Comment by rdsubhas

3 months ago

There is no craziness here. It's a "Value rotation". Sell high, buy low, repeat. Capture a higher rate of return.

OpenAI just completed separating it's non-profit and for-profit restructuring: https://www.cnbc.com/2025/10/28/open-ai-for-profit-microsoft...

This probably means the for-profit structure will be going public in 2026, and there is probably a last private round happening.

> Sell high, buy low, repeat.

Softbank is known for doing it the other way around...

Clearly they don't see upside in Nvidia, the stock single handedly keeping this bubble intact, nothing to worry about of coarse.