Mei Ri Jing Ji Xin Wen·2025-11-11 13:47Core Viewpoint - SoftBank Group has sold all its shares in Nvidia for $5.83 billion, with founder Masayoshi Son planning to invest heavily in the AI sector to enhance influence [2][3]. Group 1: SoftBank's Actions - SoftBank sold its entire stake in Nvidia for $5.83 billion, which is part of a broader strategy to invest in AI [2][3]. - The company also sold $9.17 billion worth of T-Mobile shares between June and September [3]. - SoftBank has committed to an additional investment of $22.5 billion in OpenAI, to be completed through Vision Fund 2 by December [3]. Group 2: Nvidia's Market Performance - Nvidia's stock price surged by 5.79% on November 10, with a year-to-date increase of over 48%, bringing its market capitalization to $4.84 trillion [2]. - Nvidia's founder Jensen Huang has also sold over $1 billion in Nvidia stock since June [2]. Group 3: Market Sentiment and Risks - Recent indicators suggest that AI investments have reached extreme levels, with market risks accumulating rapidly [2]. - Michael Burry's hedge fund has taken a significant short position against Nvidia and Palantir, holding over $1 billion in put options, indicating skepticism about AI stocks [5][10]. - Analysts warn that the current AI investment frenzy may be approaching a critical point, with potential implications for the U.S. and global economies [2][19]. Group 4: Financial Performance of SoftBank - SoftBank reported a net profit of 2.5 trillion yen for the second quarter, significantly exceeding market expectations [4]. - The company's revenue for the first quarter of the 2025-2026 fiscal year was 1.82 trillion yen, a 7% year-on-year increase, with a pre-tax profit of 689.94 billion yen, up 205.7% [3][4].