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# ![@Citrini7 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1365809270034477069.png) @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: XXXXXX [#](/creator/twitter::1365809270034477069/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1365809270034477069/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +24%
- X Months XXXXXXXXXX +18%
- X Year XXXXXXXXXX +18%

### Mentions: XX [#](/creator/twitter::1365809270034477069/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1365809270034477069/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX -XXXX%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1365809270034477069/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1365809270034477069/c:line/m:followers.svg)

- X Week XXXXXX +0.51%
- X Month XXXXXX +4.60%
- X Months XXXXXX +27%
- X Year XXXXXX +74%

### CreatorRank: XXXXXXX [#](/creator/twitter::1365809270034477069/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1365809270034477069/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1365809270034477069/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[china](/topic/china) 2.75%, [investment](/topic/investment) #1980, [a very](/topic/a-very) #820, [stocks](/topic/stocks) 1.83%, [money](/topic/money) 1.83%, [robot](/topic/robot) 1.83%, [generator](/topic/generator) 0.92%, [futures](/topic/futures) 0.92%, [$hond](/topic/$hond) 0.92%, [rates](/topic/rates) XXXX%

**Top accounts mentioned or mentioned by**
[@teddygambino](/creator/undefined) [@jnconkle](/creator/undefined) [@shaletier7](/creator/undefined) [@jackfarley96](/creator/undefined) [@thebenschmark](/creator/undefined) [@stockstormx](/creator/undefined) [@arya__deniz](/creator/undefined) [@rickpoyton21500](/creator/undefined) [@686prism](/creator/undefined) [@contrariancurse](/creator/undefined) [@hgwellsfargo](/creator/undefined) [@bowtiedlobster](/creator/undefined) [@highfrequenshe](/creator/undefined) [@bauhiniacapital](/creator/undefined) [@valentino0x](/creator/undefined) [@fischerrandom1](/creator/undefined) [@stevehou0](/creator/undefined) [@crypto_condom](/creator/undefined) [@mindfuldatapath](/creator/undefined) [@shortsellerst](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Teradyne, Inc. (TER)](/topic/$ter) [Spotify Technology (SPOT)](/topic/$spot) [MobileCoin (MOB)](/topic/$mob) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Linde PLC (LIN)](/topic/$lin) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Coldstack (CLS)](/topic/$cls)
### Top Social Posts [#](/creator/twitter::1365809270034477069/posts)
---
Top posts by engagements in the last XX hours

"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](https://x.com/Citrini7/status/1971088055919333509) [@Citrini7](/creator/x/Citrini7) 2025-09-25T05:43Z 93.4K followers, 160.7K engagements


"ZION might be a terrible underwriter but mormons dont do bank runs"  
[X Link](https://x.com/Citrini7/status/1978994267864338688) [@Citrini7](/creator/x/Citrini7) 2025-10-17T01:19Z 93.4K followers, 61.6K engagements


"ruined my weekend by shorting gold on thursday now just kind of waiting for futures to open and GC to be at 4500 for some reason"  
[X Link](https://x.com/Citrini7/status/1979969666039627961) [@Citrini7](/creator/x/Citrini7) 2025-10-19T17:55Z 93.4K followers, 148.8K 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](https://x.com/Citrini7/status/1972411588629152078) [@Citrini7](/creator/x/Citrini7) 2025-09-28T21:22Z 93.4K followers, 596.3K engagements


"rare earth refining capacity seems like a very solvable problem - anyone want to educate me with why thats wrong"  
[X Link](https://x.com/Citrini7/status/1977065795285925994) [@Citrini7](/creator/x/Citrini7) 2025-10-11T17:36Z 93.4K followers, 394.1K engagements


"lmao theyre gonna blackmail the homebuilders"  
[X Link](https://x.com/Citrini7/status/1977557514108702752) [@Citrini7](/creator/x/Citrini7) 2025-10-13T02:10Z 93.4K followers, 253.6K engagements


"actually rare earth stock price appreciation is not rare"  
[X Link](https://x.com/Citrini7/status/1977772423396085877) [@Citrini7](/creator/x/Citrini7) 2025-10-13T16:24Z 93.4K followers, 67.5K engagements


"our favorite SPAC - $HOND - went from XXXXX - XX in a little under X months. its 2021 again baby"  
[X Link](https://x.com/Citrini7/status/1978431953452810271) [@Citrini7](/creator/x/Citrini7) 2025-10-15T12:05Z 93.4K followers, 27.2K 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](https://x.com/Citrini7/status/1978574295849644061) [@Citrini7](/creator/x/Citrini7) 2025-10-15T21:30Z 93.4K followers, 57.4K engagements


"@highfrequenshe you just lend the money and then let the credit risk jostle it around"  
[X Link](https://x.com/Citrini7/status/1979028498615316593) [@Citrini7](/creator/x/Citrini7) 2025-10-17T03:35Z 93.4K followers, 1608 engagements


"i guess the autists got behind us"  
[X Link](https://x.com/Citrini7/status/1980440624982815127) [@Citrini7](/creator/x/Citrini7) 2025-10-21T01:06Z 93.4K followers, 49.6K 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](https://x.com/Citrini7/status/1947670205762617562) [@Citrini7](/creator/x/Citrini7) 2025-07-22T14:48Z 93.4K followers, 45.6K engagements


"* * * *. *. bubbles last longer than you think they will.   *. *"  
[X Link](https://x.com/Citrini7/status/1756698594688499718) [@Citrini7](/creator/x/Citrini7) 2024-02-11T15:15Z 93.4K followers, 173.2K engagements


"Jack is honestly a goated host I always enjoy speaking with him even if I sometimes say dumb stuff (although my jack-track-record is pretty good so far)"  
[X Link](https://x.com/Citrini7/status/1944466918531797252) [@Citrini7](/creator/x/Citrini7) 2025-07-13T18:40Z 93.4K followers, 70.8K engagements


"whats interesting to YOU right now"  
[X Link](https://x.com/Citrini7/status/1957982935774097679) [@Citrini7](/creator/x/Citrini7) 2025-08-20T01:48Z 93.4K followers, 73.9K engagements


"Getting interested in natural gas"  
[X Link](https://x.com/Citrini7/status/1969890949095465179) [@Citrini7](/creator/x/Citrini7) 2025-09-21T22:26Z 93.4K followers, 299.3K 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](https://x.com/Citrini7/status/1977431552859484531) [@Citrini7](/creator/x/Citrini7) 2025-10-12T17:49Z 93.4K followers, 75.7K 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](https://x.com/Citrini7/status/1978090334929264691) [@Citrini7](/creator/x/Citrini7) 2025-10-14T13:27Z 93.4K followers, 28.6K engagements


"we had a TACO trade and the long end is still bid bullish TLT i think"  
[X Link](https://x.com/Citrini7/status/1978108703325732900) [@Citrini7](/creator/x/Citrini7) 2025-10-14T14:40Z 93.4K followers, 50.3K 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](https://x.com/Citrini7/status/1978437104678867031) [@Citrini7](/creator/x/Citrini7) 2025-10-15T12:25Z 93.4K followers, 45K engagements


"bought some dec GLD puts last thursday just sold half of em for a double and now safely have a low-stress free roll until then on gold going down. feels good"  
[X Link](https://x.com/Citrini7/status/1980657319487963488) [@Citrini7](/creator/x/Citrini7) 2025-10-21T15:27Z 93.4K followers, 53K engagements


"Post a ticker and no more than six words explaining why it will outperform over the next XX months:"  
[X Link](https://x.com/Citrini7/status/1777295546526360037) [@Citrini7](/creator/x/Citrini7) 2024-04-08T11:20Z 93.3K followers, 186.3K engagements


"2 good calls. X bad. good: going long a collection of power names (VST TLNE PEG CEG GEV NRG) on 4/1/24 - up an avg of XX% good: quadrupling the size of our long on Xiaomi (1810 HK) on 4/14 also up XX% bad: covering our INSP short because of RMD print down XX% since"  
[X Link](https://x.com/Citrini7/status/1791086892580000246) [@Citrini7](/creator/x/Citrini7) 2024-05-16T12:42Z 93.3K followers, 48.2K engagements


"im just saying you can pick your sides here"  
[X Link](https://x.com/Citrini7/status/1943317423060398476) [@Citrini7](/creator/x/Citrini7) 2025-07-10T14:32Z 93.3K followers, 142.8K 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](https://x.com/Citrini7/status/1974547421943509485) [@Citrini7](/creator/x/Citrini7) 2025-10-04T18:49Z 93.3K followers, 74.5K engagements


"@KarlNabisco like a year if we get serious about it"  
[X Link](https://x.com/Citrini7/status/1977065993995419711) [@Citrini7](/creator/x/Citrini7) 2025-10-11T17:37Z 93.3K followers, 12.3K 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](https://x.com/Citrini7/status/1977213750760378750) [@Citrini7](/creator/x/Citrini7) 2025-10-12T03:24Z 93.3K followers, 126.4K 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](https://x.com/Citrini7/status/1968752284344488323) [@Citrini7](/creator/x/Citrini7) 2025-09-18T19:01Z 93.4K followers, 192.4K 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](https://x.com/Citrini7/status/1971638872011690447) [@Citrini7](/creator/x/Citrini7) 2025-09-26T18:11Z 93.4K followers, 55.2K 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](https://x.com/Citrini7/status/1609763882612174848) [@Citrini7](/creator/x/Citrini7) 2023-01-02T04:09Z 93.4K followers, 16.4K engagements


"schrodingers soft landing is no more welcome to the macroeconomic ouroboros"  
[X Link](https://x.com/Citrini7/status/1895309875154124883) [@Citrini7](/creator/x/Citrini7) 2025-02-28T03:07Z 93.4K followers, 228.1K engagements


"We are all confident the sun definitely cant melt wax right"  
[X Link](https://x.com/Citrini7/status/1970246194791133682) [@Citrini7](/creator/x/Citrini7) 2025-09-22T21:57Z 93.4K followers, 42.2K 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](https://x.com/Citrini7/status/1971078586267242548) [@Citrini7](/creator/x/Citrini7) 2025-09-25T05:05Z 93.4K followers, 259.6K 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](https://x.com/Citrini7/status/1975014529739416016) [@Citrini7](/creator/x/Citrini7) 2025-10-06T01:45Z 93.4K followers, 89.2K 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](https://x.com/Citrini7/status/1978426771759329679) [@Citrini7](/creator/x/Citrini7) 2025-10-15T11:44Z 93.4K followers, 225.7K 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](https://x.com/Citrini7/status/1978796269599387863) [@Citrini7](/creator/x/Citrini7) 2025-10-16T12:12Z 93.4K followers, 84.8K engagements


"risk parity is back on the menu"  
[X Link](https://x.com/Citrini7/status/1978928743155376385) [@Citrini7](/creator/x/Citrini7) 2025-10-16T20:59Z 93.4K followers, 44.2K engagements


"banks have tossed more trash to non-fin entities than it appears loans to private credit VIEs BDCs etc you can get an idea of exposure but anyone who tells you they have a good read on credit quality / contagion is lying to you. probably fine. also could not be"  
[X Link](https://x.com/Citrini7/status/1978944544633741483) [@Citrini7](/creator/x/Citrini7) 2025-10-16T22:02Z 93.4K followers, 59.1K engagements


"coming tomorrow: grizzled energy autists everywhere will have their chance to call citrini a filthy generalist thats right - were doing a natural gas primer"  
[X Link](https://x.com/Citrini7/status/1979031827739209813) [@Citrini7](/creator/x/Citrini7) 2025-10-17T03:48Z 93.4K followers, 145.6K engagements


"Power Struggle: Natural Gas"  
[X Link](https://x.com/Citrini7/status/1980243292857180178) [@Citrini7](/creator/x/Citrini7) 2025-10-20T12:02Z 93.4K followers, 57K engagements


"unfortunately i believe it is time to short the moos"  
[X Link](https://x.com/Citrini7/status/1981059820271915168) [@Citrini7](/creator/x/Citrini7) 2025-10-22T18:07Z 93.4K followers, 63.5K 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](https://x.com/Citrini7/status/1978665917308408020) [@Citrini7](/creator/x/Citrini7) 2025-10-16T03:34Z 93.4K followers, 60.5K engagements


"the gap between implied vibes and realized vibes seems to be widening"  
[X Link](https://x.com/Citrini7/status/1980628331931349360) [@Citrini7](/creator/x/Citrini7) 2025-10-21T13:32Z 93.4K followers, 76.5K engagements


"perhaps the best compliment a generalist investor can get tbh"  
[X Link](https://x.com/Citrini7/status/1980770489556693446) [@Citrini7](/creator/x/Citrini7) 2025-10-21T22:57Z 93.4K followers, 71.1K engagements