Archive - Citrini Research

Macro Memo: August 2024

Our Outlook: Optimistically Paranoid

Sep 5 •

August 2024

Can You Hear Me Now?

The Coming Optics Shortage & Telecom Suppliers' New Dawn

Aug 26 •

Healthcare’s Cyclical Inflection

From Life Changing to Life Support…and Back Again

Aug 7

Citrindex Retrospective: July 2024

Changes to our holdings, performance and “Schrodinger’s Soft Landing”

Aug 7 •

July 2024

Global Macro Trading for Idiots: Part Four

It's the Economy, Stupid

Jul 29 •

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

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