Peter Thiel sells off all Nvidia stock, stirring bubble fears • Hacker News Board

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#11

Post by scrps » Sun, Nov 16, 2025, 10:01 PM UTC

FrankWilhoit wrote: post #2

When someone like this does something like this, it is not an economic act. It is a signal of some kind, a move in an opaque chess game, whose players are nowhere near as smart as they think they are.

I always thought the opposite was true like whales breaking up orders for various reasons like not moving the market too much over things like portfolio adjustments, secrecy, etc?

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#12

Post by surgical_fire » Sun, Nov 16, 2025, 10:02 PM UTC

buybuybuy wrote: post #5

Should we all buy stock in Nvidia now? It’s not like Peter Thiel is Warren Buffet or anything. And Warren Buffett is buying Alphabet.

Yes, you should. Every grift needs bagholders.

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#13

Post by standardUser » Sun, Nov 16, 2025, 10:03 PM UTC

Maybe it means something if it's insider trading, but otherwise I'm not taking advice from a man who is clearly haunted by some political obsession and willing to act against his own financial interest in pursuit of it.

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#14

Post by toxicdevil » Sun, Nov 16, 2025, 10:03 PM UTC

> Over 537,000 shares, which represent nearly 40% of the entire portfolio

@190/share this is $102 million

Also: > Vistra Energy, another 19% chunk, was wiped out as well.

> Moreover, the fund’s turnover hovered over 80%, leaving just three holdings: Tesla, Microsoft, and Apple.

Some would argue that tesla is a bigger bubble.

> his personal net worth is an eye-popping $16.3 billion as of 2025.

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#15

Post by awestroke » Sun, Nov 16, 2025, 10:03 PM UTC

Probably wants more liquidity to funnel into the pain and suffering industry

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#16

Post by jameslk » Sun, Nov 16, 2025, 10:04 PM UTC

> That’s why Thiel rotated into Microsoft and Apple, tech giants with more diversified revenue streams, cloud scale, devices, and software.

These are supposed to be a hedge against a presumed AI bubble? Seems half hearted at best

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#17

Post by ytrt54e » Sun, Nov 16, 2025, 10:06 PM UTC

Paperwork filed after market closed on Friday... some might take it as a bad omen, but Nvidia is showing as up 1/2% after hours.

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#18

Post by adrianco » Sun, Nov 16, 2025, 10:07 PM UTC

It’s a bubble. Buy low and sell high. Right now, holding cash is the safe option. You can predict that the bubble will burst, but not when. However with the US being run by someone who is poking everything with sharp implements I think it bursts sooner.

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#19

Post by Animats » Sun, Nov 16, 2025, 10:08 PM UTC

One to zero, here we come?

Re: Peter Thiel sells off all Nvidia stock, stirring bubble fears

#20

Post by TheAlchemist » Sun, Nov 16, 2025, 10:10 PM UTC

buybuybuy wrote: post #5

Should we all buy stock in Nvidia now? It’s not like Peter Thiel is Warren Buffet or anything. And Warren Buffett is buying Alphabet.

Warren Buffett is buying Alphabet out of neceessity - he already sold most of what he could sell and has way too much cash on hand - he just need to buy 'something' - Alphabet seems like the least overvalued big stock out there.