Peter Thiel Sells Off All Nvidia Stock, Stirring Bubble Fears

The main reason is likely this:

https://www.tomshardware.com/tech-industry/semiconductors/al...

AliBaba succeeded in reducing GPU usage by 82%. On top of the improvements made by models like Deepseek, it looks like AI will be much more efficient than initially thought. As a result, there should be much less demand for GPUs compared to the ridiculous demand that was being pitched.

Note that Softbank also sold all its Nvidia shares.

It's over time to burst this bubble. It's going nowhere.

Or maybe, just maybe, they are just making a quick buck because this is the highest NVIDIA stock has ever been? Maybe not complicated. Just filling their pockets with money?

-- Nvidia

++ Microsoft

This sounds a lot like what SoftBank did : sold Nvidia, then invested (will invest?) in OpenAI. I guess the AI market's hit a point where hardware demand is pretty stable, and software demand is where all the juice is now?

I think it might be a reflection that there is no more power to run more chips, so chip sales will drop.

SoftBank Sells $5.8 Billion Stake in Nvidia to Pay for OpenAI Deals

https://www.nytimes.com/2025/11/11/business/dealbook/softban...

SoftBank sells its entire stake in Nvidia for $5.83 billion

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