<div id="readability-page-1">Billionaire Peter Thiel just executed a massive change to his hedge fund’s portfolio.A new 13F filing shows Thiel Macro LLC has sold its entire stake in Nvidia (NVDA), offloading 537,742 shares worth about $100 million as of September 30th.The fund also fully exited Vistra Corp (VST), selling 208,747 shares worth about $40 million.In addition, Thiel Macro LLC reduced its Tesla (TSLA) position by 76%, selling 207,613 shares worth about $92 million.Meanwhile, Thiel initiated a new position in Microsoft (MSFT) in Q3, purchasing 49,000 shares worth about $25 million.The fund also acquired a new stake in Apple Inc. (AAPL), buying 79,181 shares also worth $20 million.These purchases signal a shift toward established tech leaders amid an overall portfolio reduction of about $138 million.In a June interview with the New York Times, Thiel said he’s still a proponent of the stagnation thesis.Despite the promise of AI, Thiel says it has not delivered the transformative breakthroughs needed to accelerate progress beyond the slowed velocity seen since the 1970s.</div>

AAPB

AAPD

Billionaire Peter Thiel's hedge fund, Thiel Macro LLC, has made significant portfolio changes, selling its entire stakes in Nvidia and Vistra, and reducing its Tesla holdings by 76%. The fund has initiated new positions in Microsoft and Apple, signaling a shift towards established tech leaders. This move aligns with Thiel's belief in the stagnation thesis, despite the potential of AI.

The Daily Hodl

Vistra

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

Apple

Microsoft

NVIDIA

Tesla

Billionaire Peter Thiel Abruptly Pours $45,000,000 Into Two Tech Giants – While Dumping $206,000,000 Stake In Nvidia, Tesla and Vistra