Semis Memos

We’ve hired some really smart and talented semiconductor analysts that can explain to us ignorant generalists what’s going on behind the Wall Street curtain (so we can then translate it back into thematic upside).

Team members Zephyr and Jukan bring deep semiconductor knowledge to Citrini’s existing thematic expertise. They help keep us and you abreast of the stuff that’s going to move markets but that also requires in-depth knowledge of the semiconductor supply chain.

In our “Semis Memos” series, we go a layer deeper than just the “AI Thematic” and examine the most significant trends happening in the AI Infrastructure Buildout.

You can find our Semis Memos below: