Jeremy Grantham "The AI Bubble Will Burst" 天气 (qF3gYbl0GA) - Mshale

Source: Mshale

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DW NOTE

Grantham has called three market tops in forty years — and missed the rallies that mattered. He declared tech overvalued in 1998, again in 2020, and sat out the entire AI infrastructure build while Nvidia went from $150 to $3,400. The bubble he's calling now already deflated: the Nasdaq is down 18% from its peak and AI capex has flatlined for two quarters.

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