Milk Road Stocks(@MilkRoadStocks):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 of Amazon is a utility. Power companies that supply the electricity running AI data centers. Most of his bets focus on energy infrastructure, not compute. The thesis is simple: AI is going to consume more power than anything the grid has ever handled. Someone has to supply it and Thiel is betting on the suppliers. Use the link below to see exactly what our PRO analysts hold.

2026.08.22 23:30

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 of Amazon is a utility. Power companies that supply the electricity running AI data centers. Most of his bets focus on energy infrastructure, not compute. The thesis is simple: AI is going to consume more power than anything the grid has ever handled. Someone has to supply it and Thiel is betting on the suppliers. Use the link below to see exactly what our PRO analysts hold.