Archive - Citrini Research

State of the Themes

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

Aug 18 •

July 2025

June 2025

The New WFH (War From Home)

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

Jun 23 •

In Conversation: Ouster (OUST US)

Sensing an Opportunity in Sensing

Jun 19 •

Macro Memo: Summer Blues

The Economy Hums Along

Jun 17 •

May 2025

Rough Seas Make Strong Sailors

Navigating the Healthcare Policy Tsunami

May 28 •

Humanoid Robots

Thematic Primer: A Future Secular Story at a Current Cyclical Price

May 16 •

Who Holds the Cards?

Macro Backdrop of the Trump Trade War II

May 6 •

April 2025

Thematic Primer: Artificial Intelligence, Phase 2

From Infrastructure to Implementation

Apr 23 •

A Tale of Two Tariffs

History Doesn’t Repeat, But it Does Plagiarize

Apr 18 •

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