⚠️ Peter Thiel dumps all his Nvidia shares — more “smart money” steps back
Billionaire Peter Thiel has sold 100% of his Nvidia position, about 537K shares, which made up 40% of his entire fund. He rotated heavily into Microsoft, Apple, and partially Tesla, citing the same concern he’s repeated for months: AI valuations look like a bubble without real economic footing.
And he’s not alone.
What’s happening:
• Thiel exits completely — calls NVDA “overheated”
• SoftBank is reportedly selling its entire Nvidia stake
• Michael Burry is shorting Nvidia with 14% of his portfolio
When three investo
Billionaire Peter Thiel has sold 100% of his Nvidia position, about 537K shares, which made up 40% of his entire fund. He rotated heavily into Microsoft, Apple, and partially Tesla, citing the same concern he’s repeated for months: AI valuations look like a bubble without real economic footing.
And he’s not alone.
What’s happening:
• Thiel exits completely — calls NVDA “overheated”
• SoftBank is reportedly selling its entire Nvidia stake
• Michael Burry is shorting Nvidia with 14% of his portfolio
When three investo
