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Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears
(www.investing.com)
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this post was submitted on 17 Nov 2025
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Microsoft, Oracle, Nvidia, AMD, etc. all inking new partnerships to generate a headline and valuation increase. Meanwhile AI companies PE ratios creep upward.
The top few companies can only helicopter cash at eachother for so long before the bubble eventually busts. That's not new income being generated, it's more akin to check-kiting in a public trading context.