Masayoshi Son's Nvidia bet is putting junior analysts in the crosshairs. Yahoo Finance reported that 66% of Son's $18 billion U.S. portfolio is invested in Nvidia—an enormous vote for AI infrastructure. AI can already draft the investment thesis, but the real question is who still gets paid to build it. Is Son threatening junior analysts, or exposing how replaceable their work has become? Pick a side in the comments—silence is a position.
