Thiel Macro (a hedge fund run by Peter Thiel) sold its positions in Tesla, Microsoft, and Apple in Q4 2025. Peter Thiel made a similar decision in Q4 2019 with mixed results; he avoided losses but missed out on gains.
Source: https://www.fool.com/investing/2026/03/15/peter-thiel-sell-3…
Nasdaq surges toward all-time high as TSM earnings ignite chip stock rally. Trump eases Iran concerns, lifting major uncertainty weighing on US indices.
Alphabet’s advertising business provides it with plenty of money to invest in Google Cloud. Amazon has a 40% market share in e-commerce in the U.S. Buffett has trimmed Berkshire Hathaway’s stake in Apple, but it still makes up 21% of the conglomerate’s portfolio.
Here is how Brinker International (EAT) and Five Below (FIVE) have performed compared to their sector so far this year.
