Peter Thiel's Fund Dumps Entire Nvidia Stake

Group 1 - The tech sector is the most significant focus for investors, followed by financials and health, with ongoing questions about the sustainability of the rally despite concerns of a potential bubble [2][3] - The 13F filings, required for investors with over $100 million, indicate an upward trajectory in the market during the third quarter, but there are lingering questions at the end of July, August, and September [3] - Notable winners in the third quarter include Nvidia, Alphabet, and Apple, while some tech stocks faced declines, such as Core, which dropped 21% following a disappointing earnings report [5][6] Group 2 - Berkshire Hathaway, led by Warren Buffett, increased its stake in Google while reducing its position in Apple, indicating a shift in investment strategy [6] - The macro fund associated with Peter Thiel exited its entire holding in NVIDIA during the third quarter, raising questions about the future performance of this stock [7]