Wall Street has developed a dangerous addiction. Not to profits. Not to innovation. Not even to artificial intelligence itself. No, Wall Street has become addicted to expectation inflation — the financial equivalent of a dopamine tolerance problem where yesterday’s miracle becomes today’s disappointment if it doesn’t arrive wearing fireworks and levitating above the Nasdaq. And nobody embodies that insanity more than NVIDIA right now. Which is exactly why I think May 21 could become one of the most psychologically violent days Nvidia investors have experienced in a long time. Not because Nvidia suddenly became a bad company. That’s the funny part. The company is still a monster. Still dominant. Still printing money like the Federal Reserve discovered steroids and GPU clusters simultaneously. But markets don’t collapse because companies are weak. Markets collapse because expectations become detached from biological reality. And that’s exactly what Palantir Technologies j...