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@Citrini7 Avatar @Citrini7 Citrini

Citrini's research has been making notable calls, including a thematic review on June 1st that led to a XXXX% 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: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence #

Social category influence finance #3352 countries XXXX% stocks XXXX% cryptocurrencies #991 technology brands XXXX% exchanges XXXX% social networks XXXX%

Social topic influence china 0.71%, investment 0.53%, stocks #392, the ai #40, upside #26, bubble #157, tariffs #2178, russia 0.18%, ukraine 0.18%, balance sheet XXXX%

Top accounts mentioned or mentioned by @jnconkle @agnostoxxx @arya__deniz @jackfarley96 @stevehou0 @tmtlongshort @bauhiniacapital @metacriticcap @ajacksonhole @lowalphahighvol @weaponizedfomo @tickerplus @investornick @algoflows @apkramar @hissklarman @contrariancurse @jamesdsneed @alphatrader00 @shortsellerst

Top assets mentioned Coldstack (CLS) Regal Rexnord, Corp. (RRX) Rockwell Automation (ROK) Arthur J. Gallagher & Co. (AJG) Old Republic International Corporation (ORI) AFLAC Incorporated (AFL) Neurobro (BRO) First American Financial Corporation (FAF) Progressive Corp (PGR) SaitaChain Coin (STC) Bitcoin (BTC) MobileCoin (MOB) MarketAxess Holdings Inc. (MKTX) Linde PLC (LIN) Air Products & Chemicals, Inc. (APD) PayPal Holdings Inc (PYPL) Verisign, Inc. (VRSN)

Top Social Posts #

Top posts by engagements in the last XX hours

"Heard a real interesting thesis today that the reason Gold is ripping is because of expectations of a Russia / Ukraine peace treaty thatll eliminate Russian war funding driven selling pressure"
X Link @Citrini7 2024-04-11T23:32Z 92.9K followers, 88.1K engagements

"recently learned from speaking with an ai engineer that the ai boyfriend market is currently much larger than the ai girlfriend market"
X Link @Citrini7 2025-10-15T11:44Z 93K followers, 212.8K engagements

"Some simple thoughts on how to hedge against the expansion of data center financing and off balance sheet arrangements from last week:"
X Link @Citrini7 2025-10-02T13:23Z 92.9K followers, 36.5K engagements

"i have encountered all kinds of reasons why robotics wont be the next evolution of AI since we first authored our primer. a very popular one is: well LLMs have the sum history of human knowledge as training data and robotics dont have all that much ok. yeah. thats like saying well data centers have a lot of CPUs but not a lot of GPUs so I guess we cant do AI. solvable problems are opportunities not roadblocks. going to be interesting to see how we solve this one but theres a lot of progress being made already"
X Link @Citrini7 2025-10-16T12:12Z 93K followers, 60.2K engagements

"HSTECH since this +24.5% Nasdaq +7%"
X Link @Citrini7 2025-02-10T04:44Z 93K followers, 153K engagements

"run it back"
X Link @Citrini7 2025-09-19T15:30Z 93K followers, 45.9K engagements

"finance really brings out the worst in people. when that article about @leopoldasch came out my feed was all people deriding the idea that someone young with a tech background should have been able to raise all that money. 13F comes out and its all people saying theyll blow up (because people dont understand how options are reported on filings). meanwhile theyve generated about a billion dollars for investors ytd. i for one think its sick and hope he continues to succeed"
X Link @Citrini7 2025-09-18T19:01Z 92.9K followers, 192.3K engagements

"We are all confident the sun definitely cant melt wax right"
X Link @Citrini7 2025-09-22T21:57Z 93K followers, 42.2K engagements

"if a jobs number prints in the forest and nobody is around to hear it does it make a sound"
X Link @Citrini7 2025-10-03T15:39Z 92.9K followers, 47.7K engagements

"Whats a thesis youve got that you think will be correct in X years but youre too unwilling to fight the short term price action to put on Ill go first: I think Adobe will be fine and even do well in the AI era. But I dont want to fight the quarter to quarter / factors"
X Link @Citrini7 2025-10-06T01:45Z 93K followers, 89K 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 X years"
X Link @Citrini7 2025-10-15T12:25Z 93K followers, 43.5K engagements

"actually rare earth stock price appreciation is not rare"
X Link @Citrini7 2025-10-13T16:24Z 93K followers, 66.8K engagements

"anyone still holding CLS can thank me for the new ATHs because I sold it at $XXX and of course it had to rip in my face afterwards"
X Link @Citrini7 2025-10-16T03:34Z 93K followers, 55.1K engagements

"I think the reason this is hard to comprehend is because 1GW means absolutely nothing to most people. Every time you read that just replace it with: XXX football fields filled with cables fiber pipes generator sets transformers chillers switchgear cable trays fuel tanks batteries copper busways electrical components (2N redundant) pumps air handlers fire suppression systems all the fancy actual computing gear and 200000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes"
X Link @Citrini7 2025-09-25T05:43Z 93K followers, 159K engagements

"what is this feeling i have never experienced having a positive pnl on intel before"
X Link @Citrini7 2025-09-18T13:21Z 93K followers, 54.1K engagements

"wonder what impact the wealth effect from the great crypto deletion of 2025 will have on discretionary spending"
X Link @Citrini7 2025-10-11T21:21Z 93K followers, 114.2K engagements

"i got @dreamtemple_ to make us XX citrini shirts but we only have X employees so XX of you are getting shirts. for the first five - whats your best macro trade for the next month"
X Link @Citrini7 2025-08-20T02:06Z 92.9K followers, 129.7K engagements

"Something weird to think about is that every trader will have (or already has had) their best trade ever and they wont know what it is/was until they quit/die"
X Link @Citrini7 2025-08-09T01:24Z 93K followers, 38.5K 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 @Citrini7 2025-09-28T21:22Z 93K followers, 595.1K engagements

"hard to express how fucked the average consumer is right now. guess it doesnt really matter that much for the market butwow the data is not pretty"
X Link @Citrini7 2025-10-04T23:58Z 93K followers, 249.2K engagements

"in a rates down kinda trashy stocks to the moon environment convertible bond etfs can do better than equity indices with less volatility. its a good right tail allocation. year to date ICVT has a total return of XXXX% beating both SPY and QQQ"
X Link @Citrini7 2025-10-15T21:30Z 93K followers, 53.9K engagements

"im just saying you can pick your sides here"
X Link @Citrini7 2025-07-10T14:32Z 92.9K followers, 142.8K engagements

"lmao theyre gonna blackmail the homebuilders"
X Link @Citrini7 2025-10-13T02:10Z 93K followers, 252.8K engagements

"Potentially the 60th time China has announced export controls on rare earths in the past X years is going to play out just like the 59th time"
X Link @Citrini7 2025-10-12T03:24Z 93K followers, 125.9K 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 @Citrini7 2025-07-22T14:48Z 92.9K followers, 45.6K engagements

"@ContrarianCurse @Valentino_0x @FischerRandom1 (you cant do it broadly but many cyclically fked auto suppliers are also robotics supply chain keys e.g. $RRX $ALNT $ROK in western mkts)"
X Link @Citrini7 2025-06-14T01:11Z 93K followers, 1772 engagements

"schrodingers soft landing is no more welcome to the macroeconomic ouroboros"
X Link @Citrini7 2025-02-28T03:07Z 92.9K followers, 227.7K engagements

"@KarlNabisco like a year if we get serious about it"
X Link @Citrini7 2025-10-11T17:37Z 93K followers, 12.3K engagements

"whats the most random thing youve ever gotten a correct investment intuition from"
X Link @Citrini7 2025-08-27T00:55Z 92.8K followers, 92.3K engagements

"rare earth refining capacity seems like a very solvable problem - anyone want to educate me with why thats wrong"
X Link @Citrini7 2025-10-11T17:36Z 93K followers, 391.2K engagements

"@ThereWillBeQE I have looked and while it seems environmentally dicey its certainly not at the level of like TSMC process complexity. Its nothing we cant do weve done it before just fine"
X Link @Citrini7 2025-10-11T17:42Z 92.9K followers, 15.2K engagements

"13. Long Good US Insurance Companies Short Not So Good US Insurance Companies: Good: $AJG $ORI $AFL $BRO $PGR Not So Good: $FAF $SPNT $STC $MCYS"
X Link @Citrini7 2023-01-02T03:49Z 92.9K followers, 17.7K engagements

"@ContrarianCurse wow why didnt i think of this. i can simply make it so theres no scenario where i lose. thank you sir"
X Link @Citrini7 2025-10-14T14:41Z 93K followers, 1529 engagements

"are trump tariffs a macro event idk"
X Link @Citrini7 2025-10-12T00:57Z 93K followers, 43.7K engagements

"There are just some names that cant really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up. Vertiv GEV/Siemens Energy Primoris Emcor Legrand Corning Prysmian Quanta etc Once you understand the scale involved you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is these stocks go up. B) we stop building data centers at this pace they go down. There is really no middle ground no third option. There are just 50-60 names that you simply cannot avoid when youre building these who will not be"
X Link @Citrini7 2025-09-25T05:05Z 93K followers, 257.7K engagements

"Great write up by @BlueDuckCap - weve owned $MOB in our Drone/Electronic Warfare basket since June and highlighted the opportunity in our August State of the Themes. Continues to be one of the more asymmetric plays on this theme"
X Link @Citrini7 2025-09-26T18:11Z 92.9K followers, 55.1K engagements

"if AI were good youd be able to go on streeteasy or zillow spend half an hour liking specific things and disliking others and then it would just agentically looking for places until one was perfect. is this a thing already"
X Link @Citrini7 2025-10-04T03:20Z 92.8K followers, 45.9K engagements

"ABB is excellent at selling segments of their business before massive secular tailwinds in that segment begin. Just look at when they sold their transformer biz"
X Link @Citrini7 2025-10-08T19:52Z 93K followers, 42.2K engagements

"really wish the japanese stocks Im long were the only stocks i owned rnwhat an insane move in the nikkei"
X Link @Citrini7 2025-10-05T23:35Z 92.8K followers, 61.1K engagements

"oh it might be actually over"
X Link @Citrini7 2025-10-11T18:34Z 93K followers, 75.1K engagements

"@ThereWillBeQE just seems like a fixable problem as opposed to the much more difficult ones like onshoring semi fab"
X Link @Citrini7 2025-10-11T18:16Z 92.8K followers, 5730 engagements

"Post a ticker and no more than six words explaining why it will outperform over the next XX months:"
X Link @Citrini7 2024-04-08T11:20Z 92.8K followers, 186.3K engagements

"hot take: you should not make fun of people who have killed themselves even if you think their positioning was dumb"
X Link @Citrini7 2025-10-11T17:20Z 93K followers, 82.4K engagements

"posting these two slides from that deck we made about china for no specific reason"
X Link @Citrini7 2025-03-16T14:42Z 92.8K followers, 41.4K engagements

"Is there a pharmaceutical company developing a treatment for Earnings Season Induced Bipolar Disorder"
X Link @Citrini7 2025-08-07T21:25Z 93K followers, 21.4K engagements

"my favorite new conspiracy theory is that @dylan522p and @dwarkesh_sp are the same person. everyone conspiring theyre related hasnt taken it far enough"
X Link @Citrini7 2025-10-14T13:27Z 93K followers, 27.6K engagements

"@ContrarianCurse @Valentino_0x @FischerRandom1 vision language action models unlocking a sooner robotic future"
X Link @Citrini7 2025-06-14T01:10Z 93K followers, 1269 engagements

"the information is actually not information"
X Link @Citrini7 2025-10-07T19:57Z 92.9K followers, 46.5K engagements

"so we are putting tariffs on exports now too is that right"
X Link @Citrini7 2025-08-10T21:15Z 93K followers, 63.6K engagements

"have any of you ever used IBKRs sell all positions button its kind of tempting to me in the same way that i imagine the eject button in the cockpit of a fighter jet is"
X Link @Citrini7 2025-10-09T17:38Z 93K followers, 303.4K engagements

"@wsenti Please elaborate (genuinely asking)"
X Link @Citrini7 2025-10-12T21:15Z 92.9K followers, 2307 engagements

"we had a TACO trade and the long end is still bid bullish TLT i think"
X Link @Citrini7 2025-10-14T14:40Z 93K followers, 49.5K engagements

"whats interesting to YOU right now"
X Link @Citrini7 2025-08-20T01:48Z 92.9K followers, 73.9K engagements

"Its very difficult for me to imagine a world where youre a company that has a primary input of rare earth elements have not been under a rock for the past decade and have not decided to stockpile a reasonable amount of them for this exact eventuality Do we have data on this"
X Link @Citrini7 2025-10-12T17:49Z 93K followers, 73.9K engagements

"bond traders are really smart not like those punters just trading technicals and charts XX year yield tops at XXXXX% XX year yield bottoms at 4.000%"
X Link @Citrini7 2025-09-25T14:37Z 93K followers, 59.3K engagements

"Standalone Longs: $LIN $APD $0NWF.LN $HDSN MarketAxess $MKTX Implenia AG $IMPN:SIX China dentistry $6699.HK $600285.CN Muangthai Capital $MTC:SET VeriSign $VRSN PayPal $PYPL"
X Link @Citrini7 2023-01-02T04:09Z 92.8K followers, 16.4K engagements

"shares of the company that make this robot (Zhejiang Dingli Machinery) are down like XX% since 2021"
X Link @Citrini7 2025-10-04T16:54Z 92.9K followers, 221.6K engagements

"* * * *. *. bubbles last longer than you think they will. *. *"
X Link @Citrini7 2024-02-11T15:15Z 93K followers, 172.8K engagements

"Its a pretty great feeling to have something you love doing that allows you nearly infinite room for improvement and consistently demands you stay on top of your game"
X Link @Citrini7 2025-10-04T18:49Z 93K followers, 73.9K engagements