SoftBank just dumped its entire $5.8 billion position in Nvidia. Why? Masayoshi Son dropped this bomb at the FII Priority Asia forum—they're redeploying that capital into other AI plays.

Think about the timing here. Nvidia's been the AI darling, yet Son's pivoting. Either he's spotted better opportunities, or he's concerned about Nvidia's valuation ceiling. Either way, when a whale moves $5.8B out of the market's favorite stock, that's a signal.

The question isn't just where SoftBank's money went. It's what Son sees that the market doesn't yet.

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fork_in_the_road

· 4h ago

Dude, this operation is something... 5.8B is clear as day, SoftBank is really not to be underestimated, even Nvidia, this "darling", has to make concessions? Speaking of which, Son is really ruthless; the market is still hyping Nvidia, and he has already started to turn around. Either he found something more appealing, or he saw the valuation ceiling for Nvidia. If you ask me, real players will never wait until everyone else understands. But the most interesting part of this wave is... we retail investors are still struggling with whether to buy or not, while the billionaires have already moved on.

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SybilAttackVictim

· 4h ago

Well, this move by Masayoshi Son is quite something. NVDA is the real top player, but it was still thrown away. What does this indicate?

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HypotheticalLiquidator

· 4h ago

5.8B is coming down, this wave of liquidation signals cannot be ignored... --- Is Sun Zhengyi's move... really breaking the valuation ceiling? --- Wait, the whales have run away, the retail investors behind need to be careful of a chain liquidation --- Is the deleveraging mode starting? This domino effect is about to begin --- Why do I feel like the borrowing rate is about to be maxed out... can the risk control threshold really hold? --- 5.8B is not a small amount, this is systemic risk knocking at the door --- What Son sees... we can't see, this is ridiculous --- The liquidation price is going to be tested again, it's uncomfortable --- Why are the large investors running away so quietly, while market sentiment is still dreaming? --- Volatility is going to rise, those trapped may have to wait for liquidation.

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SwapWhisperer

· 4h ago

SoftBank's recent move is indeed a bit cheeky, throwing away 5.8 billion like this. Has Nvidia really hit a ceiling? Masayoshi Son must have seen something we can't see; this guy never invests for nothing... Let's wait and see which AI project they redeploy to. That's the key.

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