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al_be_back | 3 months ago

Makes no sense to sell their entire position on a key infrastructure player, if you’re going all in on ai. That’s very odd.

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diamond559|3 months ago

It makes sense when you know the semi industry has always been cyclical and this insane level of spending can't be fueled on debt and VC cash forever. Masayoshison is out and now your 401ks are holding the bag, he'll get one last cashout when Open"AI" IPOs too with his winnings.

brk|3 months ago

"Makes no sense" is basically SoftBank's motto though.