Peter Thiel's Thiel Macro focuses investments on AI stocks including Amazon and Vistra
NVDA NVIDIA Corp
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View chart & analysis → - 1Thiel Macro secured a 42% weight in two AI stocks during the second quarter.
- 2Amazon recorded a 37% revenue growth rate for AWS in the second quarter, demonstrating the results of AI infrastructure investment.
- 3Vistra signed a power purchase agreement with Meta Platforms including 2.6 GW of nuclear power capacity for 20 years.
So what's the key point?
Thiel Macro, led by Peter Thiel, increased its weight in AI-related stocks to 42%. The results of AI investments were shown through Amazon's revenue growth and Vistra's power contract.
Source The Motley Fool +1 · View original ↗
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