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
Import Stock Quotes into Excel – Tutorial
Importing stock quotes into Excel is not that difficult. And you can do a lot with it. We show you how to do it directly without Office 365.
Create Excel Budget Book – with Statistics – Tutorial
Create your own Excel budget book with a graphical dashboard, statistics, trends and data cut-off. A lot is possible with pivot tables and pivot charts.
Excel random number generator – With Analysis function
You can create random numbers in Excel using a function. But there are more possibilities with the analysis function in Excel.
Excel Database with Input Form and Search Function
So erstellen Sie eine Datenbank mit Eingabemaske und Suchfunktion OHNE VBA KENNTNISSE in Excel ganz einfach. Durch eine gut versteckte Funktion in Excel geht es recht einfach.
Enable developer tools in Office 365
Unlock developer tools in Excel, Word and Outlook. Expand the possibilities with additional functions in Office 365.
Dictate text in Word and have it typed
Dictating text in Word is much easier and faster than typing everything on the keyboard. Speech recognition in Word works just like external speech recognition software.
Offers 2024: Word & Excel Templates
