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Palantir Billionaire Peter Thiel Sells Nvidia and Tesla, and Buys an AI Stock Up 483,000% Since Its IPO

Thiel Macro now allocates 34% of assets to Microsoft, reflecting confidence in AI growth despite reducing Nvidia and Tesla holdings in Q3.

Summary by The Motley Fool
Key PointsNvidia has more than 80% market share in artificial intelligence (AI) accelerators. Tesla has a massive long-term opportunity in autonomous driving technology.Microsoft is monetizing artificial intelligence through software and cloud services.10 stocks we like better than Nvidia › Billionaire Peter Thiel is best known for his role in co-founding Palantir Technologies. But he also runs the hedge fund Thiel Macro, which made three intere…

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The Motley Fool broke the news in Alexandria, United States on Saturday, January 3, 2026.
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