Japanese investor exits AI trade entirely as NVIDIA trust collapse contagions the whole AI infra stack
SumitGup · x · 2026-11-15
A Japanese investor says the AI bull run is over: already downgraded NVIDIA over circular-dealing concerns, then the CEO's exit and spreading suspicions broke trust further. One doubted explanation now taints others—no longer trusting NVIDIA's earnings narrative, he's exiting the AI factory's floors 1-2 (power, infra) including power assets, betting even an Anthropic IPO won't rescue them. In a sector that lost trust, P/E premiums peel off, stocks stop reacting to good earnings, and good news becomes bad news.
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