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Bubbles
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 28, 2026 |
GMO (Grantham, Mayo, Van Otterloo & Co. LLC) Jeremy Grantham
|
View | AI, Valuations, Semiconductors, Speculation, Data Centers, Bubbles | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation |
| 2025 Q4 | Feb 25, 2026 |
GMO (Grantham, Mayo, Van Otterloo & Co. LLC) Jeremy Grantham
|
View | AI, Valuations, Semiconductors, Speculation, Data Centers, Bubbles | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation |