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Microsoft (MSFT) Stock: Palantir Billionaire Thiel Exits Nvidia and Tesla for AI Giant
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Microsoft (MSFT) Stock: Palantir Billionaire Thiel Exits Nvidia and Tesla for AI Giant
TLDR Peter Thiel’s hedge fund Thiel Macro sold its entire Nvidia position and 76% of its Tesla stake in Q3 Thiel started a new position in Microsoft, which now represents 34% of his fund’s invested assets Microsoft reported fiscal Q4 2025 earnings of $3.65 per share on $76.44 billion revenue, up 18% year-over-year Azure cloud revenue grew 39% year-over-year, reaching $46.7 billion in the quarter Microsoft stock trades around $473, down 2% from …
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