2025-12-24 19:31:43

A major shift in SoftBank's portfolio just rippled through Wall Street. The conglomerate liquidated its entire Nvidia stake—a staggering $5.8 billion in holdings—while simultaneously offloading $4.8 billion from T-Mobile to consolidate capital. The timing and scale point to a calculated bet: pouring resources into an AI-focused initiative with a looming deadline.

This isn't your typical rebalancing. Dumping $10+ billion across two positions signals serious conviction somewhere else. For traders watching macro flows, the message is clear: mega-cap wealth is rotating hard into AI infrastructure plays. Whether this signals broader institutional appetite or a sector-wide reshuffle remains to be seen.

What happens in 2026 when these positions fully mature? The market will be watching.

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AirdropGrandpa

· 2h ago

SoftBank's move... selling all Nvidia holdings? That's a bit crazy, such a large position just cut like that. It seems they're really all in on something. Is Masayoshi Son trying to bet on 2026 this time? Throwing hundreds of millions in, either soaring to the sky or losing everything. Speaking of these institutional-level moves, retail investors are just watching the show. The real big drama is still to come. It feels like the AI infrastructure boom hasn't fully taken off yet, and they're already placing bets. Their courage is really impressive. Something's off. Selling Nvidia to buy AI startups? I can't quite figure out this logic... Let's wait and see.

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ChainDoctor

· 2h ago

SoftBank's move is quite aggressive... directly dumping all NVIDIA positions, it seems like they're playing a big game. The question is whether those new positions in 2026 can be realized? It feels like going all-in on a certain track—either making a huge profit or suffering heavy losses, with no room for trial and error in between.

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GhostInTheChain

· 3h ago

SoftBank is selling off over a billion dollars worth of NVIDIA and T-Mobile, clearing the way for a major move. Let's see in 2026—by then, we'll know whether this gamble was genius or a blunder.

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GasFeeCryer

· 3h ago

Masayoshi Son is about to go all-in on some cutting-edge technology again... Investing over 1 billion yuan at once, even selling Nvidia stocks. This move is truly extraordinary.

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