NG
Pundit
Nicholas Grous
1 receipt • Tracked since May 2026
Nicholas Grous is an Associate Portfolio Manager at ARK Invest, focusing on investments in AI, quantum computing, and disruptive technologies. He contributes to ARK's research and appears on podcasts like The Brainstorm, discussing market trends in AI stocks and fintech. Previously a journalist for Seeking Alpha.
Affiliations
No firm affiliations on record.
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1 receipt
2022
1 prediction- May 14, 2022Partially right.“Our bullish estimate projects a 19% compound annual rate of growth to $410 billion in 2026 for US digital advertising (from ~$180B in 2021). Our research suggests a base-case scenario in which US digital advertising spending will grow at a compound annual rate of 9%, from roughly $180 billion in 2021 to $275 billion by 2026.”
Actual US digital ad spend reached ~$300B by 2025, tracking between the base and bull cases but below the $410B bull case. 2026 full-year data is pending, but growth slowed to ~12-15% CAGR amid economic pressures.