The creator warns that chip stocks could fall very hard if tech giants pull back on AI spending.
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The reel discusses Jeremy Grantham's prediction of a 70% market crash, arguing that while the market is exp...
Jun 29, 2026
The reel discusses Jeremy Grantham's prediction of a 70% market crash, arguing that while the market is expensive based on historical P/E ratios, the current fundamental landscape of tech and AI-driven growth with high profit margins and strong earnings growth makes it different from past bubbles. The creator highlights that the S&P 500's PEG ratio is low, suggesting undervaluation, and believes businesses will become stronger and more profitable long-term, leading to continued investment.
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The creator believes the S&P 500 is fundamentally different from past market bubbles due to tech and AI growth, high profit margins, and strong earnings, suggesting it is undervalued and a good long-term investment.
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