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)
submitted 3 days ago by return2ozma@lemmy.world to c/technology@lemmy.world
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[–] mctoasterson@reddthat.com 13 points 2 days ago

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.

[–] AdolfSchmitler@lemmy.world 3 points 2 days ago (3 children)

Soo... gold and silver then? No clue how crypto is gonna hold up.

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[–] vane@lemmy.world 4 points 2 days ago (1 children)

https://fred.stlouisfed.org/series/AOLACBW027SBOG
Buckle up

[–] incompetent@programming.dev 6 points 2 days ago (3 children)

Can we get a TL;DR for those who hate clickbait, please?

[–] vane@lemmy.world 6 points 2 days ago (1 children)
[–] vane@lemmy.world 2 points 2 days ago

You may ask what are NDFIs ?

(NDFIs) such as broker-dealers, hedge funds, private equity and credit funds, securitization vehicles and subprime auto lenders. Such lending to the financial sector has helped fuel record-high leverage among hedge funds, decade-high leverage among primary dealers, record-high and rising margin debt, and record-high and rising repurchase agreement (repo) lending to hedge funds and others, which in turn has helped fuel record-high asset prices in many cases

source again https://adamjosephson.substack.com/p/ndfi-loans-are-far-larger-than-we

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[–] PissingIntoTheWind@lemmy.world 1 points 1 day ago

I do believe he is starting investments into new projects and needed liquid cash. I wouldn’t dig too deep into this.

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