Milk Road Stocks @MilkRoadStocks · 22 Aug 2026
Peter Thiel's portfolio is basically a bet that AI needs power more than it needs chips. (Save this) His largest position is $AMZN at 28.2%, followed by Vistra at 18.1% and VST at 14.1%. Other notable names: $AEP: 10.1% $DTE: 9.6% $FE: 9.5% $CMS: 9.4% Every position outside https://t.co/jzpGOHdZyy
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