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 “what’s the trade?”
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 135 | Founded | 4 years ago | Last Issue | 23 days ago |
| Active | |||||
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citriniresearch.comLatest Issues
All Along the AI Watchtower
Qualcomm’s Card, the Builder’s Toolkit, Enterprise Spending, and… PEMDAS
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 val...
Small Themes: June 2026
Five Big Trades in AI’s Blind Spot
Attention Tax
Macro Memo: Spin Cycle
What Comes Out In The Warsh?
The Upshot
State of the Themes: June 2026
Updating Our Thematic Universe
Since it’s been a bit over three years since the inception of the Citrindex, we think it’s a good opportunity to zoom out and take stock of the thematic universes we track – or as we call it, a State of The T...
Semis Memo: Supply Chain Inheritance
Power & Analog Semis, CPUs in the Agentic Era, Neoclouds, Material Bottlenecks, Korea Unlocked
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Authors
The writers behind this newsletter.
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 “what’s the trade?”
Optimistic AI Realist. Public mkts investor and biz builder. Cofounder: LOTUS Investment Management, Littlebird.ai, Thistle, Sentieo
The official Citrini Research analyst account for posting semiconductor-related research & analysis in the Citrini Research Substack chat
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