Sitemap - 2025 - Citrini Research

Carving Up the TPU

Macro Memo: Mo-vember

I Can See Clearly Now… The Rain Is Gone?

Power Struggle: Natural Gas

Macro Memo: Red October

Stargate: A Citrini Field Trip

Single Stock Long Thesis

Macro Memo: Summer is Over

State of the Themes

Macro Memo: The Powell Struggle

GLP-1s: The Second Serving

Robotics Update

The New WFH (War From Home)

In Conversation: Ouster (OUST US)

Macro Memo: Summer Blues

Rough Seas Make Strong Sailors

Humanoid Robots

Who Holds the Cards?

Thematic Primer: Artificial Intelligence, Phase 2

A Tale of Two Tariffs

Market Memo: Talk to me, Goose

Market Memo: Seeing the Stag

Market Memo: Insuring Against Insanity

Haves vs. Have Nots

State of the Themes: Q1 2025

European Fiscal Primacy

After the Trump Bump

In Conversation: Neuronetics (STIM)

Market Memo: Healthcare’s AI-Powered Trump Card

Market Memo: Tariff-ied

DeepSeeking Answers

Macro Memo: January 2025

Market Memo: January Musings

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts