Sizemore Investment Letter

Sizemore Investment Letter

Singularity... or Extinction?

Apparently the Fed believes there is a non-zero chance AI kills us all

Charles Sizemore's avatar
Charles Sizemore
Oct 27, 2025
∙ Paid

Special announcement: I’ll be giving a presentation on Thursday with my partner and co-manager in the Blue Orbit Capital Fund, Mario Randholm: “Double, Double Toil and and Trouble… Are We In An AI Bubble?”

We’ll be covering signs that the AI bubble is reaching its climax and explain how we’re positioning ourselves to profit from the blow-off top while al…

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