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Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears
(www.investing.com)
this post was submitted on 17 Nov 2025
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This goes back to September.
Don't make actions today based on something someone did months ago. Look at the situation now.
Nvidia is still being given piles of money. Everybody knows it's gonna blow eventually... but if there's a dip today it will rise again until a real crash once buyers stop paying.
DRAM going to the moon right now over demand is not a good sign of nvidia losing steam any time soon.
People are way too pessimistic about AI. NVIDIA is going to sell GPUs by the truckload until research finds a way around CUDA.
Sure, the pace of big leaps has slowed, but I liken this phase to the early 1900s. Cars were slow and unreliable, but once the technology took foothold and the 4th Industrial Revolution really took off, look how much progress was made. We went to the moon by the 60s.
Interesting comparison, but how many of the original car companies are still around today? And did those early car companies inflate and manipulate the stock market?- they probably weren’t even publicly traded in the early days.
I think a crash is on its way regardless of how successful AI will be decades into the future