Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play

February 9, 2026

Peter Thiel’s hedge fund is making a contrarian AI bet that avoids the sector’s most obvious winners. Despite co-founding Palantir Technologies (NASDAQ: PLTR), Thiel’s fund doesn’t own a single share of the company. He’s also skipping Nvidia (NASDAQ: NVDA), the chip giant that has delivered 1,268% returns over five years. Instead, his portfolio focuses on … Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play 

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