Palantir Co-Founder Peter Thiel's Hedge Fund Just Made a Big Bet on This Genius AI Stock Pick

The article argues that Peter Thiel’s hedge fund Thiel Macro making Amazon its largest Q2 purchase is a bullish signal for AMZN, especially given the AI boom’s demand for cloud computing. Amazon reportedly made a $118 million bet, or 28% of the fund’s portfolio, after the fund had previously held only Tesla, Microsoft, and Apple in Q3 2025 and then exited all positions by Q4. The key investment thesis is AWS: Amazon plans about $220 billion in capex this year, much of it for data centers, and AWS cloud revenue growth accelerated to 37% in Q2 from 28% in Q1. The article says AWS now generates 60% of Amazon’s operating profits, suggesting continued cloud acceleration could lift earnings and support the stock over the next few years.