Then how about SoftBank[1]... are they irrational? Or Michael Burry[2] who shorted Nvidia and Palantir before concluding the market is once against being irrational and selling his positions and closing his hedge fund... is he irrational?

The people in a position to know are telling you something: This is a Bubble, and they're getting the hell out while they're ahead. You should do the same.

[1] https://www.cnbc.com/2025/11/11/softbank-sells-its-entire-st...

[2] https://finance.yahoo.com/news/big-shot-michael-burrys-ai-14...

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thrwaway55 15 hours ago | parent | next [-]

Burry was underwater on that trade though and likely did it to avoid some paperwork revealing positions. He folded because he can't time it, if he was confident he was right he wouldn't have folded and we'd have another movie about him.

	▲	rafale 15 hours ago \| parent [-]
		Did he close his position or just shutdown the fund?

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15 hours ago | parent | prev | next [-]

[deleted]

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jasonlotito 15 hours ago | parent | prev | next [-]

Softbank sold all of Nvidia in 2019. Look how that turned out for them.

> SoftBank’s Vision Fund was an early backer of Nvidia, reportedly amassing a $4 billion stake in 2017 before selling all of its holdings in January 2019. Despite its latest sale, SoftBank’s business interests remain heavily intertwined with Nvidia’s.

Further, ″[SoftBank] made a point of saying that it wasn’t any view on NVIDIA. ... At the end of the day, they are using the money to invest in other AI related companies,” he said.

Make of that what you will, but asking "are they irrational?" needs to answer with more than just "Softbank sold all of Nvidia again."

Both of these come from the link you provided.

	▲	sharklasers123 14 hours ago \| parent \| next [-]
		- SoftBank Vision Fund Founded 2017 [1] - Nvidia Founded 1993 [2] Strange definition of “early backer of Nvidia”. [1] https://en.wikipedia.org/wiki/SoftBank_Vision_Fund [2] https://en.wikipedia.org/wiki/Nvidia
	▲	lisbbb 14 hours ago \| parent \| prev [-]
		If I going to bank with someone, I want it to be more aggressive. Hard Bank is what I'm talking about--a bank with cojones.

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NicoJuicy 14 hours ago | parent | prev [-]

I don't think it's a bubble.

Thiel sold Palantir which is ridiculously overrated ( 1740.10 pe ).

Additionally, NVIDIA is going to get some competition for AMD. Or even Broadcom ( see TPU's from Alphabet)

He bought Microsoft, which has both AMD and NVIDIA for inference.

His sales aren't about selling AI. Just some bets cashing out.

Microsoft, Amazon, ... All can't build infrastructure quickly enough and they even admit in quarterly earnings that it's a bottleneck for now.

And they all grew a lot ( 20-40% )