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Thiel Sells Palantir Shares, Sparking Investor Concern

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  Published in Stocks and Investing on Thursday, January 22nd 2026 at 3:28 GMT by The Motley Fool
      Locales: California, Delaware, Texas, UNITED STATES

January 22nd, 2026 - The artificial intelligence (AI) sector continues to be a focal point for investors, and recent developments surrounding Palantir Technologies (NYSE:PLTR) and NVIDIA (NASDAQ:NVDA) are sparking both concern and excitement. The ongoing sale of Palantir shares by co-founder Peter Thiel has prompted scrutiny, while NVIDIA's continued dominance in AI hardware presents a compelling investment narrative. This article explores these dynamics and highlights three AI stocks investors should be keenly aware of.

Peter Thiel's Portfolio Rebalancing & Palantir's Trajectory

The recent news of Peter Thiel's continued divestment from Palantir has understandably raised eyebrows. Thiel, a pivotal figure in Palantir's founding, initially committed to holding his shares until 2025. With that restriction now expired, he's been steadily selling off portions of his stake, a trend that began in August 2023. Currently, he holds approximately 18.6 million shares, a substantial but reduced position.

It's critical to contextualize this move. Thiel's actions aren't necessarily a signal of a lack of faith in Palantir's long-term prospects. Thiel is a prolific venture capitalist, known for aggressively managing his portfolio and strategically allocating capital. Selling shares could be a routine rebalancing exercise, freeing up funds for other promising ventures within his vast investment portfolio. He's consistently seeking the "next big thing," and this process often necessitates shifting resources.

Palantir itself remains a significant player in the AI landscape, particularly in the realm of data analytics and decision-making. Its platforms, tailored for both governmental and commercial applications, are designed to process and interpret massive datasets, extracting valuable insights for strategic advantage. While Thiel's selling activities might create short-term volatility, the underlying value proposition of Palantir's services remains strong. Further scrutiny of Palantir's financial performance and project wins will be essential to assess the true impact of this shift.

NVIDIA: The Undisputed King of AI Hardware

While Thiel's actions draw attention to Palantir, NVIDIA's continued success is firmly cementing its position as the leading provider of AI hardware. The company's Graphics Processing Units (GPUs) have become indispensable for AI development and deployment, and the demand shows no signs of slowing. NVIDIA's data center revenue witnessed a remarkable 128% year-over-year increase in the most recent quarterly report, and management is projecting continued growth momentum.

NVIDIA's influence isn't limited to just supplying hardware; the company is actively shaping the future of AI. Its commitment to constant innovation - releasing increasingly powerful and energy-efficient GPUs alongside developing user-friendly software platforms - creates a self-reinforcing cycle of dominance. This virtuous cycle makes NVIDIA an exceptionally attractive investment for those seeking exposure to the burgeoning AI market. The development of specialized AI chips and integrated solutions further strengthens NVIDIA's competitive moat.

Three AI Stocks to Watch

Beyond NVIDIA and Palantir, several other companies are making significant contributions to the AI revolution. Here are three stocks investors should actively monitor:

• NVIDIA (NVDA): The undisputed leader in AI hardware, NVIDIA's growth prospects remain exceptionally strong due to the insatiable demand for its GPUs. Its continued innovation and strategic partnerships solidify its long-term position.
• Palantir Technologies (PLTR): Despite the recent selling by its co-founder, Palantir's specialized AI platforms, focusing on data analysis and decision-making for government and enterprise clients, position it for continued relevance. Monitoring project acquisitions and revenue growth will be key.
• Super Micro Computer (SMCI): While less widely recognized, Super Micro Computer is rapidly becoming a crucial player in the AI server market. Specializing in designing and manufacturing high-performance servers specifically optimized for demanding AI workloads, the company is experiencing significant growth and increased demand. As AI models become larger and more complex, the need for powerful, tailored servers will only intensify, benefiting Super Micro Computer.