Peter Thiel Is Reportedly Dumping Nvidia Stock Amid AI Bubble Jitters

Peter Thiel Is Reportedly Dumping Nvidia Stock Amid AI Bubble Jitters

By Ece Yildirim
Publication Date: 2025-11-17 18:05:00

Peter Thiel is the latest investor to sell off Nvidia shares.

According to regulatory filings, the billionaire’s hedge fund, Thiel Macro, has offloaded its entire stake in Nvidia. The firm has sold 537,742 shares in its third quarter, which would have been worth around $100 million, according to Reuters estimates.

There are many reasons why investors might decide to sell off their stake in a company, and not all of those reasons are worth giant alarm bells. But it does pique interest when those stakes belong to the world’s most valuable company, and the decision comes mere days after another high-profile investor selloff.

Just last week, prominent Japanese investor SoftBank shared that it sold its entire stake in the chipmaker. The firm said that it raked in $5.83 billion from the sale of 32.1 million Nvidia shares in October. The sale was apparently made to fund a multibillion-dollar investment in OpenAI, on top of the billions the firm has already invested in the tech giant. SoftBank and OpenAI are also partners under the Trump-backed data center build-out plan known as Stargate.

Nvidia is considered the ultimate AI darling. It’s a company that hit $5 trillion market value by riding the AI wave, and it holds a central position in the industry as the primary global supplier of highly coveted AI chips. As a result, any perceived distrust in Nvidia’s trajectory is taken as a negative sign for the AI industry overall.

It’s not entirely…