←back to thread

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: 0.21s | source
Show context
amelius ◴[16 Nov 25 23:05 UTC] No.45949274[source]▶
It would make sense if he used to money to buy TSMC or ASML instead.
replies(2): >>45949344 #>>45949543 #
1. bgwalter ◴[16 Nov 25 23:18 UTC] No.45949344[source]▶
Assuming he is correct (I think he is) and Nvidia goes down sharply, it will take AMD, Intel etc. with it. Usually the equipment makers and fabs go down with them, many times even at a higher percentage.