Smart money exits semiconductors, pivots here

Thiel abandoned chips at the peak. His new positioning reveals where fortunes move next

Thiel didn’t just exit Nvidia. He repositioned entirely: 34% Microsoft, 27% Apple. Pure semiconductor plays? Gone.

Buffett simultaneously bet on Alphabet’s autonomous vehicles and multiple revenue streams. The pivot from infrastructure to platforms exposes 5 critical opportunities. Access the full analysis now.

-Christopher

P.S.: Wednesday determines whether Nvidia’s $5T valuation is visionary or delusional. Don’t miss this critical insight.