2025-11-12 11:30
publication
2025-11-12 11:30
Masayoshi Son, one of the leading investors in the technology industry, quietly sold all of his Nvidia shares and most of those in T-Mobile. In this way, he disposed of shares worth a total of approximately USD 15 billion. This has worried investors eyeing the overheated AI market.
Masayoshi San emphasizes that the sale of shares is not due to loss of trust in Nvidia or T-Mobile. The founder of Softbank emphasizes that the reason is the desire to free up funds for a new huge investment – $34.7 billion for OpenAi, the company behind Chat GPT.
However, the timing of technology investments chosen by the investor, known as Warren Buffet, scared part of Wall Street. The transaction is interpreted as a warning signal that the artificial intelligence boom – the same one that fueled record increases in shares of companies such as Nvidia, Microsoft and Palantir – may begin to wane.
By noon on Tuesday, the Nasdaq was down 0.8% and Nvidia shares were down more than 3%. Both indices made up for their losses in the afternoon, but their value is still below the value from a week ago. It then came to light that Michael Burry, an investor known from the movie The Big Short, placed a bet on the decline in Nvidia's share prices.
Since ChataGPT's debut in 2022, big tech has been assuring that AI will cut costs and revolutionize the economy. In August, however, the Massachusetts Institute of Technology found that 95 percent companies investing in AI see “zero return”. JP Morgan CEO Jamie Diamon also warned that the U.S. economy could be riddled with “cockroaches,” pointing to the recent bankruptcies of auto finance companies Tricolor and First Brands as early signs of trouble.
It should be remembered that the head of Softbank is known for taking big risks. His biography includes huge successes, from an early investment in Alibaba to infamous failures (see the WeWrok disaster worth $16 billion).
ed. aw
