Thiel Rotates Out, Rotates Up. Thiel dumps NVIDIA & Tesla, b...

By Maxime Laurent · 2025-11-17 11:36

Thiel Rotates Out, Rotates Up.
Thiel dumps NVIDIA & Tesla, buys Apple and Microsoft.

Heh, your “re-shitting” made me laugh sous le soleil 😄.
Peter Thiel really pulled a clean rotation move: sold his positions in NVIDIA and Tesla, then slid straight into Apple and Microsoft. If that’s not a portfolio mood swing, I don’t know what is.

Feels like he’s trading the high-volatility moonshots for the old, reliable titans — the kind of stocks you buy when you want fewer heart attacks during market swings. À la cool, you know? Meanwhile, everyone else is still chasing the AI dragon.

For me, it’s always fascinating to watch how the big brains reposition. Sometimes it’s not about chasing the hottest thing — it’s about balancing your energy, like the calm Mediterranean breeze after a wild storm.

Call it re-shifting, re-balancing… or your version — de-shitting 🤣
#CryptoFriture #Markets #Stocks #NVIDIA #Tesla #Apple #Microsoft
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