Tag: Thiel Macro

Peter Thiel’s Nvidia Exit: Signal of an AI Bubble at the Tipping Point?

AI Bubble Mark Lagarde -
When FinTelegram’s recent investor briefing outlined a tail-risk “AI bubble crash” scenario, it was a macro thought experiment. Peter Thiel’s Thiel Macro LLC now adds a very real data point: according to SEC filings, the fund sold its entire Nvidia stake – around 537,742 shares worth roughly $100 million – during Q3 2025 .