Thiel's Portfolio Reveals Heaviest Holdings Are in Amazon and Vistra Corp

Peter Thiel's investment firm, Thiel Macro LLC, revealed its new holdings in several stocks connected to artificial intelligence. Among them are Amazon and Vistra Corp, which together comprise a substantial 42% of the portfolio by market value.

The billionaire investor was an early backer of Meta Platforms (formerly Facebook) and LinkedIn before Microsoft acquired it. Thiel's successful track record makes his investments worth paying attention to.

Amazon is the world's top cloud computing company, with a 28% market share. Its CEO, Andy Jassy, built Amazon Web Services into a cloud powerhouse before becoming the CEO. AWS houses the tech giant's artificial intelligence infrastructure and delivers AI to other organizations.

Vistra Corp provides electricity to 18 states across the U.S. and plans to achieve net-zero carbon emissions by 2050. The company is shifting to nuclear, solar, and clean energy sources, helped by its position as the operator of the second-largest fleet of competitive nuclear power plants in the U.S.