Group 1 - Billionaire Peter Thiel has completely sold his stake in AI giant Nvidia, with filings revealing he sold approximately 537,742 shares between July and September, amounting to nearly $100 million based on average stock prices during that period [1][2] - Thiel has also significantly reduced his holdings in Tesla from 272,613 shares to 65,000 shares, while acquiring 79,181 shares of Apple and 49,000 shares of Microsoft [1] - The recent actions by Thiel come amid rising concerns over a potential tech bubble driven by AI hype, with investors worried about how AI companies like OpenAI will manage their substantial spending commitments exceeding $1 trillion [2] Group 2 - Thiel's divestment from Nvidia follows a similar move by SoftBank, which also cleared its Nvidia holdings just a week prior [2] - Notable investor Michael Burry has disclosed short positions against Nvidia and Palantir, indicating a growing skepticism in the market regarding these tech stocks [2] - Thiel has previously warned about Nvidia's high valuation, comparing the current surge in tech stock valuations to the dot-com bubble of 1999-2000 [2]
又一大佬离场！“硅谷创投教父”清仓英伟达，买入苹果和微软