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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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Technology
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They’re about a 2/3rds majority in the consumer and workstation market, and that’s not insignificant, but that’s also not a significant part of their revenue by this point, nor is it why their stock makes up a terrifying percentage of the S&P 500.
If their revenue returned to just being that, they’d basically cease to be a relevant company and their stock price would crater. It’s a decent business to be in, but, it’s not a infinite growth, line goes up forever, business to be in.