Recent financial reports highlight a strategic divergence among elite investors regarding Microsoft and Apple stocks. While Peter Thiel has aggressively added these tech giants to his portfolio to capitalize on artificial intelligence and durable cash flows(peter thiel investments list), Warren Buffett(warren buffett portfolio) and Bill Gates(Bill Gates's portfolio) have recently reduced their holdings. This shift does not necessarily signal a lack of confidence, as both Buffett and Gates maintain these companies as core positions within their respective portfolios. Instead, the selling appears to be a calculated move to manage valuation risks and fund philanthropic goals rather than a rejection of the companies' long-term prospects. All three billionaires may be acting logically according to their specific investment mandates and risk tolerances. This highlights how different financial objectives can lead successful investors to take opposing actions on the same market-leading assets.