ChainThink report, on November 17, billionaire Peter Thiel has sold all his holdings in AI giant NVIDIA, with the related documents disclosed over the weekend. Currently, as tech valuations are being pushed higher by the AI boom, concerns about a bubble are intensifying.

The documents show that Peter Thiel sold approximately 537,742 shares of NVIDIA between July and September. The 13F filing submitted by his fund Thiel Macro indicates that as of September 30, he no longer held any NVIDIA shares. According to foreign media calculations based on NVIDIA's average stock price during July to September, the proceeds from the sale of these shares are close to $100 million. The specific reasons for Thiel's sale of NVIDIA shares remain unclear. He has long been hailed as an angel in Silicon Valley and the "godfather of venture capital," as well as a thought leader in the investment community.

Peter Thiel also significantly reduced his stake in Tesla (TSLA.O) from 272,613 shares to 65,000 shares, and separately purchased 79,181 shares of Apple (AAPL.O) and 49,000 shares of Microsoft (MSFT.O).

Notably, according to previous announcements, Bridgewater Fund also significantly reduced its holdings in NVIDIA during the third quarter.