哭着卖……

Group 1 - SoftBank founder Masayoshi Son significantly sold off his Nvidia shares in November, stating he needed funds for investments in OpenAI and other projects, expressing regret over the sale [2][8] - Son believes that if artificial intelligence can create 10% of global GDP in the long term, the investment of trillions of dollars would be justified, countering the argument of an AI bubble [2] - Son's investment history includes notable successes such as a $105 million investment in Yahoo during the internet boom, yielding approximately 100 times return, and a $20 million investment in Alibaba, which peaked at over 3000 times return [4] Group 2 - Son's investment strategy involves making large bets on future technologies, often investing heavily in startups within promising sectors, akin to an "All IN" thematic index approach [5] - A significant drawback of this investment style is a lack of deep understanding of individual companies, which can lead to cash flow issues, as seen when SoftBank reduced its Nvidia holdings after other investments incurred losses [6] - Despite selling Nvidia shares, the investment was still highly profitable, yielding around $5.1 billion, but holding onto the shares could have made Son one of the world's richest individuals again [7]