To shreds you say?
this post was submitted on 17 Nov 2025
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Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears
(www.investing.com)
And how’s his wife?
To shreds you say?
when you see the rats running from the end of the ship that's settling a little lower in the water... that water ain't outside the hull anymore.
*Scooby-Doo voice
ruh oh
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.

