Softbank & Burry Drags NVDA Down. How Long?
@JC888:
SoftBank's complete sale of its $NVIDIA(NVDA)$ stake valued at $5.8 billion, in October 2025. It was announced in early November and appears driven primarily by a strategic pivot to massively invest in OpenAI and broader AI infrastructure projects, rather than by concerns specifically about NVDA's fundamentals or prospects. SoftBank's CFO highlighted the sale as part of ongoing capital reallocation to : Fund large AI commitments, including up to $30 billion into OpenAI. Invest in new AI data centers like the Stargate project. Despite this sell-off, Nvidia’s stock remained near all-time highs, supported by record earnings and strong forward guidance from key hyperscale customers like Microsoft and Meta. Market reaction to SoftBank’s sale was relati