Amazon's historical performance during the dot-com bust is used as a reference point for potential AI stock corrections.
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Bubbles, Value Investing, and the Long Game at GMO | Jeremy Grantham - EP. 493
Mar 23, 2026
Jeremy Grantham, co-founder of GMO, discusses market bubbles, value investing, and the current AI investment boom. He draws parallels between historical bubbles like railroads and the internet with the current situation surrounding Nvidia, suggesting that even successful ideas can become overdone. Grantham also touches on his upbringing during WWII and its influence on his emphasis on frugality and long-term investing.
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Nvidia is compared to Amazon squared in a potential bubble, suggesting the investment program is almost certain to be overdone.
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NVDAsell opened Mar 23, 2026
-15.47%