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
The heart of AI regulation: What is the EU’s new “AI office”?
The new EU AI Office (European AI Office) is the central authority for enforcing and monitoring the AI Act. It regulates high-risk AI and general-purpose AI models (GPAI), coordinates EU member states, and promotes trustworthy AI innovation in Europe.
More than just a password: Why 2-factor authentication is mandatory today
Why is two-factor authentication (2FA) mandatory today? Because passwords are constantly being stolen through data leaks and phishing. 2FA is the second, crucial barrier (e.g., via an app) that stops attackers – even if they know your password. Protect yourself now!
Beware of phishing: Your PayPal account has been restricted.
Beware of the email "Your PayPal account has been restricted." Criminals are using this phishing scam to steal your login information and money. They pressure you into clicking on fake links. We'll show you how to recognize the scam immediately and what to do.
Excel Tutorial: How to quickly and safely remove duplicates
Duplicate entries in your Excel lists? This distorts your data. Our tutorial shows you, using a practical example, how to clean up your data in seconds with the "Remove Duplicates" function – whether you want to delete identical rows or just values in a column.
Who owns the future? AI training and the global battle for copyright.
AI companies are training their models with billions of copyrighted works from the internet – often without permission. Is this transformative "fair use" or theft? Authors and artists are complaining because AI is now directly competing with them and copying their styles.
Dynamic ranges in Excel: OFFSET function
The OFFSET function in Excel creates a flexible reference. Instead of fixing =SUM(B5:B7), the function finds the range itself, e.g., for the "last 3 months". Ideal for dynamic charts or dashboards that grow automatically.
Offers 2024: Word & Excel Templates
