In November 2025, SoftBank Group’s decision to liquidate all its Nvidia shares for $5.83 billion sent shockwaves through the global technology capital market. As a seasoned investor who has entered and exited Nvidia twice and witnessed its market capitalization soar from hundreds of billions to trillions, SoftBank’s high-level cash-out was no coincidence but a precise … Read more
Arm’s Five-Day Decline: The Stock Price Dilemma of AI Chip Giants On one hand, there is a stunning financial report showing a 34% surge in revenue, while on the other hand, the stock price has plummeted over 10% in five days. This “split market” situation has left investors bewildered: on November 7, the stock price … Read more
On August 7, 2025, SoftBank Group released its Q1 FY2025 performance report. This document is not just a routine financial data disclosure but resembles a strategic declaration, clearly revealing that the group is at a critical transformation point. After experiencing the glory of the mobile internet era, SoftBank is resolutely betting its vast capital and … Read more
In recent years With the rise of global smart manufacturing, the Industrial Internet of Things (IIoT) has been developing rapidly in various fields as one of the paths to smart manufacturing. Service providers and integrators are emerging in droves, and various conferences and experts are constantly appearing, making it a feast for the eyes. However, … Read more