Archive - Citrini Research

GLP-1 Competitive Environment

Updating our priors after the one-year anniversary of our original GLP-1 Primer

Jul 22 •

In Conversation: Credo Semiconductor (CRDO US)

Our Conversation with Dan O’Neil of CRDO

Jul 15 •

Thematic Memo: Inference on Device

Positioning for Edge AI in Phase 2

Jul 8 •

Interconnects 101

Our Intra-Thematic AI Primers on Bits & Bottlenecks

Jul 3 •

and

Citrini Retrospective: June 2024

A turbulent but resilient month for the Citrindex caps off another quarter of outperformance

Jul 2 •

Thematic Memo: Chevron Deference & PFAS

Has anything changed?

Jul 1 •

June 2024

CitriniResearch/Tetra Tech Call (5/31/2024)

Our discussion with the CEO on the science, scale, and software of the water ecosystem, plus more on competition and the fiscal outlook.

Jun 18

LLY +100%, Highlights from Annual Review

Jun 11

The Utility of Bubbles: The Intersection of Fiscal & AI

The second section from our annual review to be broken out is our commentary the intersection of AI-linked Capex and fiscal spending. This is certainly…

Jun 5

Annual Review: AI Thematic Highlights

AAPL vs. GOOGL, AI DC Power Demand, NVDA/CRDO/CGNX/TSMC Thoughts

Jun 3 •

Citrindex One-Year Anniversary

Year In Review & State of the Themes for June 2024

Jun 2 •

May 2024

Citrindex May Update & Rebalance

Rebalancing with New Water Basket

May 7 •

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