Masayoshi Son just dropped a bombshell at the FII Priority Asia forum—SoftBank liquidated its entire $5.8 billion position in Nvidia. The reason? They're reallocating that massive capital pile into other AI ventures.

It's a bold pivot. Nvidia's been on a tear, practically minting money from the AI chip boom. Yet here's Son, cashing out at what many would call the peak, betting that capital can work harder elsewhere in the AI ecosystem. Classic high-stakes portfolio rotation from one of tech's biggest wildcards.

Whether this turns out genius or premature remains to be seen. But when someone moves nearly $6 billion out of the hottest semiconductor play in a generation, people pay attention.