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Peter Thiel’s fund dumped its entire Nvidia (NASDAQ: NVDA) stake last quarter. It was a $94 million exit and the fund’s biggest move of the period. SoftBank did the same weeks earlier – fueling talk that the AI trade may be running too hot. Nvidia is still up about 40% this year… And most analysts expect another 20%+ upside. But not Thiel it seems. He also unloaded more than $40 million of Vistra (NYSE: VST) and cut his Tesla (NASDAQ: TSLA) position by over 76% after its big third-quarter jump. Meanwhile, Thiel quietly bought into Microsoft (NASDAQ: MSFT) with more than $25 million – and Apple (NASDAQ: AAPL) with over $20 million. Ian Wyatt *** Featured Research *** Goldman reveals new market playbook Goldman (NYSE: GS) just revealed their new 10-year market playbook. Here’s what they’re telling investors to do right now. The world’s most valuable company reports earnings on Wednesday afternoon. Here are Wall Street’s quarterly earnings expectations. JPMorgan’s shocking AI revelation JPMorgan (NYSE: JPM) says its AI tools are starting to generate revenue for the bank. That includes personalized AI recommendations for their wealthy clients. Here’s how regular investors could also have a similar edge with AI – and potentially make 124% in just a few weeks. © Wyatt Investment Research. All rights reserved. Wyatt Investment Research is not a broker dealer of financial advisor. This content is for informational purposes. Nothing in this email should be considered investment advice. Every investment has risk and you could lose your investment. You can review terms of use and disclosures by clicking here. You are subscribed with the following email address: penunggangbadai.moneyblog@blogger.com We love hearing from subscribers. Please reply to this email with any feedback or suggestions. Contact abuse@wyattresearchnewsletters.com to report any issues or concerns. For questions regarding your account please call 866-447-8625. Wyatt Investment Research LLC |
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