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Buying and selling mutual funds is easy, no need to open multiple apps. Download the app and start investing now on the Omina app. Now, let's hear some good news for those who are optimistic. Hmm, that might sound a little contradictory, doesn't it, for those who... The person speaking is Masayoshi Nvidia, from SoftBank.
He sold all his Nvidia shares. He said this: he said that at the time... The people who sold their Nvidia shares were crying. Seriously, I was crying, and I meant really crying. Yes, sugar is oozing out, but it's necessary. Yes, it has to be done because we need the money to invest in new AI projects.
So, it's considered... It's a revelation, and it's hilarious. That's very interesting, Mr. Masayin of SoftBank, saying that when I sold, I had to sell. And then I cried because the truth is... I have n't wanted to sell even a single share so far. In November, Nvidia sold over $5.8 billion worth of shares in SoftBank.
SoftBank stated that the funds were needed to invest in new AI projects, such as the open AI project Stargate Data (a giant data center), and to acquire Shift Amping. SoftBank executives confirmed this. This is a move to rotate funds into the AI battle, but it wasn't before withdrawing from Nvidia.
This year, SoftBank is expanding its portfolio and investing heavily in AI. So, they built a hyperscale data center, invested in servers, and then, as a conductor, expanded the role of the Vision Fund to return to being, well, a center. Around the heart of AI, Mr. Masayoshi previously announced that SoftBank is now all in on Open AI, and believes that Open AI will become the most valuable company in the world in the future.
In the latest quarter, ST Bank's net profit was 2.5 trillion yen, and that was the main driver. So, regarding the profits from the valuation of their Open AI holdings, SoftBank is taking this very seriously. This is about investing in AI, by Mr. Masaychin. I want to reiterate that he's not afraid of the foam.
It's like soap. They're saying that those who call AI " bubbles" aren't smart enough yet, and they believe that Super Intelligence-level AI will arrive. It's getting faster, and it's expected that AI and AI robotics will add at least 10% to global GDP from today because... Therefore, the sale of Nvidia shares was not caused by...
The fear is about an AI bubble, but it's about going all in, entering the new AI wave that's about to emerge. He said he had to sell his Nvidia shares, even though he might cry when he did, but he believes that AI will ultimately be the trend of the future. And the person who said it was a bubble was...
You don't know the truth, Brother Bank. Okay, let's look at the SoftBank stock price that's been fluctuating. When did SoftBank announce the sale? Starting the day with a Morning Brief summarizing important news so you don't miss any investment opportunities. It's early November, and the graph is falling too.
See? That's it, counting from the day it was sold at the market. I ca n't believe what you're going to do with the money. So, to summarize, he just told me what P'Pab told me. What I meant was, we were going to buy Open AI, but then I read the news, and P'Pab said that Open AI will become the most valuable company in the world.
I don't know why I feel like I still give Google more credit. Google has two things: First, they launched Gemini 3, which is better than all other AI models. Second, they have their own Shift and TPU (Tripod), which helps them save on production costs. And the electricity usage doesn't require paying a margin bill.
The third reason Google pays profits to Nvidia is that it has its own ecosystem. Everyone is ready to adopt AI. We'll have to use it with them eventually. The fourth example is Google, which survived the court ruling. The monopoly ruling is that the U.S. Supreme Court ruled that Google was indeed in violation of the previous ruling.
The issue is about monopolies, but also about punishment. And then telling them to take it apart and sell it as individual parts... It affects consumers too much, therefore... Let the market mechanism work better. This plays right into Google's hands. I think it's Google that's the real deal, Mr. Masahiro, not Open AI.
But I might be wrong because he's richer than me. Okay, that's a matter of opinion, but from a graph perspective... If you see this, it's like the market still does n't believe in Saiyoki, so that's why he... The price has dropped below the 100-day moving average, but then there's another thing: how to get it.
Investing money in Open AI is a good idea, but Open AI is n't even listed on the market yet. That means... Buying outside the market might mean that by the time it's actually sold, This is going to be a long one, maybe the market is worried and concerned about... Is it the quantity or the issue? The problem is that Open AI today is still burning CAS (Combined Cash Flow) and is still losing money without being able to make a profit.
Okay, so Open AI is n't sitting idly by either. Mr. Bank is aware of it. Hello, you're listening to Morning Brief, Phenomena's morning investment news program, where today we're giving you the opportunity... Your brand reaches a target audience that... The potential in finance and investment, whether it's here or like this [song], or putting up a prominent logo for thousands of businesses to see.
You can see the options in both the corner of the screen and the text at the bottom. That includes banners as well, or to put it simply... A heartfelt message to sip while listening to the morning news. Sure, I can watch the morning news and consume content about investment. We'll be waiting for you to come and take photos together.
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