Peter Thiel sells his Nvidia stake, cuts Tesla holding to buy this AI stock

Core Insights - Peter Thiel's hedge fund executed a significant portfolio overhaul in Q3 of 2025, indicating a strategic shift in investment focus [1] - The fund completely divested its holding in Nvidia, selling 537,742 shares, which reflects a notable change in its technology sector exposure [1] Company Actions - The hedge fund's decision to sell its entire Nvidia stake suggests a reevaluation of the company's future prospects or a shift towards other investment opportunities [1] - The timing of the sale, disclosed in November, highlights the fund's proactive management approach in response to market conditions [1]