The "Peace Dividend" is Dead: Silicon Valley's Pivot to Hard Power

The era of optimizing ad clicks is officially over. While the rest of the market is still distracted by consumer AI apps, a quiet but aggressive rotation is happening among the smart money. If you track peter thiel stocks, you will see a portfolio that effectively shorts "global stability" and longs "defense digitization." It is a grim bet on a fragmented world—drones, surveillance, and energy sovereignty—but looking at the current geopolitical scoreboard, it might be the only rational macro hedge left.