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Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
Welcome to my Substack.
Here, I share in depth analysis of semiconductor technology, companies, and industry trends in a way that is still easy for non specialists to follow.
I hope you gain many valuable insights along the way.
Engineering-Driven Investment Analysis
**Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
Tech and AI infrastructure (mainly semiconductors, data center interconnect, test & measurement, optics, and photonics), art, music, capital markets, and endurance sports. Not financial advice. Not investment advice. Not any advice. DYOR.
AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
10+ years managing portfolios. +1,000% returns. Sharing institutional-grade analysis on the next wave of growth stocks. Subscribe to build generational wealth with high-conviction plays.
On a quest to beat the S&P 500 with only European stocks. Independent research on European equities, tech sovereignty, and macro trends -- published every week.
SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.
The AI revolution runs on electricity, light, and silicon. A Silicon Valley circuit designer explores the physical infrastructure behind it — one bottleneck at a time.
Common-sense investor. Small/Mid Cap & Special Situations expert. Inside my Private Dashboard: every buy/sell, full research, live Special Situations & a portfolio beautifully compounding +35% over 5Y. Follow to stay ahead, support my work & sleep well :)
AI Product Manager turning everyone into AI-native builders. I help you design & build with AI, not just use it. I build tools to grow your newsletter and showcase your work. Join a 18K+ community developing critical AI literacy by immersion.
Differentiated research in poorly covered markets.
Currently covering Japanese data center supply chain, Chinese power equipment, Johor data centers, and Singapore construction.
Real-time market intelligence and unusual options activity from CNBC/Bloomberg guest and bestselling author Andrew Keene. Born in the trading pits of Chicago, AlphaShark is your edge in today’s options markets.
Featured on FT Alphaville. Essays on markets, technology and economic reality. Exploring incentives, capital allocation and the forces shaping the modern economy.
News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.
