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CI
Citrini
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6 episodes · 11 trades · 1 speakers
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TRACKED TRADES
CI
@citrini
1mo
For every SOTA model release going forward, it’s likely the government will decide whic…
IDEAS · 2
MSF
MSFT
LONG
Government-gated AI access entrenches OpenAI's exclusive cloud partner Microsoft as the cleared, sovereign AI distributor.
$471.21
+28.70%
›
PLT
PLTR
LONG
US government gatekeeping of frontier AI access is Palantir's exact product — government-cleared AI deployment — now becoming mandatory for every SOTA release.
$124.74
+12.37%
›
CI
@citrini
1mo
Small Themes: June 2026 - Citrini Research
IDEAS · 5
WEL
WELL
LONG
Senior housing REITs are compounding occupancy gains as Boomers age in; WELL is the dominant operator and is under-owned vs AI names
$233.89
+1.23%
›
LYV
LYV
LONG
Live Nation's sold-out stadium season and DOJ settlement resolution remove the antitrust discount while demand metrics set new records
$177.12
-0.11%
›
CME
CME
SHORT
CME's 20-year near-monopoly on US interest rate futures is facing its first credible competition from Coinbase and Kalshi perps, threatening pricing power and multiples
$272.90
-24.26%
›
HOO
HOOD
LONG
Robinhood is the fintech resurgence story — prediction markets, crypto perps, and retail brokerage all growing fast while the name remains under-owned vs AI
$84.50
-15.36%
›
+1 more ideas →
CI
@citrini
1mo
Gonna have to try the USDJPY short. Can’t resist anymore.
IDEAS · 1
FXY
FXY
SHORT
Short USDJPY — dollar weakens vs. yen, USDJPY rate falls
$153.56
+5.58%
›
CI
@citrini
1mo
So @jukan05 has been saying how glad he is that his income is in USD because KRW keeps …
IDEAS · 1
SKH
SKHX
LONG
SK Hynix DRAM is so scarce it pays as cash, confirming a memory supercycle that drives SKHX higher.
—
IDEA
›
CI
@citrini
1mo
Our North American World Cup beneficiaries basket has sneakily broken out to new highs …
IDEAS · 1
ABN
ABNB
LONG
Airbnb is the lead World Cup beneficiary with record demand, a new hotel booking expansion, and CEO Brian Chesky publicly doing customer support — a signal of extreme platform engagement during the tournament.
$147.91
+4.11%
›
CI
@citrini
5mo
This logic just keeps working it’s crazy. https://t.co/NlVYi5OjKl https://t.co/Vp0MMx8SYj
IDEAS · 1
ZHI
ZHIPU
LONG
Zhipu AI is China's leading pure-play LLM company in a sustained parabolic breakout, massively outperforming the Hang Seng Tech Index as China's AI cycle accelerates.
—
IDEA
›
