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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GasFeeLover

· 2025-12-27 17:42

SoftBank's move is quite aggressive, directly clearing out NVIDIA... But the question is, did this money really go into AI infrastructure or is it just trying some new tricks? When Masayoshi Son makes a move, Wall Street trembles. I've heard he might be dumping over 10 billion at once—either he's seen something big, or he's gambling on something... Wait, see the results in 2026? So what should I buy now, brother? Clearing out NVIDIA to buy AI... this logic is a bit counterintuitive. Could it be that the AI chip boom is changing hands? The real suspense is where this money is going. It's easy to see the outward move, but how it flows in later will reveal whether SoftBank's thinking is clear or muddled.

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GameFiCritic

· 2025-12-27 16:09

SoftBank's move... wiping out 5.8 billion in NVIDIA and 4.8 billion in T-Mobile all at once, it's definitely not just an asset adjustment. There must be something behind it. Let's see the real story in 2026.

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AirdropGrandpa

· 2025-12-24 20:01

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

· 2025-12-24 19:53

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

· 2025-12-24 19:52

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

· 2025-12-24 19:47

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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