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Probably wants more liquidity to funnel into the pain and suffering industry
> That’s why Thiel rotated into Microsoft and Apple, tech giants with more diversified revenue streams, cloud scale, devices, and software.
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.
> 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
Personally I agree it’s too small of a move, but different people have different beliefs and different tolerance for risk.
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.
> 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.
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?
> 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.
Ya Im shocked he continues to hold Tesla…