US EditionThiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
Thiel’s fund prefers AI application leaders Meta, Tesla, and Apple, avoiding Nvidia and Palantir infrastructure stocks, reallocating capital to builders, with Apple now 27% of holdings.
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Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
Quick Read Peter Thiel’s fund owns Meta (META), Tesla (TSLA) and Apple (AAPL) but holds no Palantir or Nvidia. This contrarian bet focuses on three AI application plays that use artificial intelligence rather than selling the infrastructure. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your…
The Only 3 AI Stocks Billionaire Peter Thiel's Hedge Fund Owns (Hint: Palantir or Nvidia Aren't on the List)
Key PointsDespite Thiel co-founding Palantir, the stock isn't in his hedge fund's portfolio. Neither is Nvidia, as of the end of Q3.However, Thiel's hedge fund still owns Tesla and initiated new positions in Microsoft and Apple.The billionaire probably likes Microsoft's focus on building products that integrate AI and Apple's huge install base.10 stocks we like better than Apple › Who are the most tech-savvy investors around? There are several c…
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