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: 0.216s | source

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iammjm ◴[16 Nov 25 22:15 UTC] No.45948940[source]▶

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

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EarlKing ◴[16 Nov 25 22:19 UTC] No.45948968[source]▶

>>45948940 #

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...

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1. NicoJuicy ◴[16 Nov 25 23:09 UTC] No.45949299[source]▶

>>45948968 #

I don't think it's a bubble.

Thiel sold Palantir which is ridiculously overrated ( 1740.10 pe ).

Additionally, NVIDIA is going to get some competition for AMD. Or even Broadcom ( see TPU's from Alphabet)

He bought Microsoft, which has both AMD and NVIDIA for inference.

His sales aren't about selling AI. Just some bets cashing out.

Microsoft, Amazon, ... All can't build infrastructure quickly enough and they even admit in quarterly earnings that it's a bottleneck for now.

And they all grew a lot ( 20-40% )

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