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Overview
Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask.
News
Missile Restocking
Our goal at Citrini is to identify trends that are going to sustain longer than a few good earnings reports. And while the collective attention of market participants has been fixated on building out compute, capital cycles where the duration and magnitud
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Protection Matters
Nuance has not been an especially strong suit of the AI Trade to date.Ask anyone over the past two months about what the rise of agentic coding agents means for cybersecurity and they'll likely tell you it's going to result in an explosion of demand. And
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All Along the AI Watchtower
Bob Dylan wasn't musing about artificial intelligence related capital expenditures when he wrote "All Along the Watchtower". Still, he managed to summarize the AI value-accrual debate pretty well…"Businessmen, they drink my wine, plowmen dig my earth. Non
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Citrini Semis Substack
The official Citrini Research analyst account for posting semiconductor-related research & analysis in the Citrini Research Substack chat
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Small Themes: June 2026
Attention TaxDid you know that compute, power, HBM, NAND, the concrete, and transformers it takes to stand up a data center, the special kind of Taiwanese glass, and the alphabet soup that turns light into data, are all in short supply?Yes. Of course you
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