15 days ago
Peter Thiel exits Nvidia stake amid AI market volatility. Billionaire investor Peter Thiel has fully exited his position in Nvidia, according to his latest 13F filing released around November 15, a surprising move that arrives as artificial intelligence stocks face mounting volatility and concentration fears.
The founder of Thiel LLC sold over 537,000 shares that constituted nearly 40% of his portfolio, while slashing his total reported equity holdings from $212 million in Q2 to $74.4 million in Q3—a reduction of almost two-thirds. The fund's dramatic restructuring left only three holdings: Tesla, Microsoft, and Apple, with turnover #PeterThiel #NVIDIA #AIStocks #MarketVolatility #TechInvesting #WallStreetexceeding 80% https://www.perplexity.ai/...
The founder of Thiel LLC sold over 537,000 shares that constituted nearly 40% of his portfolio, while slashing his total reported equity holdings from $212 million in Q2 to $74.4 million in Q3—a reduction of almost two-thirds. The fund's dramatic restructuring left only three holdings: Tesla, Microsoft, and Apple, with turnover #PeterThiel #NVIDIA #AIStocks #MarketVolatility #TechInvesting #WallStreetexceeding 80% https://www.perplexity.ai/...
SPY- Why You Should Ignore Misguided "Bubble" Talk
Is the market in a bubble? We may be due for a sustained correction, but it will be just that — a correction. Stocks are in a secular bull market, analogous to the second half of the 1990s as we have argued for almost three years, writes Nancy Tengler, CIO of Laffer Tengler Investments.
https://finance.yahoo.com/news/spy-why-ignore-misguided-bubble-050100827.html
1 month ago
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Experts warn AI investments may be entering bubble territory Growing chorus of financial analysts warn that artificial intelligence investments may be entering dangerous speculative territory, with prominent voices drawing stark parallels to the dot-com crash of 2000. The debate reached a crescendo this week as investor Lauren Taylor Wolfe declared the market "absolutely" in an AI bubble, while CNBC's Jim Cramer cautioned that speculation has reached "2000 territory." #AIBubbleDebate #AIMarketRisks #TechInvesting #AIInvestmentTrends #DotComLessons #AIFundingWave https://www.perplexity.ai/...
Warnings Abound! Wall Street Analysts: Definitely in an AI Bubble, Exhibiting All the Characteristics
①ImpactiveCapital, an investment firm, co-founder Wolf warned that the current enthusiasm surrounding artificial intelligence (AI) exhibits all the characteristics of a bubble; ②Wolf believes investors are underestimating the risks posed by the sharp increase in AI-related spending by major technolo..
https://news.futunn.com/en/post/63604564/warnings-abound-wall-street-analysts-definitely-in-an-ai-bubble
2 months ago
Tech giants bet on nuclear to power AI boom. AI’s soaring power needs are pushing Big Tech into nuclear—deals span reactor restarts, SMRs, and multi‑GW PPAs as policy tailwinds accelerate licensing and investment to secure clean, reliable baseload for data centers #AI #artificialintelligence #DataCenters #Energy #Nuclear #SMR #CleanEnergy #Grid #TechInvesting #Policy #ADVANCEAct #sustainability #Infra #PowerMarkets #CloudComputing https://www.perplexity.ai/...
