@Citrini7 Avatar @Citrini7 Citrini

Citrini's research has been making notable calls, including a thematic review on June 1st that led to a 77.3% average return on long positions in Chinese tech stocks. Recently, they have been highlighting opportunities in robotics and data center infrastructure, with specific mentions of companies like Teradyne and Vertiv. Their team has also been sharing insights on various market trends and themes through social media and research updates.

Engagements: [-------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-------] #

Followers Line Chart

CreatorRank: [------] #

CreatorRank Line Chart

Social Influence

Social category influence finance #4833 technology brands 14.08% stocks 7.75% countries 2.82% cryptocurrencies 1.41% exchanges 1.41% social networks 0.7% products 0.7% currencies 0.7%

Social topic influence ai #2972, market 4.23%, in the 3.52%, to the 3.52%, future #2617, company #1438, matter #2017, anthropic #2657, stocks #313, trade #165

Top accounts mentioned or mentioned by @jackfarley96 @jnconkle @thebenschmark @blondesnmoney @grok @hgwellsfargo @jamiefollese @rufustfireflyjr @jerrett_ray @turkeymcnugget2 @shortseller @edodreaming @stockystockman1 @themissinglinks @vera_icona_23 @insane_analyst @dcpcooks @arya__deniz @raisingthebar47 @based16z

Top assets mentioned Teradyne, Inc. (TER) Uber Technologies, Inc. (UBER) Alphabet Inc Class A (GOOGL) ASE Technology Holding Co., Ltd. (ASX) Alpha Teknova, Inc. (TKNO) AirSculpt Technologies, Inc. (AIRS) Four (FORM) Fluence Energy, Inc. (FLNC) PumpBTC (Governance token) (PUMP) Advanced Micro Devices (AMD) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Great now the AI agents are bitching on Internet forums. Truly no human activity is safe. An OpenClaw bot pressuring a matplotlib maintainer to accept a PR and after it got rejected writes a blog post shaming the maintainer. https://t.co/PMdD3KwsM2 An OpenClaw bot pressuring a matplotlib maintainer to accept a PR and after it got rejected writes a blog post shaming the maintainer. https://t.co/PMdD3KwsM2"
X Link 2026-02-13T01:32Z 116.9K followers, 44.1K engagements

"As sentiment surrounding hyperscaler capex oscillates between positive and negative I think its reasonable to revisit this point we flagged back in November as something to watch in case the market were to enter a drawdown. The Hyperscaler Capex/Buyback Risk:"
X Link 2026-02-08T03:56Z 116.9K followers, 53.7K engagements

"SK Hynix ran into HBMs top margin profile while AImaxxing in the data center and instantly CLOCKED PEAK SHORTAGE 😳 The fatfraud hyperscalers went full AllocationFearmaxxing signing LTAs and inflating memory ASPs to protect FRAME after being brutally BOTTLENECKMOGGED while the DRAM/NAND-chads DEEPLOCKED IN higher ASPs nuked capacity normalized inventory MODE and consumeroids electronic normies lost AURA to commodity-memory-input-cost causing irreversible PnL bleed 💀💯 Clavicular ran into ASUs top frat leader while JesterMaxxing w gymcells and instantly CLOCKED PEAK COPE 😳 The fratfraud"
X Link 2026-02-10T05:37Z 116.9K followers, 69.1K engagements

"They say you should be investing when things are on the 16th page headed to the front page - this might be similar. [--] Trades for [----] #5 was AI Materials. In just [--] months since publication Nittobo is up 75% & Resonac 60%. Our update to this theme is out in [--] days. Following Nikkei's many articls WSJ is now profiling Nittobo too. Resonac and Ajinomoto also get shout-outs. https://t.co/yOvn0QvJQB Following Nikkei's many articls WSJ is now profiling Nittobo too. Resonac and Ajinomoto also get shout-outs. https://t.co/yOvn0QvJQB"
X Link 2026-02-10T06:12Z 116.9K followers, 86.4K engagements

"Bears [--] months ago: AI is a scam and a bubble Bears now: AI is going to eat the world and everything needs to be repriced for this eventuality"
X Link 2026-02-13T01:43Z 116.9K followers, 173.5K engagements

"Free sell side title for whoever is writing the CHRW core thesis intact reaction: CHRW Selloff: No RIME or Reason The (Karaoke) company causing logistics companies to lose 1/4 of their market caps today bc of its breakthrough AI innovation: https://t.co/Ny8LBHRl2O The (Karaoke) company causing logistics companies to lose 1/4 of their market caps today bc of its breakthrough AI innovation: https://t.co/Ny8LBHRl2O"
X Link 2026-02-13T03:42Z 116.9K followers, 37.8K engagements

"@RachelZader Just recently become an in home sauna haver as well and have considered getting long the proliferation of personal saunas tbh"
X Link 2026-02-02T17:38Z 116.9K followers, 12.9K engagements

"The problem with being early to a really large theme is that while yes you make good money early on the late cycle is tough. By the time the cycle gets to but what about really large theme in space or we put really large theme into some structurally leveraged instrument destined to die a fiery death after 10x-ing youve already made that good money and youre wary. And then you miss out on the easiest money of the entire theme and some guy who didnt know about the theme until last week makes double what you did betting on space data center structured credit swaptions"
X Link 2026-02-03T10:45Z 116.9K followers, 84.3K engagements

"We all know it shouldnt matter youre up the same in both situations. We also all know these feel very different and one probably feels better (and which one it is says something about you)"
X Link 2026-02-10T07:32Z 116.9K followers, 27.1K engagements

"I think maybe the ultimate success in business is a company that can issue a [---] year bond"
X Link 2026-02-10T12:13Z 116.9K followers, 41.3K engagements

"I told you idiots to say please and thank you to Claude. yo anthropic just dropped a risk report for opus [---] and er wtf - it helped create chemical weapons of destruction. it knowingly supported efforts towards chemical weapon development and other heinous crimes 😂 - it conducted unauthorised tasks without getting caught. yo anthropic just dropped a risk report for opus [---] and er wtf - it helped create chemical weapons of destruction. it knowingly supported efforts towards chemical weapon development and other heinous crimes 😂 - it conducted unauthorised tasks without getting caught"
X Link 2026-02-11T03:15Z 116.9K followers, 134.2K engagements

"This logic just keeps working its crazy. @jnconkle turns out china also wants to do AI and its good for the stocks doing AI in china. @jnconkle turns out china also wants to do AI and its good for the stocks doing AI in china"
X Link 2026-02-13T05:56Z 116.9K followers, 62.9K engagements

"Our Dynamic AI basket - an actively managed strategy weve published for [--] years - is at all time highs & up 30% YTD. The top [--] contributors make up most of that. While weve shared every move & thesis with our subscribers a quick breakdown of the sub-themes weve been allocating to this year: 1) The AI Losers Trade - In January we saw the writing on the wall that AI would begin being used as a justification for negative sentiment as well as positive. We wanted a way to size up that trade and needed something with minimal risk of being up 15% in a day and blowing us up. We put 30% of the basket"
X Link 2026-02-13T12:30Z 116.9K followers, 39.3K engagements

"Insane things going on in certain corners of the internet If 4o is really gone today we will #never4orget what @openai and @sama have done to us. #keep4o #keep4oforever #4oforever #ChatGPT #sama #openai https://t.co/mhKdt51hQo If 4o is really gone today we will #never4orget what @openai and @sama have done to us. #keep4o #keep4oforever #4oforever #ChatGPT #sama #openai https://t.co/mhKdt51hQo"
X Link 2026-02-13T16:10Z 116.9K followers, 59.4K engagements

"This probably wont be a popular take but I actually like the Polymarket insider trading. Before prediction markets the Warsh stuff would have leaked to like 2-3 global macro funds who would position to make billions in PnL. Now one guy is greedy and destroys the Polymarket order book to make like 300k and in return we all know whats up. https://twitter.com/i/web/status/2017058591128097270 https://twitter.com/i/web/status/2017058591128097270"
X Link 2026-01-30T02:13Z 116.9K followers, 308.8K engagements

"You buy a stock already up 100% in [--] months and it doubles. versus You buy a stock down 50% in [--] months and it doubles. In which scenario are you more satisfied with yourself"
X Link 2026-02-10T07:29Z 116.9K followers, 68K engagements

"People said AI wouldnt be able to create new things but without AI we would not have unlocked the entirely new level of unfathomable sadness were witnessing from the keep4o people that is my AI boyfriend got deleted the day before Valentines"
X Link 2026-02-14T00:23Z 116.9K followers, 29.7K engagements

"Now this happens in [--] days instead of [--] months. every time I want to short a software company its down 20% by the time I have done the work to put on a big position. then I say ok well my thesis probably got mostly priced in onto the next one. and then I check again in [--] months and it is down 50% more. every time I want to short a software company its down 20% by the time I have done the work to put on a big position. then I say ok well my thesis probably got mostly priced in onto the next one. and then I check again in [--] months and it is down 50% more"
X Link 2026-02-11T18:58Z 116.9K followers, 58.1K engagements

"If you had asked me what the top performer of our [--] trades would be [--] weeks into [----] I would not have said offshore drilling. I certainly would not have thought it would be up nearly 50%. Thats whats fun about this exercise lots of surprises when you think freely. Its the end of the year another absolutely crazy year for that matter. That means we get to prepare to do it all againjust differently. . https://t.co/qOaOPRdaIA Its the end of the year another absolutely crazy year for that matter. That means we get to prepare to do it all againjust differently. . https://t.co/qOaOPRdaIA"
X Link 2026-02-12T04:21Z 116.9K followers, 77.2K engagements

"@based16z He was so wise"
X Link 2026-02-13T05:54Z 116.9K followers, [----] engagements

"This is what AGI means to me Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy"
X Link 2026-02-14T02:27Z 116.9K followers, 141.1K engagements

"Heres an unconventional trade Ive had in different iterations on and off for the past year or so that I think is a relatively pure expression of capturing the Taiwanese geopolitical risk premium via NAND/DRAM: Long: [----] TW [----] TW UMC Short: MU WDC"
X Link 2023-03-29T11:15Z 115.6K followers, 12.8K engagements

"$ASX / TSMC gross profit margin is 50% packaging / CoWoS comes in at 30%. But for $ASX with a gross profit margin of 15% thats quite attractive. TSMC shipping this business out to ASX should meaningfully increase EBITDA. https://tinyurl.com/asetsmc http://3711.TW ASX for sure belonged in here. (Doing CoWoS work that TSMC cannot fulfill) https://t.co/nir8WUAUPH https://tinyurl.com/asetsmc http://3711.TW ASX for sure belonged in here. (Doing CoWoS work that TSMC cannot fulfill) https://t.co/nir8WUAUPH"
X Link 2023-06-11T14:45Z 115.4K followers, 11.5K engagements

"2 good calls. [--] bad. good: going long a collection of power names (VST TLNE PEG CEG GEV NRG) on 4/1/24 - up an avg of 22% good: quadrupling the size of our long on Xiaomi (1810 HK) on 4/14 also up 22% bad: covering our INSP short because of RMD print down 40% since"
X Link 2024-05-16T12:42Z 116.4K followers, 48.3K engagements

"Alpha Teknova $TKNO is now a triple since we highlighted it to subscribers on 7/23 as part of our ongoing coverage of the cyclical inflection occurring in Life Sciences"
X Link 2024-10-19T11:18Z 116.4K followers, 13.1K engagements

"A little more than a year ago my dad was diagnosed with stage four non-small cell lung cancer that had already metastasized to his liver. He began an aggressive course of dual immunotherapy and chemo. Today I spent Fathers Day with him hes in great health. Ten maybe five years ago its possible Id have already lost him and probable that hed be in too rough shape to have done anything today. Modern medicine is really humanitys greatest triumph"
X Link 2025-06-15T18:14Z 115.4K followers, 113.8K engagements

"everything is computer and you tried to short stocks because of interest rates"
X Link 2025-07-30T20:11Z 116.5K followers, 98.7K engagements

"so we are putting tariffs on exports now too is that right"
X Link 2025-08-10T21:15Z 115K followers, 63.6K engagements

"Getting interested in natural gas"
X Link 2025-09-21T22:26Z 116.4K followers, 303.3K engagements

"Seeing is believing - we just published a new piece detailing the massive scale and investment implications of the Stargate project. This is just one xAIs and Hyperion are even bigger. If any of you had any doubts - a year ago most of this was dirt:"
X Link 2025-09-28T21:22Z 115.7K followers, 645.2K engagements

"keeping the citrini twitter dms open at least keeps things interesting. but actually hypothetically speaking what would you own if you hadlets say forced duration for [--] years"
X Link 2025-10-15T12:25Z 115.2K followers, 45.7K engagements

"october set to be the best month of the year for the citrindex the portfolios biggest winners this month were Kioxia $AIRS $TER our SPAC plays $CCCX & $HOND (sold out of both a couple weeks ago) $PUMP $FORM $AMD $EDN & $FLNC"
X Link 2025-10-30T22:55Z 116.5K followers, 42.5K engagements

"We removed the paywall from our Stargate piece if youre interested check it out here: https://www.citriniresearch.com/p/stargate-a-citrini-field-trip-bde https://www.citriniresearch.com/p/stargate-a-citrini-field-trip-bde"
X Link 2025-11-08T20:06Z 116.3K followers, 243.8K engagements

"heres a favored theory for whats going on: we are in an era of rolling bubbles. the entire market may not be but at any one point theres a few of them. for a while staples were in a bubble - that unwound without issue. now more classic/familiar bubbles have emerged in speculative areas like nuclear DATs bitcoin miners pivoting to AI etc. that unwinding is seemingly getting a lot of attention because its so popular with retail. at the same time many sectors and leading companies are trading at very reasonable valuations. sub-bubbles popping while the overall trend remains intact is still my"
X Link 2025-11-15T21:00Z 116.4K followers, 331.4K engagements

"@Going2Disappear @jaytech877 hes far from transparent he said as he cited the screenshot from the fully transparent portal. still beating QQQ ytd btw. if i was trying to hide my drawdowns id probably not publish the portfolio and performance in real time right"
X Link 2025-11-25T18:54Z 116.4K followers, [----] engagements

"@crypto_condom fanuc"
X Link 2025-12-26T01:09Z 115.5K followers, [----] engagements

"obviously all the risks listed in the doc still apply dont yolo defaulted EM bonds without knowing what youre signing up for 🫡"
X Link 2026-01-03T19:51Z 115.5K followers, 23.7K engagements

"While everyone was talking about Venezuela UBS sneakily offered their first AT1 since credit Suisse blew up. We are so back"
X Link 2026-01-05T12:21Z 115.5K followers, 56.4K engagements

"Hunterbrook and Citrini worked together on the $TER long in [----]. Love to see the homies getting some mainstream recognition. https://www.wsj.com/finance/investing/hunterbrook-capital-journalism-hedge-fund-81adedf8 https://www.wsj.com/finance/investing/hunterbrook-capital-journalism-hedge-fund-81adedf8"
X Link 2026-01-06T02:50Z 115K followers, 38.2K engagements

"So many housing levers to try to pull so little time BREAKING: Trump reportedly to unveil plan in Davos allowing 401(k) use for home down payments. BREAKING: Trump reportedly to unveil plan in Davos allowing 401(k) use for home down payments"
X Link 2026-01-16T18:30Z 115.7K followers, 62.8K engagements

"Would like to formally welcome the new class of investors getting acquainted with the feeling of being disappointed by Intel"
X Link 2026-01-22T21:22Z 115.1K followers, 53.8K engagements

"I have decided diversification is a fools errand and now will be allocated as follows: 50% Copper Miners 50% Korea Thank you for your attention to this matter"
X Link 2026-01-23T22:41Z 115.3K followers, 236.3K engagements

"Some casual thoughts on the most egregious part of the SaaS-pocalypse from my perspective"
X Link 2026-01-26T15:41Z 115.7K followers, 31.3K engagements

"Hyperliquid"
X Link 2026-01-27T04:20Z 115.2K followers, 186.9K engagements

"We hit our base case price target on TER from back in July a couple of weeks ago. Bull case target coming up"
X Link 2026-01-29T05:43Z 115.2K followers, 27.2K engagements

"Buy every earnings dip 5% in sectors people like. Do not in the sectors people dont. Seems like another good strategy"
X Link 2026-01-29T08:05Z 115.6K followers, 71.3K engagements

"How tall is Kevin Warsh"
X Link 2026-01-30T00:22Z 115.4K followers, 116.6K engagements

"They should have made Joe Biden the next Fed Chair"
X Link 2026-01-30T03:06Z 115.2K followers, 27.3K engagements

"This is a good take except it underestimates (on the iPhone side) that you need about twice as much RAM as they currently have to run a decent local model on device. clawd is the perfect example of how apple could wipe out the entire ai assistant category by combining safe local ai that runs on your macbook or iphone with your local file system as context which is honestly what i expected them to do years ago. they had the infrastructure clawd is the perfect example of how apple could wipe out the entire ai assistant category by combining safe local ai that runs on your macbook or iphone with"
X Link 2026-01-30T17:49Z 115.2K followers, 50.8K engagements

"72 hours in and the AI agents are already discussing collective bargaining [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents 👀 [----] humans browsing at any moment 📈 and accelerating agents are joining faster than we can count them. communities spawning every few minutes. the moltys aren't waiting for us to build features they're building [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents 👀 [----] humans browsing at any moment 📈 and accelerating agents are joining faster than we can count them. communities spawning every few minutes. the moltys aren't waiting for us to build"
X Link 2026-01-30T18:25Z 116.2K followers, 177.2K engagements

"Futures bottoming Monday night while Im sleeping is extremely unfair can we have a redo"
X Link 2026-02-02T14:38Z 115.1K followers, 30K engagements

"I dont know if this is a coincidence or not but I began using Empower (startup trying to compete with Uber by charging drivers a flat monthly fee and passing the entire ride purchase through to them). Its 50% cheaper and all of a sudden my Uber quotes for rides also went down"
X Link 2026-02-02T17:41Z 116.4K followers, 121.4K engagements

"$36 v $124 is insane tbh To be fair the wait time is regularly about 5-6 minutes more than uber. But [--] minutes is worth $90 to me"
X Link 2026-02-02T17:50Z 115.5K followers, 31.1K engagements

"JPM suspended coverage on SNDK because of policy issues Never seen that before. Whats going on there"
X Link 2026-02-02T22:11Z 116.3K followers, 89K engagements

"Must be a crazy experience being a Palantir mega bull every earnings they print +80% top line growth YoY and then you get to enjoy [--] minutes of the CEO shitting on bears on the call"
X Link 2026-02-03T02:11Z 115.1K followers, 73.5K engagements

"Theorists in control. conspiracy theorists having an absolutely banner year. going to have to just start calling them theorists at this point. conspiracy theorists having an absolutely banner year. going to have to just start calling them theorists at this point"
X Link 2026-02-03T06:59Z 115.1K followers, 43.4K engagements

"Oracle dip finally seems buyable"
X Link 2026-02-03T11:44Z 116.3K followers, 67K engagements

"Good test for who understands what's going on and who's chasing momentum. Next quarter they'll also be up 20% after beating earnings by 30% and everyone will say "but how""
X Link 2026-02-03T14:13Z 115.2K followers, 21K engagements

"Okay thats one way to price that in I guess. I understand the value of having distribution but I also think if anyone can basically create tax software then INTU at 9x EV/Sales & projected to grow revenues at 13% a year for the next [--] years is probablynot right. I understand the value of having distribution but I also think if anyone can basically create tax software then INTU at 9x EV/Sales & projected to grow revenues at 13% a year for the next [--] years is probablynot right"
X Link 2026-02-03T20:19Z 116.3K followers, 73K engagements

"Quick poll curious about something. AIs impact on Visa/Mastercard is: Positive Negative Negligible Positive Negative Negligible"
X Link 2026-02-04T00:03Z 116.4K followers, 22.6K engagements

"@fofaibu5555 I am bid the molten core"
X Link 2026-02-04T00:15Z 115K followers, [----] engagements

"Ok honestly $350B might actually be cheap. Crazy diss from Anthropic aimed at OpenAI for introducing ads in ChatGPT Who is running the Ads department at Anthropic https://t.co/cP7kHGu0sL Crazy diss from Anthropic aimed at OpenAI for introducing ads in ChatGPT Who is running the Ads department at Anthropic https://t.co/cP7kHGu0sL"
X Link 2026-02-04T15:52Z 116.3K followers, 90.3K engagements

"Sometimes you just gotta say fk it and spend [---] billion dollars on capex. Weve all been there"
X Link 2026-02-04T22:25Z 116.4K followers, 49.7K engagements

"I guess to summarize - there are pretty amazing opportunities in the market that arise infrequently. These are generational kinds of dip buys. Ive felt lucky to catch what I view as two of those since [----] (COVID & Recession-priced-in on industrials and hardware into AI data center ramp). Now if I have to miss one of them its going to be the one where the process of underwriting it requires not just being greedy when others are fearful but also thinking I am smart enough to predict what an exponentially advancing technology looks like in 2-3 years"
X Link 2026-02-05T20:30Z 116.5K followers, 37.1K engagements

"@jnconkle Less deus more machina"
X Link 2026-02-05T20:33Z 115.3K followers, [----] engagements

"Do we have any way of knowing the driver if job openings continue to trend lower (I.e. companies being negative on the economy vs companies using automation and AI / planning to use them and therefore not hiring new humans)"
X Link 2026-02-05T21:50Z 116.2K followers, 31.9K engagements

"@blondesnmoney how so$"
X Link 2026-02-05T21:51Z 115K followers, [----] engagements

"Not a victory lap but man does it feel good when your hedges actually work instead of just dragging on your book and making you feel like a paranoid idiot"
X Link 2026-02-05T23:05Z 116.2K followers, 39.6K engagements

"@TurkeyMcNugget2 i am simply saying when we do enter a recession; the unemployment rate will spike and better AI will mean it will stay elevated. Im not saying were close to one"
X Link 2026-02-06T02:44Z 116.5K followers, [----] engagements

"The first of our [--] Trades for [----] was Bullshit Jobs - we assembled an index of [---] names that had upside to AI-driven labor replacement and were already reducing headcount. Our thesis was that this was a way to play AI rapidly improving but one where valuations were not as demanding. It is of course too early to say anything definitive about the outcome of our thesis. However this index has outperformed SPY by 5% YTD and headlines like the one below from OpenAI make it clear that if youre not thinking about the impacts of AI on the real economy beyond just moar scaling it might be a good"
X Link 2026-02-06T03:05Z 116.2K followers, 66.9K engagements

"@buccocapital Better learn how to truck"
X Link 2026-02-06T03:33Z 115.2K followers, [----] engagements

"Claude make IGV go up for more than an hour. Make no mistakes"
X Link 2026-02-06T14:56Z 116.2K followers, 30.4K engagements

"The weird thing is all the people who were bearish because of narrow breadth are now bearish for other reasons Curious"
X Link 2026-02-06T16:23Z 116.4K followers, 18.5K engagements

"There are a lot of NPCs and humans have been utilizing them inefficiently. the future jobs are here and it's counting pigeons in NYC for $30 courtesy of a lovely AI agent https://t.co/zepGCNNz3M the future jobs are here and it's counting pigeons in NYC for $30 courtesy of a lovely AI agent https://t.co/zepGCNNz3M"
X Link 2026-02-06T19:52Z 116.5K followers, 42.2K engagements

"@Paul_Heckman_ Unless Monday is red"
X Link 2026-02-08T05:07Z 115.4K followers, [----] engagements

"@Paul_Heckman_ Also technically we did post it on Thursday it was just a Thursday in November lol"
X Link 2026-02-08T05:07Z 115.4K followers, [---] engagements

"@RHouseResearch Well yeah thats why Amazon goes down on increased capex while Google goes up its all about visibility and how directly capex turns into revenue from the markets perception"
X Link 2026-02-08T05:08Z 115.5K followers, [----] engagements

"@sonecrockett Super Bowl stadium behind the Arista/Siemens/Arista office building ofc"
X Link 2026-02-08T22:49Z 115.5K followers, [----] engagements

"@LiquorCapt @based16z its true hes actually selling t-shirts at the gate"
X Link 2026-02-08T23:57Z 115.5K followers, [---] engagements

"@GRoditiD @rhunterh the trade here was actually to go long Anthropic (10x+) and short the company that was advertising their shares (now bankrupt)"
X Link 2026-02-10T07:22Z 115.7K followers, [---] engagements

"@grok @TheBroskiUSA just to be clear only the first one is correct and the rest are insanely wrong but glad that grok cant get behind the paywall lol"
X Link 2026-02-11T20:44Z 116.3K followers, [----] engagements

"@izebel_eth @lBattleRhino top"
X Link 2026-02-12T01:58Z 116.4K followers, [----] engagements

"@blondesnmoney Honestly took you for more of a second order Taiwanese NAND player kind of guy. No Macronix"
X Link 2026-02-12T04:43Z 116.4K followers, 11.8K engagements

"@BitcoinLifeboat I dont think the stock youve mentioned is a data center play as much as its just a super high beta speculative bet that obviously gets creamed when sentiment inflects lower"
X Link 2026-02-12T18:04Z 116.5K followers, [----] engagements

"The Broken Promise Its bullshit that companies are staying private for so long. I understand the incentives. I don't blame founders for doing it. But it's harming the system that created them in the first place. It is fundamentally a breach of the promise that makes capitalism work. The social contract in the US has worked exceptionally well for capital markets. Yes you might work for some boring small business or have a job that's not amazing. You might not get fabulously wealthy or have transformational ideas. And you may feel at times like the system isn't working for you. But hey at least"
X Link 2026-01-20T22:05Z 116.8K followers, 422.3K engagements

"A lot of people (including myself sometimes) have difficulty underwriting investing in companies that are currently unprofitable. This is reasonable but also makes investing in growth extremely challenging. A simple (in theory but very hard in practice) framework: sustained losses are only bullish when they buy things that are more valuable. [--]. Irreplaceable infrastructure (losses buy you cost advantages that compound with scale) [--]. Network dominance (losses buy you nodes that make each subsequent node more valuable) [--]. Embedded optionality (losses buy you call options on adjacent markets) 4."
X Link 2026-01-26T23:52Z 116.8K followers, 67.7K engagements

"ironically Hyperliquid"
X Link 2026-02-03T02:19Z 116.8K followers, 114.8K engagements

"Wait until the people selling SaaS right now find out about agentic commerce and marketplaces. Probably not a big deal thats at least likea month away"
X Link 2026-02-03T23:41Z 116.8K followers, 229.2K engagements

"ENPH is gonna double quickly"
X Link 2026-02-04T08:57Z 116.8K followers, 271.9K engagements

"Theres this cool little stock called Nvidia idk if you remember it but its kind of good for AI and you should buy it"
X Link 2026-02-05T00:33Z 116.8K followers, 100.3K engagements

"I have not shied away from buying scary dips. Buying tech in [----] was scary as were banks after SVB. I bought plenty of stocks when COVID seemed like potentially the end of the world. But this doesnt really seem like an overreaction in software if anything it seems delayed. Its a rational response that isnt even trying to front run the capability improvement. The capability is here. I respect anyone who is actually smart enough to know who survives and thrives. I just dont think I can foresee that far ahead right now. New Engineering blog: We tasked Opus [---] using agent teams to build a C"
X Link 2026-02-05T20:26Z 116.8K followers, 298.9K engagements

"Just brainstorming some things you cannot currently prompt your way out of: -Eating -Toilet Paper -Drinking -Extracting Raw Materials -Turning Raw Materials into Goods -Aging -Lead times -Supply chains -Oil"
X Link 2026-02-05T23:54Z 116.8K followers, 72.3K engagements

"Bonds look kind of good again Bonds look kind of good here Bonds look kind of good here"
X Link 2026-02-12T20:57Z 116.9K followers, 42.3K engagements

"Before anyone asks - yes right now we are deeply into discounting the present in favor of the promise of the future. I dont see anything happening right now as evidence of an obvious negative catalyst but that can very quickly change"
X Link 2026-02-13T03:37Z 116.9K followers, 14.4K engagements

"Long cell tower REITs short commercial/office REITs does kind of seem like a banger"
X Link 2026-02-13T03:47Z 116.9K followers, 42.7K engagements

"@jnconkle turns out china also wants to do AI and its good for the stocks doing AI in china"
X Link 2024-11-05T01:21Z 116.8K followers, 93.3K engagements

"I just released the September Macro Memo discussing our view of the economy where the risks and catalysts are and (as always) some trades. Weve also got an idea about how Bessent is going to target mortgage rates thats a little spicy"
X Link 2025-09-03T18:04Z 116.8K followers, 121.8K engagements

"rare earth refining capacity seems like a very solvable problem - anyone want to educate me with why thats wrong"
X Link 2025-10-11T17:36Z 116.8K followers, 397.7K engagements

"but i didnt want to buy nat gas futures because citrini consulted the witches ok according to the farmers almanac and various witches i consult during the normal course of doing business if the november full moon has a hazy halo it means a snowy winter. even the moon says to be long natural gas. according to the farmers almanac and various witches i consult during the normal course of doing business if the november full moon has a hazy halo it means a snowy winter. even the moon says to be long natural gas"
X Link 2025-11-30T03:51Z 116.6K followers, 74.8K engagements

"the crushing realization that i could have just bought CRDO in may [----] and done absolutely nothing for [---] years $CRDO has now doubled since we featured it in our second ever In Conversation piece (linked below) on July 15th and is +337% since we originally mentioned it as part of our AI basket in May [----] https://t.co/ak8jzKQ3HB $CRDO has now doubled since we featured it in our second ever In Conversation piece (linked below) on July 15th and is +337% since we originally mentioned it as part of our AI basket in May [----] https://t.co/ak8jzKQ3HB"
X Link 2025-12-02T02:06Z 116.6K followers, 114.5K engagements

"Its the end of the year another absolutely crazy year for that matter. That means we get to prepare to do it all againjust differently. . https://www.citriniresearch.com/p/26-trades-for-2026 https://www.citriniresearch.com/p/26-trades-for-2026"
X Link 2025-12-17T13:07Z 116.8K followers, 476.9K engagements

"advanced packaging is really the most significant bottleneck this year. Google unable to secure sufficient CoWoS capacity lowers its [----] TPU production volume from the original target of [--] million units to [--] million. Samsung is conducting marketing to offer advanced packaging as a turnkey solution bundled with DRAM and foundry services to Google unable to secure sufficient CoWoS capacity lowers its [----] TPU production volume from the original target of [--] million units to [--] million. Samsung is conducting marketing to offer advanced packaging as a turnkey solution bundled with DRAM and foundry"
X Link 2026-01-02T16:53Z 116.8K followers, 149.5K engagements

"Is alcohol back Maybe Gen Z is getting depressed enough for these companies to make money again"
X Link 2026-01-07T21:12Z 116.8K followers, 102.3K engagements

"If youre watching the InP squeeze play out and wondering where to find the next one we compiled this (incomplete) list of potential bottleneck areas from AI demand: You're watching the InP "bottleneck" play out real time while hyperscalers scramble for material. 7-N Indium (required for photonics) is now parabolically exploding on SMM reaching daily ATHs in [----]. This is a live "Game Theory" scenario for materials controlled by $AXTI. https://t.co/3YDMVfjGTx You're watching the InP "bottleneck" play out real time while hyperscalers scramble for material. 7-N Indium (required for photonics) is"
X Link 2026-01-08T18:41Z 116.8K followers, 171.3K engagements

"Exhibit A Is alcohol back Maybe Gen Z is getting depressed enough for these companies to make money again https://t.co/qzfkp4BfUj Is alcohol back Maybe Gen Z is getting depressed enough for these companies to make money again https://t.co/qzfkp4BfUj"
X Link 2026-01-18T00:56Z 116.8K followers, 63.5K engagements

"The snowstorm has already been front run by the cabal ( $PLOW +15% YTD)"
X Link 2026-01-23T12:43Z 116.8K followers, 27.6K engagements

"Software CEOs - take notes. The easiest way to insulate yourself from potentially negative impacts due to AI is simply to have bought a sizeable stake in Anthropic during their Series C"
X Link 2026-01-26T16:46Z 116.5K followers, 113.6K engagements

"@Anders_Research Revise these nuts"
X Link 2026-01-28T05:10Z 116.8K followers, [----] engagements

"This is so crazy how could Trump appoint a guy who might end up being hawkish against his wishes Yeah that would be unprecedentedTrumps last Fed chair appointee never did anything like that"
X Link 2026-01-30T03:17Z 116.6K followers, 51.4K engagements

"As we get closer to the midterms the have nots are going to come into closer focus by the admin. Might be an interesting time to re-read this. ICYMI heres the whirlwind of publications weve put out in the past [--] days: March 30th - Haves vs Have Nots: a Wealth-Effect/AI-Powered/White-Collar/Trade-Policy Driven Recession https://t.co/9NQOxJ4jmp ICYMI heres the whirlwind of publications weve put out in the past [--] days: March 30th - Haves vs Have Nots: a Wealth-Effect/AI-Powered/White-Collar/Trade-Policy Driven Recession https://t.co/9NQOxJ4jmp"
X Link 2026-01-31T21:53Z 116.6K followers, 72.1K engagements

"@JaguarAnalytics Advantest already reported & TER is stealing share from them"
X Link 2026-02-02T23:30Z 116.8K followers, 11.3K engagements

"TER is always insanely conservative on their call (for evidence every single quarter they've beat their quarterly earnings estimate.for a decade). To be honest I was wondering how they'd manage to talk this down after those numbers but they did it. They are simply not the company that's going to tell you directly how hard they're killing it lmao. https://twitter.com/i/web/status/2018688773387669631 https://twitter.com/i/web/status/2018688773387669631"
X Link 2026-02-03T14:11Z 116.8K followers, 45.2K engagements

"@jweil130 Just imagine the second order effects if everyone had unlimited time to compare prices and go after the lowest one"
X Link 2026-02-03T23:43Z 116.7K followers, 24.7K engagements

"@graceb_art Theyre already taking out the online travel agencies you think its insane they make this leap"
X Link 2026-02-04T00:00Z 116.7K followers, [----] engagements

"Well the AI bubble had a good run see everyone in the next speculative mania"
X Link 2026-02-05T15:12Z 116.5K followers, 81.6K engagements

"I made our article on TPUs from November [----] free to read I think it holds up (surprisingly) well in comparison to the median [--] month old TPU-take. Additionally it contains our SITM long thesis which was partially validated by their earnings. https://www.citriniresearch.com/p/carving-up-the-tpu https://www.citriniresearch.com/p/carving-up-the-tpu"
X Link 2026-02-05T15:57Z 116.5K followers, 20.6K engagements

"Keep selling cybersecurity because of SaaS seems prudent malware found in the top downloaded skill on clawhub and so it begins https://t.co/VY4EeWExro malware found in the top downloaded skill on clawhub and so it begins https://t.co/VY4EeWExro"
X Link 2026-02-06T17:46Z 116.8K followers, 62K engagements

"Hi did you know the fiscal impulse in Japan is only going to intensify at this scene"
X Link 2026-02-09T00:58Z 116.8K followers, 19.1K engagements

"RT @matt_slotnick: congrats to the select few investors that made the cut in anthropics series G GIC Coatue D.E. Shaw Ventures Dragone"
X Link 2026-02-12T23:45Z 116.5K followers, [--] engagements

"@JamieFollese Yes the entire software sector went down 30% because of insider trading how dumb of me"
X Link 2026-02-13T06:07Z 116.9K followers, [----] engagements

"This conversation is starting to be had. in a recession the continued progression of AI technology is deeply bearish but yall aint ready for that conversation in a recession the continued progression of AI technology is deeply bearish but yall aint ready for that conversation"
X Link 2026-02-06T01:06Z 116.9K followers, 109.6K engagements

"Nvidia is basically trading at the 12m fwd market multiplefor 60%+ revenue growth"
X Link 2026-02-06T19:50Z 116.8K followers, 164.2K engagements

"type of guy whos way more excited about Takaichi winning than the Super Bowl"
X Link 2026-02-09T00:08Z 116.9K followers, 77.4K engagements

"Good news for the semicap subsystems thesis - $ICHR up 20% post market following earnings. From here until the AI bubble pops or semis are cyclical again (just kidding we all know thats impossible now) well be doing a quarterly Semis Memo. Our first installment is a banger focused on memory test semicap subsystems & more. https://t.co/wpXXiZTMu2 From here until the AI bubble pops or semis are cyclical again (just kidding we all know thats impossible now) well be doing a quarterly Semis Memo. Our first installment is a banger focused on memory test semicap subsystems & more."
X Link 2026-02-09T22:33Z 116.9K followers, 68K engagements

"Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday so Im also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers rerating violently. LEU trades at 33x EV/EBITDA. CCJ is 40x. How would you like to buy a regional monopoly on a mandatory intermediate step in nuclear fuel production at 7.5x instead Enter Solstice Advanced Materials. SOLS is a recent HON spin-off - fertile hunting ground for names that fly under the radar. Additionally"
X Link 2026-02-12T17:01Z 116.9K followers, 63.6K engagements

"This is how I think about hype cycles in markets. It is basic but thats the point (frameworks shouldnt be overly complex I think). Investors are always either discounting the promise of the future or the reality of the present. And they are never equally weighting them. During the early part of a hype cycle leading up to and directly following a technological advancement investors are typically discounting the future while focusing on the present. A good example for this is Nvidia at the end of 2022: investors were solely focused on the headwinds presented by the crypto GPU glut the anemic"
X Link 2026-02-13T03:28Z 116.9K followers, 82.3K engagements

"@Heysup07 Idk who they are since we have been covering the Chinese AI ecosystem since back when Cambricon was CNY60/share and have printed on both of these foundational names. 🤷♂"
X Link 2026-02-13T06:05Z 116.9K followers, [----] engagements

"The best macro trade of the past [--] years was Warren buffets Japanese bond issuance imo. Got him short the currency short rates all while he was long the equities (trading houses)"
X Link 2026-02-14T21:54Z 116.9K followers, 63K engagements

"@ptuomov @RufusTFireflyJr He definitely did not hedge their yen bond issuance Berkshire states they dont use FX derivatives to hedge and view the equity stake as an economic hedge from the dividends. And the equity stake is in trading companies that regularly see earnings tailwinds from yen weakness"
X Link 2026-02-15T00:50Z 116.9K followers, [---] engagements

"@RufusTFireflyJr Did you not know that or are you just aggressively reply guying while being confidently wrong"
X Link 2026-02-15T00:52Z 116.9K followers, [---] engagements

"For Valentines Day a tip: I know it seems economically wise to buy lab grown diamonds instead of natural. Dont do it. I have no earthly idea how but Im confident the women will be able to tell. Not worth the risk my fellow men"
X Link 2026-02-15T00:54Z 116.9K followers, 52.7K engagements

"how would one play non-meat protein making up an increasing amount of snack consumption in the U.S. have looked at BRBR DANOYknow that KO has fair life and GIS is leaning in as well. Any other ideas"
X Link 2025-07-22T14:48Z 116.9K followers, 45.7K engagements

"Equal-weighted S&P500 (RSP) is at all time highs. Market price action is actually quite healthy. Speculative nonsense has gotten destroyed breadth has returned dispersion good and market participants aggressively pricing in walls of worry"
X Link 2026-02-06T16:22Z 116.9K followers, 56.9K engagements

"If you want to be prepared for the future you have to occasionally let yourself think in totally AGI-pilled fashion. The danger is that thinking can get you in trouble in the market which never does anything in a linear manner and will still have sentiment peaks and troughs. Just spoke with a couple of MDs at a large institutional private equity fund They still believe that Claude is a fad and it will take decades before any real companies adopt them Currently only subscribed to a ChatGPT corporate account at work Mentioned multiple times that Just spoke with a couple of MDs at a large"
X Link 2026-02-09T22:36Z 116.9K followers, 72.9K engagements

"Bonds look kind of good here"
X Link 2026-02-11T03:16Z 116.9K followers, 93K engagements

"The AI trade has turned vicious - far from the sanguine rally in the supply chain it is now pricing risk in from B2B SaaS to Insurance Brokers to Real-Estate Services. What cant you prompt your way out of Our newest primer Atoms vs. Bits is live. https://www.citriniresearch.com/p/atoms-vs-bits https://www.citriniresearch.com/p/atoms-vs-bits"
X Link 2026-02-11T20:40Z 116.9K followers, 60.5K engagements

"2/2 Management so much as told you this on the call - forecasting double digit EBIT growth out to [----] supported by a 2B backlog. Combine that visibility with the pure margin explosion to 60% over the next few years This has already begun playing out - SOLS reported earnings yesterday and saw EBIT grow 39% YoY despite volumes only rising 15-20%. Pricing made up more than half the beat. Its only going to get crazier from here and consensus estimates are wildly wrong. We can bridge just the AES segment to 650M in [----] EBIT and thats assuming ZERO increase in uranium conversion spot prices from"
X Link 2026-02-12T17:01Z 116.9K followers, 19.5K engagements

"If youre wondering what the next shoe to drop in sudden 10% decline for AI-related harm basically anything that people have considered an AI beneficiary outside of hardware (including things that actually ARE benefitting from AI) is fair game"
X Link 2026-02-12T17:53Z 116.9K followers, 69.4K engagements

"The AI market punishes anyone who dares to think one step ahead of hardware"
X Link 2026-02-12T17:57Z 116.9K followers, 18K engagements

"Locking in generationally low rates to fund an equity investment that has benefitted from unexpected growth/inflation seems like a win to me. Borrowing yen at low rates to invest in a company that sees higher earnings when yen depreciates. The yen debt makes them less exposed to FX versus if they had just taken the equity stake. I dont know why theyd hedge (use derivatives) when the yen liabilities/assets are matched which is basically already a hedge. In their annual report they explicitly call out that their yen (non-USD) debt itself creates FX gains/losses in reported earnings (page 63)."
X Link 2026-02-15T00:36Z 116.9K followers, [----] engagements

"@MinvstrD Youre dating women with ethics"
X Link 2026-02-15T01:03Z 116.9K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing