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other giants

also referred to as: the other giants

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 23, 2026 by Jeremy Grantham · across every show →

Everything said about other giants, oldest first

Mar 23, 2026 bearish
Prediction Open · timeframe Mar 2027
Grantham: The AI bubble will break, led down by Nvidia
“This is exactly where you'd expect the bubble to break, and you would expect, other things being even, that it will be let down by NVIDIA, followed closely by the other giants.”
Jeremy Grantham Mar 23, 2026 ▶ 49:01 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
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