SoftBank's decision to sell its NVIDIA shares reflects the bank's shifting priorities, especially in the tech sector. With its $30 billion OpenAI deal, SoftBank had no other choice but to divest from different areas to fund its commitment. Given OpenAI's rising valuation and SoftBank’s substantial returns, meeting this obligation is essential for SoftBank's future prosperity.
The AI market's surge reflects solid fundamentals, not bubble-like speculation. Unlike past bubbles driven by poorly capitalized startups, today's tech gains come from established companies with strong earnings growth. While valuations are high, they have not reached the levels seen in historical bubbles that signal imminent collapse.
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ThereThe isAI amarket's 96%surge chancereflects thatsolid Nvidiafundamentals, willnot outperformbubble-like thespeculation. S&PUnlike 500past inbubbles 2025driven by poorly capitalized startups, accordingtoday's totech gains come from established companies with strong earnings growth. While valuations are high, they have not reached the Metaculuslevels predictionseen communityin historical bubbles that signal imminent collapse.
There is a 96% chance that Nvidia will outperform the S&P 500 in 2025, according to the Metaculus prediction community.
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