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Stargate: A Citrini Field Trip
“What if Manhattan, but Computers?”
Sep 28 • 
Citrini
166
9
Single Stock Long Thesis
Inspector Data Center
Sep 18 • 
Citrini
156
17
Macro Memo: Summer is Over
Economy at Crossroads, Market at Risk
Sep 3 • 
Citrini
149
4
State of the Themes
GPT-5, Asian Outperformance, the “Age of Virality” and more
Aug 18 • 
Citrini
183
Macro Memo: The Powell Struggle
Boredom Plants the Seeds of Correction or Dotcom Déjà Vu
Jul 27 • 
Citrini
91
9
GLP-1s: The Second Serving
Revisiting our GLP-1 Basket
Jul 24 • 
Citrini
62
2
Robotics Update
Revealing Teradyne’s Vulcan Contract Win, Citrini’s China Supply Chain Tour, and Robotics Basket Winners
Jul 10 • 
Citrini
131
10
The New WFH (War From Home)
Missile Defense, Counter-Unmanned Technology, Electronic Warfare, and Surveillance
Jun 23 • 
Citrini
86
6
Citrini Research
Citrini Research
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?”
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