[rdsubhas]

There is no craziness here. It's a "Value rotation". Sell high, buy low, repeat. Capture a higher rate of return.

OpenAI just completed separating it's non-profit and for-profit restructuring: https://www.cnbc.com/2025/10/28/open-ai-for-profit-microsoft...

This probably means the for-profit structure will be going public in 2026, and there is probably a last private round happening.

[tasuki]

> Sell high, buy low, repeat.

Softbank is known for doing it the other way around...

[diamond559]

Clearly they don't see upside in Nvidia, the stock single handedly keeping this bubble intact, nothing to worry about of coarse.