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Peter Thiel has closed all positions in Nvidia in Q3.
On November 17, billionaire Peter Thiel has completely liquidated his holdings in AI giant NVIDIA, with relevant documents disclosed over the weekend. Currently, as tech valuations have been driven up by the AI boom, concerns over a bubble are intensifying. The documents show that Peter Thiel sold approximately 537,742 shares of NVIDIA between July and September, and his fund Thiel Macro's submitted 13F form indicates that as of September 30, he no longer holds any shares in NVIDIA. According to foreign media estimates based on NVIDIA's average stock price from July to September, the sale of these stocks amounted to nearly $100 million. The specific reasons for Thiel's sale of NVIDIA shares remain unclear. He has long been hailed as Silicon Valley's angel and “the godfather of venture capital,” a thinker in the investment world. Peter Thiel also significantly reduced his holdings in TSL from 272,613 shares to 65,000 shares, and bought 79,181 shares of Apple and 49,000 shares of Microsoft.