# Jeremy Grantham

Type: Person

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/jeremy-grantham
Canonical HTML page: https://getfinancebrief.com/entity/jeremy-grantham

## Recent coverage (2 stories)

### $28.5T TAM Called ‘BS’: Grantham Targets SpaceX in Bubble Warning
2026-07-01 00:09:17 · Sentiment: Neutral · Impact: 5/10 · Sources: 3

GMO co-founder Jeremy Grantham has called SpaceX a classic market peak indicator, comparing its asteroid-mining hype and $28.5T TAM to past bubbles he correctly predicted. With SPCX down 32% from its high, his intervention adds to a chorus of Wall Street veterans warning of a broader speculative peak.
Full story: https://getfinancebrief.com/story/grantham-spacex-bubble-warning-markets

### Nasdaq Sinks 5% This Week as Sandisk Plunges 10% on Tech Valuation Angst
2026-06-27 21:17:05 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

A sharp tech sell-off dragged the Nasdaq to a 5% weekly loss on June 26, led by a 10%+ plunge in Sandisk and a 7% drop in Micron. Inflation fears and Jeremy Grantham's market bubble warning fueled a rotation to gold and bonds.
Full story: https://getfinancebrief.com/story/nasdaq-sinks-5-sandisk-plunge-10

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