(https://www.cnbc.com/2026/06/26/jeremy-grantham-says-this-is-the-most-expensive-market-in-american-history.html) is the rare consensus call that's *actually right*. But here's what everyone's missing: valuation crashes don't kill all stocks equally. They kill the ones priced for perfection hardest. $MSFT and $META are priced for 15%+ perpetual AI revenue growth with zero execution risk.

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