By Unknown
Publication Date: 2025-11-27 09:26:00
Key Points
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Thiel Macro, a hedge fund led by billionaire Peter Thiel, sold its entire stake in Nvidia during the third quarter and started a new position in Microsoft.
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Several Nvidia customers have designed custom artificial intelligence (AI) accelerators, but those chips have a major downside that many analysts believe will allow Nvidia to maintain its dominance.
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Microsoft is monetizing AI through its software and cloud computing businesses, and the stock currently trades at a modest discount to its historical valuation.
Billionaire Peter Thiel is best known for his role in cofounding Palantir Technologies. But he also runs hedge fund Thiel Macro, which sold its entire stake in Nvidia(NASDAQ: NVDA) during the third quarter and reinvested the proceeds into Microsoft(NASDAQ: MSFT), a stock that has advanced 476,900% since its IPO in March 1986.
I think Thiel’s hedge fund abandoned Nvidia too early, but Microsoft is well positioned to benefit from the artificial intelligence (AI) revolution, even after achieving phenomenal gains over the last four decades. Here’s what investors should know.
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Nvidia: The stock Peter Thiel sold
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