Nvidia Stock Fell After Peter Thiel Dumped His Stake. Why "Everyone" Is Selling

Dow Jones11-18

Nvidia stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.

Nvidia stock dropped 1.9% to $186.60 on Monday, while the S&P 500 slumped 0.9%, and the Dow Jones Industrial Average slumped 1.2%. Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.

In a 13-F file for the quarter ended Sept. 30, Thiel’s hedge fund Thiel Macro LLC revealed it had sold all 537,742 shares it held in Nvidia. Softbank disclosed last week that it had sold its entire stake in Nvidia.

Even as real-money investors leave Nvidia stock, analysts expect the company to deliver impressive earnings after the market close on Wednesday.

Nvidia is expected to report adjusted earnings of $1.23 a share on revenue of $54.83 billion for the October quarter, according to a FactSet poll of analysts.

“Given trends we’re seeing across hyperscalers, neoclouds, and frontier labs, we see no reason to believe that demand is slowing down, and to that end, we would posit the market is underestimating the sheer overwhelming demand for compute over the next few years,” wrote D.A. Davidson analyst Gil Luria in a research note.

Luria reiterated a Buy rating and $250 target price on Nvidia stock.

“Another solid beat-and-raise is in the cards, in our view, with the magnitude of potential upside again likely being governed by the extent to which Nvidia’s supply chain can scale up in a 3-month period,” wrote J.P. Morgan analyst Harlan Sur in a research note.

Sur has a Overweight rating and $215 target price on Nvidia stock.

Among other chip makers, Advanced Micro Devices was down 0.5% and Broadcom was up 1.3% in morning trading.

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Comments

kibkibkib
11-18
kibkibkib
Overreaction is when they are interpreting noises as fears or concerns. Instead of saying Peter Thiel sold Tesla, Nvidia and Vistra, he still hold Palantir stocks. They focus on "Peter Thiel dump Nvidia." Same for SoftBank This overreaction is exactly why they exit, because now they can enter back at a discount.
SIM0NA
11-18
SIM0NA
I'm not sure why people are reacting so strongly to this. One large holder sold, and another even bigger one stepped in. It doesn’t look like a crisis. just normal market rotation
- kibkibkib:
  Exactly. Media just amplify the noises. He sold Tesla and Vistra too.

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Why \"Everyone\" Is Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-18 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.</p><p>Nvidia stock dropped 1.9% to $186.60 on Monday, while the S&amp;P 500 slumped 0.9%, and the Dow Jones Industrial Average slumped 1.2%. Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.</p><p>In a 13-F file for the quarter ended Sept. 30, Thiel’s hedge fund Thiel Macro LLC revealed it had sold all 537,742 shares it held in Nvidia. 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Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.In a 13-F file for the quarter ended Sept. 30, Thiel’s hedge fund Thiel Macro LLC revealed it had sold all 537,742 shares it held in Nvidia. Softbank disclosed last week that it had sold its entire stake in Nvidia.Even as real-money investors leave Nvidia stock, analysts expect the company to deliver impressive earnings after the market close on Wednesday.Nvidia is expected to report adjusted earnings of $1.23 a share on revenue of $54.83 billion for the October quarter, according to a FactSet poll of analysts.“Given trends we’re seeing across hyperscalers, neoclouds, and frontier labs, we see no reason to believe that demand is slowing down, and to that end, we would posit the market is underestimating the sheer overwhelming demand for compute over the next few years,” wrote D.A. Davidson analyst Gil Luria in a research note.Luria reiterated a Buy rating and $250 target price on Nvidia stock.“Another solid beat-and-raise is in the cards, in our view, with the magnitude of potential upside again likely being governed by the extent to which Nvidia’s supply chain can scale up in a 3-month period,” wrote J.P. Morgan analyst Harlan Sur in a research note.Sur has a Overweight rating and $215 target price on Nvidia stock.Among other chip makers, Advanced Micro Devices was down 0.5% and Broadcom was up 1.3% in morning trading.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[{"id":501313055707312,"gmtCreate":1763432689419,"gmtModify":1763434108227,"author":{"id":"4097035389999120","authorId":"4097035389999120","name":"kibkibkib","avatar":"https://static.tigerbbs.com/d8a7aa26d3fe477a8cce6bc245028fff","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4097035389999120","idStr":"4097035389999120"},"htmlText":"Overreaction is when they are interpreting noises as fears or concerns. 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Why \"Everyone\" Is Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1119053832","media":"Dow Jones","summary":"Nvidia stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.</p><p>Nvidia stock dropped 1.9% to $186.60 on Monday, while the S&amp;P 500 slumped 0.9%, and the Dow Jones Industrial Average slumped 1.2%. Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.</p><p>In a 13-F file for the quarter ended Sept. 30, Thiel’s hedge fund Thiel Macro LLC revealed it had sold all 537,742 shares it held in Nvidia. Softbank disclosed last week that it had sold its entire stake in Nvidia.</p><p>Even as real-money investors leave Nvidia stock, analysts expect the company to deliver impressive earnings after the market close on Wednesday.</p><p>Nvidia is expected to report adjusted earnings of $1.23 a share on revenue of $54.83 billion for the October quarter, according to a FactSet poll of analysts.</p><p style=\"text-align: start;\">“Given trends we’re seeing across hyperscalers, neoclouds, and frontier labs, we see no reason to believe that demand is slowing down, and to that end, we would posit the market is underestimating the sheer overwhelming demand for compute over the next few years,” wrote D.A. Davidson analyst Gil Luria in a research note.</p><p style=\"text-align: start;\">Luria reiterated a Buy rating and $250 target price on Nvidia stock.</p><p>“Another solid beat-and-raise is in the cards, in our view, with the magnitude of potential upside again likely being governed by the extent to which Nvidia’s supply chain can scale up in a 3-month period,” wrote J.P. Morgan analyst Harlan Sur in a research note.</p><p style=\"text-align: start;\">Sur has a Overweight rating and $215 target price on Nvidia stock.</p><p style=\"text-align: start;\">Among other chip makers, Advanced Micro Devices was down 0.5% and Broadcom was up 1.3% in morning trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Fell After Peter Thiel Dumped His Stake. Why \"Everyone\" Is Selling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Fell After Peter Thiel Dumped His Stake. Why \"Everyone\" Is Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-18 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.</p><p>Nvidia stock dropped 1.9% to $186.60 on Monday, while the S&amp;P 500 slumped 0.9%, and the Dow Jones Industrial Average slumped 1.2%. Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.</p><p>In a 13-F file for the quarter ended Sept. 30, Thiel’s hedge fund Thiel Macro LLC revealed it had sold all 537,742 shares it held in Nvidia. Softbank disclosed last week that it had sold its entire stake in Nvidia.</p><p>Even as real-money investors leave Nvidia stock, analysts expect the company to deliver impressive earnings after the market close on Wednesday.</p><p>Nvidia is expected to report adjusted earnings of $1.23 a share on revenue of $54.83 billion for the October quarter, according to a FactSet poll of analysts.</p><p style=\"text-align: start;\">“Given trends we’re seeing across hyperscalers, neoclouds, and frontier labs, we see no reason to believe that demand is slowing down, and to that end, we would posit the market is underestimating the sheer overwhelming demand for compute over the next few years,” wrote D.A. Davidson analyst Gil Luria in a research note.</p><p style=\"text-align: start;\">Luria reiterated a Buy rating and $250 target price on Nvidia stock.</p><p>“Another solid beat-and-raise is in the cards, in our view, with the magnitude of potential upside again likely being governed by the extent to which Nvidia’s supply chain can scale up in a 3-month period,” wrote J.P. Morgan analyst Harlan Sur in a research note.</p><p style=\"text-align: start;\">Sur has a Overweight rating and $215 target price on Nvidia stock.</p><p style=\"text-align: start;\">Among other chip makers, Advanced Micro Devices was down 0.5% and Broadcom was up 1.3% in morning trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119053832","content_text":"Nvidia stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.Nvidia stock dropped 1.9% to $186.60 on Monday, while the S&P 500 slumped 0.9%, and the Dow Jones Industrial Average slumped 1.2%. Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.In a 13-F file for the quarter ended Sept. 30, Thiel’s hedge fund Thiel Macro LLC revealed it had sold all 537,742 shares it held in Nvidia. Softbank disclosed last week that it had sold its entire stake in Nvidia.Even as real-money investors leave Nvidia stock, analysts expect the company to deliver impressive earnings after the market close on Wednesday.Nvidia is expected to report adjusted earnings of $1.23 a share on revenue of $54.83 billion for the October quarter, according to a FactSet poll of analysts.“Given trends we’re seeing across hyperscalers, neoclouds, and frontier labs, we see no reason to believe that demand is slowing down, and to that end, we would posit the market is underestimating the sheer overwhelming demand for compute over the next few years,” wrote D.A. Davidson analyst Gil Luria in a research note.Luria reiterated a Buy rating and $250 target price on Nvidia stock.“Another solid beat-and-raise is in the cards, in our view, with the magnitude of potential upside again likely being governed by the extent to which Nvidia’s supply chain can scale up in a 3-month period,” wrote J.P. Morgan analyst Harlan Sur in a research note.Sur has a Overweight rating and $215 target price on Nvidia stock.Among other chip makers, Advanced Micro Devices was down 0.5% and Broadcom was up 1.3% in morning trading.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":501286968013168,"gmtCreate":1763426222815,"gmtModify":1763429747727,"author":{"id":"4212017371752912","authorId":"4212017371752912","name":"SIM0NA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4212017371752912","idStr":"4212017371752912"},"htmlText":"I'm not sure why people are reacting so strongly to this. One large holder sold, and another even bigger one stepped in. It doesn’t look like a crisis. just normal market rotation","listText":"I'm not sure why people are reacting so strongly to this. One large holder sold, and another even bigger one stepped in. It doesn’t look like a crisis. just normal market rotation","text":"I'm not sure why people are reacting so strongly to this. One large holder sold, and another even bigger one stepped in. It doesn’t look like a crisis. just normal market rotation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/501286968013168","repostId":1119053832,"repostType":2,"repost":{"id":"1119053832","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1763420400,"share":"https://ttm.financial/m/news/1119053832?lang=en_US&edition=fundamental","pubTime":"2025-11-18 07:00","market":"us","language":"en","title":"Nvidia Stock Fell After Peter Thiel Dumped His Stake. Why \"Everyone\" Is Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1119053832","media":"Dow Jones","summary":"Nvidia stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.</p><p>Nvidia stock dropped 1.9% to $186.60 on Monday, while the S&amp;P 500 slumped 0.9%, and the Dow Jones Industrial Average slumped 1.2%. Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.</p><p>In a 13-F file for the quarter ended Sept. 30, Thiel’s hedge fund Thiel Macro LLC revealed it had sold all 537,742 shares it held in Nvidia. Softbank disclosed last week that it had sold its entire stake in Nvidia.</p><p>Even as real-money investors leave Nvidia stock, analysts expect the company to deliver impressive earnings after the market close on Wednesday.</p><p>Nvidia is expected to report adjusted earnings of $1.23 a share on revenue of $54.83 billion for the October quarter, according to a FactSet poll of analysts.</p><p style=\"text-align: start;\">“Given trends we’re seeing across hyperscalers, neoclouds, and frontier labs, we see no reason to believe that demand is slowing down, and to that end, we would posit the market is underestimating the sheer overwhelming demand for compute over the next few years,” wrote D.A. Davidson analyst Gil Luria in a research note.</p><p style=\"text-align: start;\">Luria reiterated a Buy rating and $250 target price on Nvidia stock.</p><p>“Another solid beat-and-raise is in the cards, in our view, with the magnitude of potential upside again likely being governed by the extent to which Nvidia’s supply chain can scale up in a 3-month period,” wrote J.P. Morgan analyst Harlan Sur in a research note.</p><p style=\"text-align: start;\">Sur has a Overweight rating and $215 target price on Nvidia stock.</p><p style=\"text-align: start;\">Among other chip makers, Advanced Micro Devices was down 0.5% and Broadcom was up 1.3% in morning trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Fell After Peter Thiel Dumped His Stake. Why \"Everyone\" Is Selling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Fell After Peter Thiel Dumped His Stake. Why \"Everyone\" Is Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-18 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.</p><p>Nvidia stock dropped 1.9% to $186.60 on Monday, while the S&amp;P 500 slumped 0.9%, and the Dow Jones Industrial Average slumped 1.2%. Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.</p><p>In a 13-F file for the quarter ended Sept. 30, Thiel’s hedge fund Thiel Macro LLC revealed it had sold all 537,742 shares it held in Nvidia. Softbank disclosed last week that it had sold its entire stake in Nvidia.</p><p>Even as real-money investors leave Nvidia stock, analysts expect the company to deliver impressive earnings after the market close on Wednesday.</p><p>Nvidia is expected to report adjusted earnings of $1.23 a share on revenue of $54.83 billion for the October quarter, according to a FactSet poll of analysts.</p><p style=\"text-align: start;\">“Given trends we’re seeing across hyperscalers, neoclouds, and frontier labs, we see no reason to believe that demand is slowing down, and to that end, we would posit the market is underestimating the sheer overwhelming demand for compute over the next few years,” wrote D.A. Davidson analyst Gil Luria in a research note.</p><p style=\"text-align: start;\">Luria reiterated a Buy rating and $250 target price on Nvidia stock.</p><p>“Another solid beat-and-raise is in the cards, in our view, with the magnitude of potential upside again likely being governed by the extent to which Nvidia’s supply chain can scale up in a 3-month period,” wrote J.P. Morgan analyst Harlan Sur in a research note.</p><p style=\"text-align: start;\">Sur has a Overweight rating and $215 target price on Nvidia stock.</p><p style=\"text-align: start;\">Among other chip makers, Advanced Micro Devices was down 0.5% and Broadcom was up 1.3% in morning trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119053832","content_text":"Nvidia stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker.Nvidia stock dropped 1.9% to $186.60 on Monday, while the S&P 500 slumped 0.9%, and the Dow Jones Industrial Average slumped 1.2%. Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.In a 13-F file for the quarter ended Sept. 30, Thiel’s hedge fund Thiel Macro LLC revealed it had sold all 537,742 shares it held in Nvidia. Softbank disclosed last week that it had sold its entire stake in Nvidia.Even as real-money investors leave Nvidia stock, analysts expect the company to deliver impressive earnings after the market close on Wednesday.Nvidia is expected to report adjusted earnings of $1.23 a share on revenue of $54.83 billion for the October quarter, according to a FactSet poll of analysts.“Given trends we’re seeing across hyperscalers, neoclouds, and frontier labs, we see no reason to believe that demand is slowing down, and to that end, we would posit the market is underestimating the sheer overwhelming demand for compute over the next few years,” wrote D.A. Davidson analyst Gil Luria in a research note.Luria reiterated a Buy rating and $250 target price on Nvidia stock.“Another solid beat-and-raise is in the cards, in our view, with the magnitude of potential upside again likely being governed by the extent to which Nvidia’s supply chain can scale up in a 3-month period,” wrote J.P. Morgan analyst Harlan Sur in a research note.Sur has a Overweight rating and $215 target price on Nvidia stock.Among other chip makers, Advanced Micro Devices was down 0.5% and Broadcom was up 1.3% in morning trading.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":501311656595504,"gmtCreate":1763432345329,"gmtModify":1763432350041,"authorId":4097035389999120,"author":{"id":4097035389999120,"idStr":"4097035389999120","authorId":4097035389999120,"name":"kibkibkib","avatar":"https://static.tigerbbs.com/d8a7aa26d3fe477a8cce6bc245028fff","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.14","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":501286968013168,"type":1,"supId":0,"prevId":0,"content":"Exactly. Media just amplify the noises. He sold Tesla and Vistra too.","text":"Exactly. Media just amplify the noises. He sold Tesla and Vistra too.","html":"Exactly. Media just amplify the noises. He sold Tesla and Vistra too."}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":12,"commentSize":2,"repostSize":3,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1119053832","isCrawlerRequest":true}