Technology Stocks
The Trillion-Dollar Ghost: Why Singapore’s Sovereign Fund Cashed Out on Nvidia Too Soon
A deep dive into why Singapore’s sovereign wealth fund, Temasek, sold its Nvidia stock just before the AI boom, leaving billions on the table.
The $40 Billion Pivot: Why SoftBank’s Nvidia Sell-Off is a Masterclass in Strategy
SoftBank sold its Nvidia stake at the height of the AI boom. This post decodes the bold move, its link to the Arm IPO, and what it means for investors.