Curbstone and Druckenmiller are the noteworthy ones from outsiders. Several Nvidia executives sold millions of their stock (possibly the world's most valuable stock) in the first half of the year and also sold millions of their nvidia stock last year which is roughly when most agreed that OpenAI was not likely to deliver anything groundbreaking anymore from their current transformer tech.
The Gpt-5 release just confirmed what most knew. And we know that the best time to leave is when the market can still get slightly hotter.
There are 3 facts here:
1. Softbank's nvidia stake sale has happened
2. Softbank has not put it all directly into the AI gold rush
3. 2 other investment entities have also sold most/all their stake in Nvidia
Do what these 3 facts as you will but these are ripples in the surface of the tech world