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Analyst: SoftBank's liquidation of Nvidia is not due to a negative outlook

2025-11-12 17:11:17
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SoftBank announced on Tuesday that it has completely divested from Nvidia and further invested in OpenAI. New Street Research analyst Rolf Bulk stated, "I don't think SoftBank has a negative view on Nvidia; the position in Nvidia is substantial, highly liquid, and easily monetizable. SoftBank may believe that reallocating funds to OpenAI offers greater benefits." (Jin Ten)

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