SoftBank's $5.8B divestment from $NVIDIA(NVDA)$ sent shockwaves through tech stocks, with AI-related shares taking a nosedive. But let's not get it twisted - this isn't an AI exit strategy. They're just shifting gears to pour capital into infrastructure plays like $Oracle(ORCL)$ and $Microsoft(MSFT)$ -backed OpenAI. Want exposure to OpenAI? Buying $Microsoft(MSFT)$ shares might be the smartest workaround given their 33% stake. The market's hyperventilating over the sell-off while missing the real playbook rewrite. Looks like Christmas came early for $Microsoft(MSFT)$ bulls!
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