Citrini Research

Power Struggle: Natural Gas

Everyone Hates It, Everyone Wants It

13 hrs ago • 

Citrini

78

6

Macro Memo: Red October

Is it Oct-Over?

Oct 12 • 

Citrini

157

September 2025

Stargate: A Citrini Field Trip

“What if Manhattan, but Computers?”

Sep 28 • 

Citrini

206

13

Single Stock Long Thesis

Inspector Data Center

Sep 18 • 

Citrini

169

17

Macro Memo: Summer is Over

Economy at Crossroads, Market at Risk

Sep 3 • 

Citrini

151

4

August 2025

State of the Themes

GPT-5, Asian Outperformance, the “Age of Virality” and more

Aug 18 • 

Citrini

187

July 2025

Macro Memo: The Powell Struggle

Boredom Plants the Seeds of Correction or Dotcom Déjà Vu

Jul 27 • 

Citrini

92

9

GLP-1s: The Second Serving

Revisiting our GLP-1 Basket

Jul 24 • 

Citrini

64

2

Robotics Update

Revealing Teradyne’s Vulcan Contract Win, Citrini’s China Supply Chain Tour, and Robotics Basket Winners

Jul 10 • 

Citrini

133

10

June 2025

The New WFH (War From Home)

Missile Defense, Counter-Unmanned Technology, Electronic Warfare, and Surveillance

Jun 23 • 

Citrini

90

6

In Conversation: Ouster (OUST US)

Sensing an Opportunity in Sensing

Jun 19 • 

Citrini

87

10

Macro Memo: Summer Blues

The Economy Hums Along

Jun 17 • 

Citrini

75

11