Palantir Billionaire Peter Thiel Dumped Nvidia and Bought This Other Magnificent Stock Instead -- Even as Warren Buffett Was Selling It Before Retiring

• During the 3rd quarter, Peter Thiel's hedge money sold retired of Nvidia and initiated a presumption successful Apple.

• Apple's maturation has been sluggish passim the artificial quality (AI) revolution, particularly compared to Nvidia.

• Nvidia is cheaper than Apple based connected valuation metrics, but that doesn't needfully marque it the safer bargain close now.

• 10 stocks we similar amended than Nvidia ›

Peter Thiel is 1 of the astir iconic Silicon Valley investors. The entrepreneur's archetypal assertion to fame was serving arsenic a co-founder of PayPal with nary different than the then-unknown Elon Musk.

After minting a luck done his PayPal ownership, Thiel moved into a nonrecreational capitalist role. Perhaps his astir lucrative opportunities came from being the archetypal extracurricular superior invested successful Facebook (now Meta Platforms) arsenic good arsenic co-founding information analytics specializer Palantir Technologies.

Today, the tech savant manages superior done a hedge fund, called Thiel Macro. According to the fund's astir caller 13F filing, Thiel wholly exited his presumption successful Nvidia (NASDAQ: NVDA) during the 3rd 4th -- selling 537,742 shares.

Interestingly, Thiel swapped his vulnerability to the astir influential subordinate successful the artificial quality (AI) arena for a involvement successful Apple (NASDAQ: AAPL) -- a banal that Warren Buffett had been trimming anterior to his retirement.

Let's excavation into what whitethorn person influenced these decisions and measure if maturation investors should travel Thiel's playbook.

When OpenAI commercially launched ChatGPT connected Nov. 30, 2022, Nvidia sported a marketplace capitalization of conscionable $345 billion. As of this penning (Jan. 7), Nvidia's marketplace worth is $4.6 trillion -- making it the astir invaluable institution successful the world.

While Nvidia's gross and net proceed to shatter its ain records, underlying enactment successful the banal suggests investors whitethorn beryllium getting a spot leery -- and the rally whitethorn yet beryllium fading aft 3 years. Since Nvidia reported net for its fiscal 3rd 4th connected Nov. 19, 2025, shares person risen by a alternatively pedestrian 1.7%.

My suspicion is that maturation investors are progressively weighing the interaction contention from different GPU designers specified arsenic Advanced Micro Devices arsenic good arsenic customized application-specific integrated circuit (ASIC) designers similar Broadcom could person connected Nvidia's trajectory.

Indeed, Nvidia has galore opportunities beyond AI accelerators and information centers. However, the timeline and value of immoderate imaginable upside from emerging applications stay large question marks astatine the moment.