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.
Apparently this is in the wake of OpenAI pivoting to a consumer-facing ad business, away from trying to disrupt every white collar worker on the planet. I would say that still points to a bubble beginning to pop.
