Citrini Research

Citrini Therapeutics

We Wanted to Use Claude to Create a New Drug. Here’s What Happened.

Oct 20 • Citrini

383

8

41

Breaking The Wall

Has Blockchain Finally Reached Its Moment?

Oct 8 • Citrini

334

13

43

September 2026

Agentic Reality

The Ramifications of Agentic Consumer Adoption

Sep 22 • Citrini

377

5

32

Robotics Tipping Point: A Citrini Field Trip

Seeing is Believing

Sep 16 • Citrini

364

9

18

August 2026

Macro Memo: Regime Change

Treasury-Fed Accord 2.0 and Banking Reform

Aug 27 • Citrini

430

8

29

Missile Restocking

The Bottleneck Moves to the Battlefield

Aug 12 • Citrini

449

4

39

Protection Matters

Cybersecurity’s Winners and Losers

Aug 7 • Citrini

319

9

18

July 2026

All Along the AI Watchtower

Qualcomm’s Card, the Builder’s Toolkit, Enterprise Spending, and… PEMDAS

Jul 20 • Citrini Semis

344

5

17

June 2026

Small Themes: June 2026

Five Big Trades in AI’s Blind Spot

Jun 24 • Citrini

422

10

18

Macro Memo: Spin Cycle

What Comes Out In The Warsh?

Jun 14 • Citrini

420

2

22

State of the Themes: June 2026

Updating Our Thematic Universe

Jun 8 • Citrini

488

7

39

May 2026

Semis Memo: Supply Chain Inheritance

Power & Analog Semis, CPUs in the Agentic Era, Neoclouds, Material Bottlenecks, Korea Unlocked

May 12 • Citrini

571

11

41