Grayeli Investment Management

07/03/2026

Ed Zitron bear case against generative AI.

05/21/2026

These are the financials of the co who is asking for USD 1.75 trillion valuations – almost 95x TTM sales. Q1 revenue hits $4.69B with $4.28B net loss. Musk says addressable TAM for SpaceX is wait for it $28.5 trillion. And over 90% TAM is from AI and not Space.

05/04/2026

03/31/2026

Pro tip: use a password manager

03/26/2026

Because of the war with Iran a large correction risk is now elevated and if the war doesn’t end soon the odds of a sharp reversal will be lower.

03/21/2026

Digital currency and privacy

02/25/2026

A speculative article from Citrini Research warning about AI-driven disruption

02/12/2026

Over the past several years, the global financial and geopolitical environment has been quietly but meaningfully changing. Many of the systems that once felt stable and predictable — from global trade relationships to the role of central banks and major institutions — are becoming more fragmented and less coordinated. Rising geopolitical tensions, growing government debt, shifting alliances, and a more inward focus by many countries are all contributing to a world that feels more uncertain…

Over the past several years, the global financial and geopolitical environment has been quietly but meaningfully changing. Many of the systems that once felt stable and predictable — from global trade relationships to the role of central banks and major institutions — are becoming more fragmente...