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Citrini Research
by Citrini
https://www.citriniresearch.com/
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No direct emails from citriniresearch.com. Read inside Substack or via the RSS feed. 20 posts pulled from the feed. Referenced 10 times by other newsletters.
Recent posts
- 2026-05-12Semis Memo: Supply Chain Inheritance
- 2026-04-27Flash Note: Defense Production Act
- 2026-04-05Strait of Hormuz: A Citrini Field Trip
- 2026-03-25Agentic Utilities
- 2026-03-12Let There Be Light
- 2026-02-22THE 2028 GLOBAL INTELLIGENCE CRISIS
- 2026-02-18Thematic Update: Modern Warfare
- 2026-02-11Atoms vs Bits
- 2026-01-26Semis Memo: Muscle Memory
- 2026-01-14Macro Memo: Running Hot
- 2025-12-1726 Trades for 2026
- 2025-11-27Carving Up the TPU
- 2025-11-17Macro Memo: Mo-vember
- 2025-11-03I Can See Clearly Now… The Rain Is Gone?
- 2025-10-17Power Struggle: Natural Gas
- 2025-10-12Macro Memo: Red October
- 2025-09-28Stargate: A Citrini Field Trip
- 2025-09-18Single Stock Long Thesis
- 2025-09-03Macro Memo: Summer is Over
- 2025-08-18State of the Themes
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