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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

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