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Palantir Billionaire Peter Thiel Just Put 33% of His Portfolio Into These 3 Energy Stocks
The Motley Fool·
Peter Thiel's hedge fund Thiel Macro rebuilt a $419 million portfolio in Q2 2026, allocating roughly 33% across three energy stocks: Vista Energy, Vistra, and X-Energy. Thiel views electricity as the critical bottleneck for AI development rather than chips, positioning in nuclear and energy infrastructure to enable AI hyperscaler operations.
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