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If delivery is unavailable, th
A major tech conglomerate just dumped its entire position in the AI chipmaker giant – we're talking $5.8 billion worth of shares. Gone. Liquidated.
During their latest earnings call, CFO Yoshimitsu Goto dropped this gem: "I can't say if we're in an AI bubble or not." Classic hedge, right? They're cashing out massive gains but won't commit to calling tops.
Here's what makes this juicy: this is the same firm that rode the AI wave hard over the past two years. Now they're taking chips off the table at these levels. Coincidence? Strategic rebalancing? Or do they see something coming?
The timing raises eyebrows. AI tokens have been bleeding alongside tech stocks lately, and institutional money seems to be rotating. When mega-players start exiting positions this size, retail better pay attention.
Whether this signals caution about AI valuations or just profit-taking after a monster run – the message is clear: big money is moving.