According to CoinMeta, Nvidia ( NVDA ) reached a intraday market value of $5.78 trillion on Monday, which could be a key factor driving the AI market. However, he warns that Wall Street's expectations for this chip manufacturer may be 25% to 30% underestimated. As a leader in the AI sector, Nvidia dominates about 39% of the 10 stocks in the S&P 500, and any mistakes could affect a broader range of investors. It is also mentioned that demand for chips in the Asian market is 13 to 14 times that of supply, indicating that Nvidia plays an important role in the global AI revolution. Although investors Michael Burry hold put options on Nvidia and believe that the AI bubble may burst sooner than expected, a DBS group in Singapore points out that Nvidia has a price-earnings ratio of 17 times, which is far lower than Cisco's 100 times before the collapse. Ives believes that the customer financing agreements of Nvidia may be at risk, and customer defaults could affect the financial situation of Nvidia.