Nvidia is mentioned as a competitor in AI chips, which Amazon is developing its own of.
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Peter Thiel Just Bet $419M On This
Aug 31, 2026
The creator discusses Peter Thiel's recent $419 million investment in eight new public stock positions, highlighting X Energy (XE) and CMS Energy as the first two companies. X Energy is presented as a speculative bet on next-generation nuclear reactors, with a notable investment from Amazon. CMS Energy is also mentioned with a significant investment from Thiel Macro.
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Xcel Energy is attempting to create new nuclear power generation, which could supply future electricity needs.
Amazon is a significant holding, with the focus being on Amazon Web Services (AWS) rather than its e-commerce business, highlighting its importance in cloud computing.
Vista Energy, an Argentine oil and gas producer with significant shale resources, is a key holding benefiting from deregulation and policy changes under President Milei, offering 30-year tax stability.
Vistra, a power generation company with a diverse fleet, is a re-entry idea for Thiel Macro, securing long-term agreements with major clients like Amazon and Meta for its nuclear electricity.
Constellation Energy is mentioned as a key player in providing electricity for energy-intensive projects like data centers and semiconductor plants, with the company expanding its capital investment plan to meet demand.
American Electric Power (AEP) is a buy as it owns a significant portion of the electricity transmission network, which is becoming crucial for new data centers, semiconductor plants, and factories.
DTE Energy is a very timely buy, with a substantial $30 billion infrastructure investment plan to support a major Oracle data center project tied to AI, offering a new growth driver.
First Energy (FE) is a timely buy due to a 30% increase in contracted data center demand, which is driving significant infrastructure needs and revenue potential.
Peter Thiel's fund invested approximately $40 million in CMS Energy.