Tag Archives: Amazon


Thiel Macro Rebuilds an Eight-Name 13F Around Power and Amazon:

August 19, 2026 : Permalink

HedgeCo.Net — Thiel Macro LLC filed a 13F-HR on August 14 covering the quarter ended June 30, 2026. The information table showed $418,666,506 of long U.S. listed equity across eigh… Continue reading →

AI Capex Fatigue: Why Hedge Funds Are Questioning the Hyperscaler Spending Boom:

May 28, 2026 : Permalink

(HedgeCo.Net) The artificial intelligence investment cycle has entered a more complicated phase. What began as a powerful growth narrative built around chips, cloud demand, data centers, and productivity gains is now becoming a capital-allocation debate. The question is no longer […]

Hedge Funds Pump $600 Million into Microsoft:

March 16, 2026 : Permalink

Why Hedge Funds Are Concentrating Capital in Microsoft: (HedgeCo.Net) In the constantly shifting landscape of global equity markets, certain moments signal a powerful institutional consensus forming around a single company. The latest wave of hedge fund disclosures suggests that such […]