Comment by solumunus

8 hours ago

Good point to cash out in my opinion. Extremely likely you can buy NVDA back cheaper in the future.

$5.83B is too large to be a round trip. This is clearly an exit.

  • Why would they exit nvidia while still keeping upwards of $10B or whatever it is in OpenAI? Genuine question.

  • Nvidia current market cap is 4.84 trillion dollars. Yes, that's roughly 5 trillions of dollars. 5.83B is a rounding error.

    • In numbers, yes, a rounding error. In fact, SoftBank was one of Nvidia's backers, and whatever this sell means in the stock markets, this is a strong signal.

    • Market capitalization is not equal to real money. Take a look at how Elon Musk bought Twitter.

Maybe. Could go up still, but a surprisingly conservative move for SoftBank.

But hey, maybe the market crashes tomorrow and this is seen as the best piece of timing ever seen, maybe it doubles in the next year.

In any case, you never lose by taking profit.