You know what's wild? Masayoshi Son, the guy who runs SoftBank, apparently got emotional—like, genuinely teared up—when discussing the company's decision to offload its Nvidia position.

Think about that for a second. This is the same visionary who went all-in on tech bets that shaped entire industries. But sometimes the market forces your hand, right? SoftBank found itself in a spot where liquidating that Nvidia stake became necessary, despite what must have been Son's gut feeling about the chipmaker's trajectory.

The timing's particularly interesting when you consider Nvidia's dominance in AI infrastructure and high-performance computing—sectors that underpin everything from machine learning to crypto mining operations. Letting go of that exposure? That's got to sting, especially watching where the stock went afterward.

It's one of those moments that reminds you even the biggest players have to make tough calls. Capital allocation isn't always about what you believe in—sometimes it's about what the balance sheet demands. And when you're managing a portfolio at that scale, sentiment takes a backseat to strategy, no matter how much it hurts.