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

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

#31

Post by pojzon » Sun, Nov 16, 2025, 10:17 PM UTC

scarmig wrote: post #24

TheAlchemist wrote: post #20

Earlier quoted context omitted.

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.

Is he required to buy stock? AFAIK he could just as well hold cash or bonds, and if he believes a bubble pop is imminent (within the next couple months), that would be a responsible move.

Thing is, people dont know what will happen if this bubble bursts.

Its so big that it could take with it whole global market.

There is no safe asset you can turn into in such a case, digital money would literally mean nothing when whole financial system collapses.

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

#32

Post by bookofjoe » Sun, Nov 16, 2025, 10:18 PM UTC

pinkmuffinere wrote: post #25

toxicdevil wrote: post #14

> 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…

PayPal mafia be tight

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

#33

Post by jamesblonde » Sun, Nov 16, 2025, 10:18 PM UTC

iammjm wrote: post #28

Peter Thiel the guy that believes that the literal biblical antichrist is walking amongst us? How much rational thought can one really expect from this guy? I am not questioning AI being a good investment or not, I am questioning this dude's sanity

He's scarily sane. I am not joking when I say he invented the anti-christ thing as a way to entrench the billionaire class. He's basically saying the anti-christ will be somebody who want to solve the world's problems through collective action. So collective action is bad. We are in such an unbalanced world, that that is the best argument he can come up with for why we should allow such wealth inequality in society.

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

#34

Post by EarlKing » Sun, Nov 16, 2025, 10:19 PM UTC

iammjm wrote: post #28

Peter Thiel the guy that believes that the literal biblical antichrist is walking amongst us? How much rational thought can one really expect from this guy? I am not questioning AI being a good investment or not, I am questioning this dude's sanity

Then how about SoftBank[1]... are they irrational? Or Michael Burry[2] who shorted Nvidia and Palantir before concluding the market is once against being irrational and selling his positions and closing his hedge fund... is he irrational?

The people in a position to know are telling you something: This is a Bubble, and they're getting the hell out while they're ahead. You should do the same.

--

[1] https://www.cnbc.com/2025/11/11/softbank-sells-its-entire-st...

[2] https://finance.yahoo.com/news/big-shot-michael-burrys-ai-14...

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

#35

Post by dyauspitr » Sun, Nov 16, 2025, 10:19 PM UTC

iammjm wrote: post #28

Peter Thiel the guy that believes that the literal biblical antichrist is walking amongst us? How much rational thought can one really expect from this guy? I am not questioning AI being a good investment or not, I am questioning this dude's sanity

[flagged]

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

#36

Post by jameslk » Sun, Nov 16, 2025, 10:22 PM UTC

adrianco wrote: post #18

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.

Cash is just another asset class, and since becoming a pure fiat it’s never been a good one: https://fred.stlouisfed.org/series/CPIAUCSL

Given the fiscal dominance we’re in now that pretty much guarantees higher rates of inflation in the future, I think there’s much better places to place your money if you want to diversify. At least cash equivalents would be better

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

#37

Post by gooseus » Sun, Nov 16, 2025, 10:24 PM UTC

iammjm wrote: post #28

Peter Thiel the guy that believes that the literal biblical antichrist is walking amongst us? How much rational thought can one really expect from this guy? I am not questioning AI being a good investment or not, I am questioning this dude's sanity

When it comes to his Antichrist schtick I say "takes one to know one".

Also, Thiel seems like the sort of guy with the money and connections to pop the AI bubble whenever he believes it'd be advantageous, whether that is the product of a rational mind seems to be beside the point.

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

#38

Post by thrwaway55 » Sun, Nov 16, 2025, 10:25 PM UTC

EarlKing wrote: post #34

iammjm wrote: post #28

Peter Thiel the guy that believes that the literal biblical antichrist is walking amongst us? How much rational thought can one really expect from this guy? I am not questioning AI being a good investment or not, I am questioning this dude's sanity

Then how about SoftBank[1]... are they irrational? Or Michael Burry[2] who shorted Nvidia and Palantir before concluding the market is once against being irrational and selling his positions and closing his hedge fund... is he irrational? The people in a position to know are telling you something: This is a Bubble, and they're getting the hell out while they're ahead. You should do the same. -- [1] https://www.cnbc.c…

Burry was underwater on that trade though and likely did it to avoid some paperwork revealing positions. He folded because he can't time it, if he was confident he was right he wouldn't have folded and we'd have another movie about him.

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

#39

Post by dmix » Sun, Nov 16, 2025, 10:26 PM UTC

hactually wrote: post #9

I'd say he's wanting to lock in those gains. Diamond hands are different when you're up 100s of millions on a single stock.

Yeah everyone wants a conspiracy when the obvious signal is that he already made insane amounts of money off the stock spiking so high and he wants to diversify it on other stuff instead of continuing to gamble on a big one. Which is also what the article says he is doing.

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

#40

Post by rvz » Sun, Nov 16, 2025, 10:27 PM UTC

iammjm wrote: post #28

Peter Thiel the guy that believes that the literal biblical antichrist is walking amongst us? How much rational thought can one really expect from this guy? I am not questioning AI being a good investment or not, I am questioning this dude's sanity

The best explaination is that Thiel, Softbank and Huang are selling before a risky Nvidia earnings release that could result in an indication that the AI boom is going to collapse.