Peter Thiel Just Bet $420M on These 8 Stocks

Pier theal sold his entire Nvidia position and he also sold his entire Tesla position and for two straight quarters he reported owning nothing at all just sitting on cash but now all that cash position is back to work with eight new positions and not one of them is a chip company and seven of the eight

of those have one thing in common so let me show you what he's actually doing and by the way if you don't know who Peter the is well he's co-founded PayPal he co-founded Palunteer and he also Alo was one of the first investors in Facebook, turning $500,000 into over a billion dollar with one

investment. And by the end of this video, you will know what investments he bought with $420 million, his overall portfolio construction, and what is one thing that you can learn from the way that he is investing his own money. So when we look at his investment portfolio, basically what I can see is

that he believes that the biggest bottleneck is actually electricity. And this is what kind of his portfolio and investments are aligning with. About 15% is focused on power plants. 18% are oil companies and about 40% of it goes to four regulated utility companies essentially just energy grid providers. And about 28% of that is just straight

up Amazon as an individual big stock. So, is this a bet against AI in your opinion? Or is it a bet on AI actually succeeding? Well, if you look at his overall structure, it's only eight stocks in there. So, again, fairly concentrated with the biggest position is Amazon. And most people think Amazon

is just like the biggest online shop. But the reality is that most of the profit that Amazon generates is actually coming from them renting out computers. And that's 60% of the profit that overall Amazon generates. And their current computing business is actually sitting on a $500 billion contracted backlog. So there's a lot of demand for