Peter Thiel dumps his entire Nvidia stock, stirring bubble fears

    https://www.thestreet.com/investing/peter-thiel-dumps-top-ai-stock-stirring-bubble-fears

    Posted by BosSF82

    37 Comments

    1. “…. Thiel Macro LLC, which held nearly $74.4 million in long U.S. stocks as of Q3, which is down remarkably from $212 million in Q2. “

      Bro…. This guy needs to go work at Wendy’s

    2. probably got into a bitchy catfight with Altman

      also, Peter Thiel survives off the blood harvested from the young twinks caged in his basement

    3. The files are coming and he knows AI isn’t good enough yet to disprove what’s about to hit the mainstream

    4. He’s taking the money and buying Oracle. Oracle is about to announce a $100 trillion lease of NVDA chips. NVDA is then making an investment of $200 trillion in OpenAi.

      Think about to beat Elon to be a trillionaire.

    5. Not going to lie every single Nvidia option for this calendar year 2025 is juiced to the tits. Calculated estimated realized mean vol for NVDA is something like 45%. Good luck finding any option on any strike for $NVDA that isn’t <50% IV. That means you are losing 5% at least on every NVDA option right now. Like buying a brand new vehicle and driving it off the lot. From my review, not all the large caps are like that. NVDA, QQQ option are juiced with premium.

    6. Is Peter Thiel a renowned investor and I’m unaware of it? I thought he earned his fortune being a good programmer with a viable business at the exact right .01% of history.

    7. smellyfingernail on

      Burry being liquidated out of his shorts right before he might be proven right top tier hilarity

    8. So he sold $100M of NVDA shares which represents 0.00217% of Nvidia’s market cap of $4.6 trillion. It’s laughably small compared to softbank’s selloff this past quarter.

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