Microsoft (MSFT) Stock: Palantir Billionaire Thiel Exits Nvidia and Tesla for AI Giant

TLDR Peter Thiel’s hedge fund Thiel Macro sold its entire Nvidia position and 76% of its Tesla stake in Q3 Thiel started a new position in Microsoft, which now represents 34% of his fund’s invested assets Microsoft reported fiscal Q4 2025 earnings of $3.65 per share on $76.44 billion revenue, up 18% year-over-year Azure cloud [...]

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