The post Microsoft (MSFT) Stock: Palantir Billionaire Thiel Exits Nvidia and Tesla for AI Giant appeared on BitcoinEthereumNews.com.

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 revenue grew 39% year-over-year, reaching $46.7 billion in the quarter Microsoft stock trades around $473, down 2% from previous close, with market cap near $3.5 trillion Peter Thiel made waves in Q3 by dumping his entire Nvidia stake and slashing Tesla holdings by 76%. The Palantir co-founder then loaded up on Microsoft stock. The new MSFT position now accounts for 34% of Thiel Macro’s portfolio. Microsoft Corporation, MSFT The move raises eyebrows given Microsoft’s already massive gains. The stock has returned about 483,000% since its March 1986 IPO. Yet Thiel appears confident the tech giant has more room to run. Microsoft stock currently trades around $473 per share. That’s down roughly 2% from the previous close. The stock sits well above its 52-week low of $345 but below its recent peak near $555. Thiel’s exit from Nvidia comes despite the chipmaker’s dominance. Nvidia controls over 80% of the AI accelerator market. Competition from Broadcom and Marvell may have spooked Thiel. Export restrictions preventing Nvidia sales in China could also be a factor. President Trump recently said Nvidia could sell H200 GPUs in China. That could provide an unexpected boost for the chipmaker. Tesla remains Thiel’s largest holding despite the 76% reduction. Microsoft Stock Powers Higher on Cloud Growth Microsoft is leveraging its enterprise software empire to cash in on AI. The company added generative AI copilots across its product lineup. Monthly active users hit 150 million in September, up from 100 million just three months…

---

Filed under: News - @ January 5, 2026 7:22 pm