Citrini Research

Robotics Tipping Point: A Citrini Field Trip

Seeing is Believing

Sep 16 • Citrini

293

8

13

August 2026

Macro Memo: Regime Change

Treasury-Fed Accord 2.0 and Banking Reform

Aug 27 • Citrini

410

7

27

Missile Restocking

The Bottleneck Moves to the Battlefield

Aug 12 • Citrini

436

4

37

Protection Matters

Cybersecurity’s Winners and Losers

Aug 7 • Citrini

306

9

18

July 2026

All Along the AI Watchtower

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

Jul 20 • Citrini Semis

339

5

16

June 2026

Small Themes: June 2026

Five Big Trades in AI’s Blind Spot

Jun 24 • Citrini

413

10

18

Macro Memo: Spin Cycle

What Comes Out In The Warsh?

Jun 14 • Citrini

416

2

22

State of the Themes: June 2026

Updating Our Thematic Universe

Jun 8 • Citrini

480

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

566

11

41

April 2026

Flash Note: Defense Production Act

The Continued Intersection of Fiscal and AI

Apr 27 • Citrini

382

6

7

Strait of Hormuz: A Citrini Field Trip

Analyst #3 on Assignment

Apr 5 • Citrini

1,594

38

180

March 2026

Agentic Utilities

Always On, Never Prompted

Mar 25 • Citrini

479

14

36