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Peter Thiel sells off all Nvidia stock, stirring bubble fears

(www.thestreet.com)
212 points hypeatei | 1 comments | 16 Nov 25 21:19 UTC | HN request time: 0.32s | source
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awestroke ◴[16 Nov 25 22:03 UTC] No.45948842[source]▶
Probably wants more liquidity to funnel into the pain and suffering industry
replies(1): >>45948893 #
jameslk ◴[16 Nov 25 22:10 UTC] No.45948893[source]▶
No need to guess, the article literally states where the money went:

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

replies(2): >>45949230 #>>45949264 #
1. jmye ◴[16 Nov 25 23:05 UTC] No.45949264[source]▶
Moving into Apple, given the potential risk/uncertainty in a new CEO and no real new revenue streams, is an interesting choice. I guess maybe it feels relatively safe? But even then, if there's any real downturn, they seem pretty at risk, as the 'luxury' brand.