So not 4d chess ?

Interesting. Do you have any examples?

I always thought the opposite was true like whales breaking up orders for various reasons like not moving the market too much over things like portfolio adjustments, secrecy, etc?

"Someone like this" leaves a ton to the reader's imagination.

Palantir is looking to buy the American Red Cross, for... other reasons.

Yes, you should. Every grift needs bagholders.

Warren Buffett is buying Alphabet out of neceessity - he already sold most of what he could sell and has way too much cash on hand - he just need to buy 'something' - Alphabet seems like the least overvalued big stock out there.

Yeah everyone wants a conspiracy when the obvious signal is that he already made insane amounts of money off the stock spiking so high and he wants to diversify it on other stuff instead of continuing to gamble on a big one. Which is also what the article says he is doing.

Ya Im shocked he continues to hold Tesla…

So this 'portfolio' is <200M on a net worth of 16B? This is like someone worth 1M selling $600 worth of stock.

No need to guess, the article literally states where the money went:

> That’s why Thiel rotated into Microsoft and Apple, tech giants with more diversified revenue streams, cloud scale, devices, and software.

He is diversifying away from a pure AI play. The amount of diversification is relatively low, so he probably still believes in AI, just feels it is slightly overhyped.

Personally I agree it’s too small of a move, but different people have different beliefs and different tolerance for risk.

Cash is just another asset class, and since becoming a pure fiat it’s never been a good one: https://fred.stlouisfed.org/series/CPIAUCSL

Given the fiscal dominance we’re in now that pretty much guarantees higher rates of inflation in the future, I think there’s much better places to place your money if you want to diversify. At least cash equivalents would be better

How are you so sure it is a bubble?

He's scarily sane. I am not joking when I say he invented the anti-christ thing as a way to entrench the billionaire class. He's basically saying the anti-christ will be somebody who want to solve the world's problems through collective action. So collective action is bad. We are in such an unbalanced world, that that is the best argument he can come up with for why we should allow such wealth inequality in society.

Then how about SoftBank[1]... are they irrational? Or Michael Burry[2] who shorted Nvidia and Palantir before concluding the market is once against being irrational and selling his positions and closing his hedge fund... is he irrational?

The people in a position to know are telling you something: This is a Bubble, and they're getting the hell out while they're ahead. You should do the same.

--

[1] https://www.cnbc.com/2025/11/11/softbank-sells-its-entire-st...

[2] https://finance.yahoo.com/news/big-shot-michael-burrys-ai-14...

He’s just saying that because the base is retarded and will fall for it. He’s more of a traditionally evil charlatan, not dumb though.

When it comes to his Antichrist schtick I say "takes one to know one".

Also, Thiel seems like the sort of guy with the money and connections to pop the AI bubble whenever he believes it'd be advantageous, whether that is the product of a rational mind seems to be beside the point.

The best explaination is that Thiel, Softbank and Huang are selling before a risky Nvidia earnings release that could result in an indication that the AI boom is going to collapse.

Is there an opposite to the halo effect? Stupidity in one area doesn't mean they're stupid in another

Judge him based on his investing skill here

I expect continued economic performance from a guy who went from nothing to... $25B was the latest number I heard.

Empirically, I don't think Christians do worse investments than us atheists, so rationally speaking I don't think it's much of a factor.

No he doesn’t believe that the literal biblical Antichrist is walking amongst us. Uncharitable take

The news is that a whale is dumping, not that the whale is making a rational decision. We all know the market isn't rational in the short term, merely efficient in the long term. And we all suspect (as does Thiel!) that NVDA is unsustainably priced.

So if the whale is dumping, maybe smaller investors will dump too. Maybe we should too.

It's so bizarre how a gay billionaire helping build artificial intelligence, owning a surveillance empire, and basically trying to put the mark of the beast on everyone is also yelling about the antichrist. If you were a bible-believing Christian, you'd think he was a top 5 candidate.

Mentioning the antichrist would probably move him up to at least top 3. Isn't the antichrist supposed to pretend he's fighting the antichrist in modern popular Pentacostal/Charismatic eschatology?

I mean if I were a Christian I wouldn’t be surprised that the anti Christ is among us. The only difficulty is to pick which one of them is.

But I’m an atheist so I don’t care about it.

Thiel is worth 25 Bn according to some sources, 16 Bn according the article.

In this case surely there will be an AI correction before Thiel runs out of money.