AI Bubble Watch: Elon Musk Ally Peter Thiel Cuts Tesla Stock, Dumps Nvidia

The John Johnston Lounge · Nov 19, 2025 · 22m

John Johnston (JJ) breaks down how Elon Musk’s fellow tech billionaire ally Peter Thiel has cut one of his investment fund’s big stakes in Tesla stock (TSLA), and completely sold out of AI infrastructure company Nvidia (NVDA). We also look at three possible scenarios for how an AI bubble could deflate. Related episodes:AI Bubble: Elon & Bezos Want Giant Data Centers in Space https://open.spotify.com/episode/1VKvlXcjzsPobkAfZgKnYFAI Bubble Watch: Sam Altman Admits Bubble, Bezos Welcomes It https://open.spotify.com/episode/0RIBSUAWMLusjwJxpZyJQCAI Bubble: Sam Altman Crashes Out, ‘Big Short’…