Synopsis
Peter Thiel has fully exited Nvidia in Q3. He sold all 537,742 shares worth nearly $100 million. The stake made up almost 40% of his fund. Thiel Macro cut its US equity holdings from $212 million to $74 million. SoftBank also dumped its entire $5.8 billion Nvidia stake. Michael Burry added pressure by taking put positions tied to Nvidia and Palantir. Nvidia remains the core of the AI trade, but these exits signal rising caution. Investors now fe ..
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Is the bubble finally about to burst?
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