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
Mastering the INDIRECT function in Excel
The INDIRECT function in Excel converts text into a real reference. Instead of manually typing =January!E10, use =INDIRECT(A2 & "!E10"), where A2 contains 'January'. This allows you to easily create dynamic summaries for multiple worksheets.
The best remote maintenance tools for Windows and Mac
Which remote support tool is best for Windows & Mac? From TeamViewer and AnyDesk to Splashtop: We compare the top solutions for IT support and home office. Find the tool with the best performance, security, and the fairest price-performance ratio.
The discount trap: Why supermarket apps don’t give us anything for free
Supermarket apps like Lidl Plus lure customers with discounts. But we don't get anything for free. We pay with our most intimate shopping data. This data turns us into transparent consumers. Retailers use it to analyze and deliberately manipulate our purchasing behavior.
How digital identity turns citizens into objects of surveillance
We are trading privacy for convenience. Our digital identity – from e-IDs to social media likes – is becoming a tool. Corporations and governments are linking data, turning citizens into predictable and transparent objects of surveillance.
From assistant to agent: Microsoft’s Copilot
Copilot is growing up: Microsoft's AI is no longer an assistant, but a proactive agent. With "Vision," it sees your Windows desktop; in M365, it analyzes data as a "Researcher"; and in GitHub, it autonomously corrects code. The biggest update yet.
5 simple security rules against phishing and spam that everyone should know
Deceptively authentic emails from your bank, DHL, or PayPal? That's phishing! Data theft and viruses are a daily threat. We'll show you 5 simple rules (2FA, password managers, etc.) to protect yourself immediately and effectively and help you spot scammers.
Offers 2024: Word & Excel Templates
