Citrini Research

Atoms vs Bits

What can’t you prompt your way out of?

Feb 11 • Citrini

197

15

8

January 2026

Semis Memo: Muscle Memory

Memory Test, Semicap Subsystems and Emerging Trades in the AI Semis Supply Chain

Jan 26 • Citrini

249

14

11

Macro Memo: Running Hot

AI Productivity, Geopolitics, New Macro Trades

Jan 14 • Citrini

179

10

11

December 2025

26 Trades for 2026

A Thematic Watchlist for the New Year

Dec 17, 2025 • Citrini

253

28

9

November 2025

Carving Up the TPU

Leftovers for Jensen or Just Gravy on the AI Trade?

Nov 27, 2025 • Citrini

174

14

5

Macro Memo: Mo-vember

Momentum Drawdowns, Economic Uncertainty, Macro Trades

Nov 17, 2025 • Citrini

154

7

I Can See Clearly Now… The Rain Is Gone?

Healthcare Innovation in Calmer Times (for Now)

Nov 3, 2025 • Citrini

90

3

October 2025

Power Struggle: Natural Gas

Everyone Hates It, Everyone Wants It

Oct 17, 2025 • Citrini

216

19

15

Macro Memo: Red October

Is it Oct-Over?

Oct 12, 2025 • Citrini

185

5

September 2025

Stargate: A Citrini Field Trip

“What if Manhattan, but Computers?”

Sep 28, 2025 • Citrini

232

14

19

Single Stock Long Thesis

Inspector Data Center

Sep 18, 2025 • Citrini

199

21

7

Macro Memo: Summer is Over

Economy at Crossroads, Market at Risk

Sep 3, 2025 • Citrini

153

4

10