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The latest Peter Thiel Investments List reveals a major tactical shift. Thiel Macro has fully exited $NVDA and $TSLA, pivoting into $MSFT and $AAPL. This "Zero to One" architect is swapping hardware volatility for software platform dominance.
While he trims tech giants, his bedrock remains $PLTR, proving his long-term bet on data sovereignty. In 2026, Thiel isn't chasing the hype—he’s positioning for the AI application layer. https://www.13radar.com/guru/peter-thiel