Nvidia before the showdown: Insiders sell – Is the AI bubble about to burst?
It’s the calm before the storm. While the overall market nervously watches interest rate developments, everything hangs in the balance at Nvidia. It’s mid-November 2025, and the world’s most important stock is heading towards what are likely its most crucial quarterly results. But this time, the mood is different: The “smart money” has left the room.
What does this mean for individual investors? A look at the facts.
Making a killing: Why do the professionals sell?
Nothing unsettles investors more than insiders selling their own chips. In recent weeks, we’ve seen a massive sell-off at Nvidia, raising some questions:
- The CEO is cashing in: Jensen Huang sold large blocks of shares again in October. While often through pre-announced plans, the total amount is historically high.
- SoftBank & Thiel are out: The Japanese tech giant SoftBank has liquidated its multi-billion-dollar position. Star investor Peter Thiel also completely “cleaned up” his portfolio of Nvidia in Q3.
- The bet against it: Michael Burry (“The Big Short”) is now using options to bet on falling prices in the semiconductor sector.
The signal from the pros seems clear: “Peak AI” may have been reached. They’re securing profits before the party ends.
The bubble debate: Reality vs. hype
Is the AI boom just another dot-com bubble? Opinions are divided. Bears warn of the discrepancy: Microsoft, Meta, and Google are spending hundreds of billions on Nvidia chips, but aren’t yet earning enough from AI software to cover these costs. If the return on investment (ROI) fails to materialize, orders could abruptly stop in 2026.
Bulls (including JPMorgan) counter: Demand for the new Blackwell architecture is so high that Nvidia is sold out for years to come. This, they argue, is not a bubble, but rather the development of a new industrial infrastructure, comparable to the railway network in the 19th century.
The decision will be made on November 20, 2025.
The stock is no longer a no-brainer, but rather a “show-me” stock. For the upcoming Q3 figures on November 20th, simply meeting expectations isn’t enough. Nvidia needs to deliver outstanding results to justify its high valuation.
My advice: Investors should be prepared to ride the volatility or take partial profits – just like the insiders. Those looking to buy should wait for the results. The risk of disappointment has rarely been as high as it is today.
Beliebte Beiträge
Vodafone earthquake at DE-CIX: The end of the open network?
A bombshell in the internet world: Vodafone is ending free public peering at DE-CIX. Data traffic will now be routed through its partner Inter.link – for a fee. What does this change in strategy mean for net neutrality and the quality of your stream?
Warning: The “Black Friday” trap in the office mailbox
Black Friday is full of dangerous traps lurking in office inboxes. Phishing emails disguised as great deals can lead to data theft and ransomware. Learn how to recognize these fraudulent emails immediately and effectively protect your business.
The worst-case scenario: How a massive data leak should shake us all up
A massive data breach is once again shaking the digital world. Millions of passwords and personal data are circulating – perhaps yours too. Our article shows you how to reliably check if you've been affected and what 5 steps you need to take immediately to prevent identity theft.
New Work & Moderne Karriere: Warum die Karriereleiter ausgedient hat
Die klassische Karriereleiter hat ausgedient. New Work fordert ein neues Denken: Skills statt Titel, Netzwerk statt Hierarchie. Erfahre, warum das "Karriere-Klettergerüst" deine neue Realität ist und wie du dich mit 4 konkreten Schritten zukunftssicher aufstellst.
Die Homeoffice-Falle: Warum unsichtbare Arbeit deine Beförderung gefährdet
Produktiv im Homeoffice, doch befördert wird der Kollege im Büro? Willkommen in der Homeoffice-Falle. "Proximity Bias" lässt deine Leistung oft unsichtbar werden. Lerne 4 Strategien, wie du auch remote sichtbar bleibst und deine Karriere sicherst – ganz ohne Wichtigtuerei.
Microsoft Loop in Teams: The revolution of your notes?
What exactly are these Loop components in Microsoft Teams? We'll show you how these "living mini-documents" can accelerate your teamwork. From dynamic agendas to shared, real-time checklists – discover practical use cases for your everyday work.
Offers 2024: Word & Excel Templates
