upward trend.