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There is no craziness here. It's a "Value rotation". Sell high, buy low, repeat. Capture a higher rate of return. OpenAI just completed separating it's non-pro
by rdsubhas 11mo ago
There is no craziness here. It's a "Value rotation". Sell high, buy low, repeat. Capture a higher rate of return.
OpenAI just completed separating it's non-profit and for-profit restructuring: https://www.cnbc.com/2025/10/28/open-ai-for-profit-microsoft.html https://www.cnbc.com/2025/10/28/open-ai-for-profit-microsoft...
This probably means the for-profit structure will be going public in 2026, and there is probably a last private round happening.
- tasuki 11mo ago> Sell high, buy low, repeat. Softbank is known for doing it the other way around...
- diamond559 11mo agoClearly they don't see upside in Nvidia, the stock single handedly keeping this bubble intact, nothing to worry about of coarse.