Why would a company walk away from one of the hottest stocks in the tech world? That’s exactly what SoftBank did in November 2025 when it sold its entire $5.8 billion stake in Nvidia, leaving many investors scratching their heads.
SoftBank dumped all 32.1 million of its Nvidia shares at about $181.58 each. While that sounds like a lot of money, the timing was curious. The sale price was 14% below Nvidia’s peak of $212.19, like selling your concert tickets right before your favorite band takes the stage. This move highlights how quickly market conditions can shift in cutting-edge technology sectors.
SoftBank sold 32.1 million Nvidia shares at $181.58 each, 14% below peak—like leaving the concert before the encore.
The market didn’t take the news well. Nvidia’s stock dropped nearly 3% after the announcement, and tech futures tumbled. What made this particularly puzzling was that analysts stressed SoftBank wasn’t sending any negative signals about Nvidia itself. Yet investors still got spooked, suggesting the sale’s impact went beyond just moving shares around.
This marks SoftBank’s second complete exit from Nvidia, and CEO Masayoshi Son‘s track record makes the move even more intriguing. Son sold his previous Nvidia stake in 2019 for $3.6 billion. Those same shares would now be worth over $150 billion. Talk about buyer’s remorse on steroids. Son’s career has been defined by bold, high-stakes bets that sometimes pay off spectacularly and sometimes lead to massive losses.
So where’s all that money going? SoftBank isn’t backing away from artificial intelligence entirely. Instead, the company plans to invest the proceeds in other AI ventures, including a massive $30 billion commitment to OpenAI and participation in a $1 trillion AI manufacturing hub in Arizona.
This strategy shift has market watchers wondering if Son sees something others don’t. Some analysts worry it signals trouble with sky-high tech valuations. Others think it shows how quickly AI investment priorities are changing.
The sale has sparked bigger questions about whether the AI market is getting overheated. When a major player like SoftBank walks away from the sector’s biggest winner, it makes people wonder if we’re heading for another tech bubble burst.
Whether Son’s bold bet pays off or becomes another costly miscalculation remains to be seen.
