Peter Thiel sells off all Nvidia stock, stirring bubble fears

I think people like Peter Thiel has the insider view of the whole sector, so I would not discount this just because I don’t align with him on political stuffs.

But again we never know his real positions.

I agree that it's very difficult to fully understand what his real positions are, and interestingly I think he clearly wants that to be the case. Peter Thiel is interested in and has actually written extensively about Straussianism which is an intellectual movement obsessed with analyzing esoteric meanings in philosophical literature.