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Y
YOLO~Nvidia

Nov 11, 2025 at 07:50 AM

It feels like the adjustment of AI stocks this round is not over yet.

SoftBank surprisingly announced on Tuesday that it had sold its stake in $NVIDIA(NVDA.US) in October, cashing out $5.83 billion. SoftBank previously made a series of investments to establish its influence in the field of artificial intelligence. These investments include: NVIDIA, OpenAI, and Oracle. Due to the tech stock bull market, SoftBank's Vision Fund division achieved an investment income of 3.5 trillion yen in the second fiscal quarter, with OpenAI contributing 2.16 trillion yen. SoftBank stated in its latest earnings report that it will invest an additional $22.5 billion in OpenAI through Vision Fund 2 in December.

Figure 1, the prototype of the big short, shorted $1.1 billion; second, major banks have long discussed the bubble; third, today's earnings disclosure by SoftBank

$NVIDIA(NVDA.US)

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TIME 高盛-人工智能: 处于泡沫之中? 高盛-人工智能:处于泡沫之中? . .pdf 卜 AIIN A BUBBLE? . .pdf 2025/10/312
76/77 100% 日 r 日语 中文(简体) × 2)出售英伟达公司股份软银集团及其资产管理子公 司于2025年10月出售了其持有的全部英伟达公司股 份,交
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