Today was an absolutely bonkers day on the markets.
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Today was an absolutely bonkers day on the markets. Full throttle energy. Everything moving. Everything twitching. Everything refusing to sit still.
- S&P +0.21%
- Dow 30 +1.18%
- Russell 2000 +0.11%
- Gold +0.33%
- NASDAQ Composite -0.25%
And the wild card is the NASDAQ. Tiny dip. But the reason is the real show.
Nvidia dropped -2.92%.
Reason: SoftBank unloaded $5.83B of $NVDA. And when SoftBank makes a move, you pay attention, because this is the same crew famous for clutching collapsing companies like they’re collectible action figures. WeWork at 47B? They kept pouring money in. Then it cratered. They held the bag.
Brandless? Bag. OneWeb? Bag. Katerra? Bag.
A whole museum of financial regret.
But this time they sold early. They actually captured gains. Zero bagholding. Already unusual. Already hype-worthy.
Now, the week after Michael Burry opens a $176M short on Nvidia? People want drama. People want conspiracies. People want SoftBank sprinting for the exits.
Nope. That’s not the play.
SoftBank isn’t running. SoftBank is reloading. They want more capital for even wilder AI bets. They’re heating the engines. They’re flipping switches. They’re powering up every risky idea they can find.
The Nvidia cash is getting pointed straight at OpenAI and Ampere Computing.
Which means if an AI bubble exists, we’re not at the blow-off top. We’re not at the cooldown. We’re at the escalation chapter. The chapter where Nvidia is somehow the “safe” option and everyone wants the untested rockets instead.
Because Nvidia’s numbers are real. EPS 3.50. Trailing P/E 56.71. Forward P/E 30.30. PEG 0.88. Actual revenue. Actual products. Actual industries backing them.
SoftBank looked at all that and basically yelled, “More. We want more.”
So are they abandoning their identity? Not even close. This is peak SoftBank. Swinging for the fences. Accepting that several swings will miss, explode, or spontaneously combust, as long as one connects.
And after all that? Nvidia slipped. The market absorbed it. Most indices climbed. The NASDAQ barely twitched.
SoftBank isn’t flashing a warning.
SoftBank is lighting the fuse and screaming YOLO!
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Today was an absolutely bonkers day on the markets. Full throttle energy. Everything moving. Everything twitching. Everything refusing to sit still.
- S&P +0.21%
- Dow 30 +1.18%
- Russell 2000 +0.11%
- Gold +0.33%
- NASDAQ Composite -0.25%
And the wild card is the NASDAQ. Tiny dip. But the reason is the real show.
Nvidia dropped -2.92%.
Reason: SoftBank unloaded $5.83B of $NVDA. And when SoftBank makes a move, you pay attention, because this is the same crew famous for clutching collapsing companies like they’re collectible action figures. WeWork at 47B? They kept pouring money in. Then it cratered. They held the bag.
Brandless? Bag. OneWeb? Bag. Katerra? Bag.
A whole museum of financial regret.
But this time they sold early. They actually captured gains. Zero bagholding. Already unusual. Already hype-worthy.
Now, the week after Michael Burry opens a $176M short on Nvidia? People want drama. People want conspiracies. People want SoftBank sprinting for the exits.
Nope. That’s not the play.
SoftBank isn’t running. SoftBank is reloading. They want more capital for even wilder AI bets. They’re heating the engines. They’re flipping switches. They’re powering up every risky idea they can find.
The Nvidia cash is getting pointed straight at OpenAI and Ampere Computing.
Which means if an AI bubble exists, we’re not at the blow-off top. We’re not at the cooldown. We’re at the escalation chapter. The chapter where Nvidia is somehow the “safe” option and everyone wants the untested rockets instead.
Because Nvidia’s numbers are real. EPS 3.50. Trailing P/E 56.71. Forward P/E 30.30. PEG 0.88. Actual revenue. Actual products. Actual industries backing them.
SoftBank looked at all that and basically yelled, “More. We want more.”
So are they abandoning their identity? Not even close. This is peak SoftBank. Swinging for the fences. Accepting that several swings will miss, explode, or spontaneously combust, as long as one connects.
And after all that? Nvidia slipped. The market absorbed it. Most indices climbed. The NASDAQ barely twitched.
SoftBank isn’t flashing a warning.
SoftBank is lighting the fuse and screaming YOLO!
@atomicpoet well they got all hat saudi Arabia money... Gotta spend it
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@atomicpoet well they got all hat saudi Arabia money... Gotta spend it
tootbrute You’re not wrong.
