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All Along the AI Watchtower
Qualcomm’s Card, the Builder’s Toolkit, Enterprise Spending, and… PEMDAS
Jul 20
•
Citrini Semis
318
5
11
June 2026
Small Themes: June 2026
Five Big Trades in AI’s Blind Spot
Jun 24
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Citrini
391
9
15
Macro Memo: Spin Cycle
What Comes Out In The Warsh?
Jun 14
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Citrini
413
2
22
State of the Themes: June 2026
Updating Our Thematic Universe
Jun 8
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Citrini
469
7
38
May 2026
Semis Memo: Supply Chain Inheritance
Power & Analog Semis, CPUs in the Agentic Era, Neoclouds, Material Bottlenecks, Korea Unlocked
May 12
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Citrini
556
11
41
April 2026
Flash Note: Defense Production Act
The Continued Intersection of Fiscal and AI
Apr 27
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Citrini
377
6
7
Strait of Hormuz: A Citrini Field Trip
Analyst #3 on Assignment
Apr 5
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Citrini
1,585
37
178
March 2026
Agentic Utilities
Always On, Never Prompted
Mar 25
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Citrini
475
14
36
Let There Be Light
Revisiting the Optics & AI Connectivity Theme
Mar 12
•
Citrini
413
15
32
February 2026
THE 2028 GLOBAL INTELLIGENCE CRISIS
A Thought Exercise in Financial History, from the Future
Feb 22
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and
Alap Shah
9,357
90
1,893
Thematic Update: Modern Warfare
Directed Energy Weapons, Subsea Drones & Arctic Defense
Feb 18
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Citrini
164
8
20
Atoms vs Bits
What can’t you prompt your way out of?
Feb 11
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Citrini
286
16
27
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