Thiel Dumps Nvidia In Shocking AI Bubble Move
from What the Sigma
Peter Thiel just slammed the brakes on Nvidia, dumping nearly $100 million in stock while the rest of Wall Street races toward AI hype. His Founders Fund cut its Nvidia shares by 40%, calling AI’s boom a two-decade bubble, and is now betting on steady giants like Microsoft and Apple instead. Meanwhile, Nvidia’s sales are skyrocketing, but Thiel’s massive exit feels like a huge “wait a minute” moment in this AI frenzy.
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This episode was published on November 18, 2025.
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