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US filing: Peter Thiel's Thiel Macro sold 537,742 Nvidia shares, worth ~$100M as of September 30, during Q3, amid rising concerns about an AI investment bubble

Peter Thiel's hedge fund Thiel Macro LLC sold off its holdings in Nvidia Corp. during the third quarter, marking another retreat …

Bloomberg

Discussion

  • @_investinq @_investinq on x
    Peter Thiel just sold all his Nvidia shares and almost all his Tesla shares. His total amount of money in US stocks went from $212 million down to $74 million which means he got rid of about two thirds of his stock holdings. Nvidia is already up over 35% this year and that's
  • @quinnypig Corey Quinn on x
    Can someone give a coherent explanation how building this astounding amount of compute isn't simply building a bridge to nowhere? What's it supposed to unlock past “more AI?”