Billionaire Peter Thiel, Palantir co-founder, runs Thiel Macro, which has 42% of its portfolio in two AI stocks bought in the second quarter. Its largest holding, Amazon (28%), is positioned to benefit from AI in retail and AWS, where second-quarter revenue rose 37%, the fastest pace in over four years. Amazon trades at 21 times earnings, with a median target price of $330 versus the current $259. Vistra (14%) stands to benefit from rising data center power demand, has long-term power purchase deals with Meta and Amazon, and trades at 10.8 times operating cash flow, below its 10-year average of 12. Its median target price is $210 versus $162 currently.
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