What are you currently confused about that, if given the resources and/or time, you would send someone in person to go figure out? 562 likes · 11 retweets · 206 replies · 2026-06-01T15:56:34.000Z Captured by scrape-follows from @citrini

In case anyone wants to revisit our list of TPU Suppliers in light of recent events… 281 likes · 27 retweets · 13 replies · 2026-06-01T21:24:48.000Z Captured by scrape-follows from @citrini

I’ve sold a lot of AI winners too early, I’m intent on selling very slowly with the agentic utility winners like $BAND $ATEN $SAIL… If the cycle has taught me anything, it’s that a name being up 700% from your entry is absolutely not a reason to sell. 889 likes · 32 retweets · 50 replies · 2026-06-01T15:30:40.000Z Captured by scrape-follows from @citrini

Analyst #3 is going stir crazy 318 likes · 4 retweets · 26 replies · 2026-06-01T15:57:17.000Z Captured by scrape-follows from @citrini

An amazing breakthrough by $RVMD that should see the name rally not just on pancreatic cancer TAM but on the “copy paste” potential for them to use RAS being a druggable target for further things beyond pancreatic cancer. We detailed this dynamic in our 26 Trades for 2026. 469 likes · 36 retweets · 16 replies · 2026-06-01T03:41:07.000Z Captured by scrape-follows from @citrini

This is genius 546 likes · 15 retweets · 43 replies · 2026-05-29T20:00:28.000Z Captured by scrape-follows from @citrini

Absolutely legendary call by our semis analyst @jukan05 - our last article on May 12th contained his long thesis on LG Innotek. 17 days later, it’s up 115%. 593 likes · 20 retweets · 14 replies · 2026-05-29T16:40:38.000Z Captured by scrape-follows from @citrini

So much pontification about the demographic crisis and the solution was just to send KOSPI to infinity. 2575 likes · 223 retweets · 75 replies · 2026-05-28T20:11:18.000Z Captured by scrape-follows from @citrini

I really have to get better at buying whatever the President of the United States says to buy. 7099 likes · 444 retweets · 185 replies · 2026-05-28T23:14:56.000Z Captured by scrape-follows from @citrini

It’s already happening. 1828 likes · 139 retweets · 76 replies · 2026-05-22T17:40:09.000Z Captured by scrape-follows from @citrini

I have been using poke to run my life and it’s gotten so good. To the degree I don’t care about my privacy anymore. @TheStalwart was right. 435 likes · 9 retweets · 34 replies · 2026-05-22T15:57:00.000Z Captured by scrape-follows from @citrini

I really don’t know anything about space but it seems like the people who believe in space data centers are having more fun than the people who don’t so… Space data centers ftw 2002 likes · 65 retweets · 82 replies · 2026-05-21T20:57:31.000Z Captured by scrape-follows from @citrini

Close to a 4x on $BAND now since we highlighted it in our agentic utilities primer I have been trying to stick with bigger companies but sometimes the small ones are just too compelling. $HLIT looking pretty interesting now too on cOS platform (as AI usage moves from occasional 485 likes · 31 retweets · 39 replies · 2026-05-21T20:54:54.000Z Captured by scrape-follows from @citrini

This selloff in rates is closer to the beginning than the end imo. 1987 likes · 124 retweets · 118 replies · 2026-05-19T16:05:22.000Z Captured by scrape-follows from @citrini

Pre-IPO market on @tradexyz has SpaceX at > $2T - considering how accurate this was for $CBRS, @elonmusk is set to be the world’s first trillionaire by a comfortable margin. 1879 likes · 172 retweets · 69 replies · 2026-05-18T00:28:01.000Z Captured by scrape-follows from @citrini

It seems like everything to do with AI rn has an absurdly wide distribution of outcomes, and the variance of those outcomes is equally massive. Small tweaks to assumptions, or small forks in the path today, lead to wildly different worlds tomorrow. This isn’t isolated to the 998 likes · 65 retweets · 60 replies · 2026-05-18T03:10:22.000Z Captured by scrape-follows from @citrini

I honestly think this is what irks me about the newly minted class of “bottleneck investooors”. Very few even try to have some sort of view on why these bottlenecks need to be widened and what it looks like when they are, and that just seems like a bad idea. 146 likes · 4 retweets · 2 replies · 2026-05-18T03:17:51.000Z Captured by scrape-follows from @citrini

Everyone repeat after me… “Options on a 13F are reported with notional value as if each contract was 100 shares regardless of the actual delta of the contract” Maybe we can avoid this next quarter (we won’t). 1963 likes · 106 retweets · 84 replies · 2026-05-18T13:50:33.000Z Captured by scrape-follows from @citrini

Robots are surviving toxic situationships now 368 likes · 11 retweets · 16 replies · 2026-05-16T17:24:34.000Z Captured by scrape-follows from @citrini

Literally just a taste of what data center discourse during election season will mostly look like 2372 likes · 109 retweets · 43 replies · 2026-05-16T17:57:01.000Z Captured by scrape-follows from @citrini

The pod cell wagies are seething that I beat all of Wall Street to the most important story in semis and have convinced themselves I just got “lucky.” Intel was sitting out in the open for months. All you had to do was sit down and read . But I can’t expect people who’ve 1152 likes · 53 retweets · 79 replies · 2026-05-15T19:15:17.000Z Captured by scrape-follows from @citrini

The third semis memo is out We talk about power & analog semis, orchestration plane in the agentic era, the neoclouds trade, interconnect bottleneck (probably the biggest limiter for 2026-27), Korea Unlocked 1097 likes · 71 retweets · 27 replies · 2026-05-12T14:10:23.000Z Captured by scrape-follows from @citrini

Never really got to explain my reasoning for my $SIVB short - but suffice it to say now if you marked their holdings to market their book value would be negative 1081 likes · 112 retweets · 55 replies · 2022-10-21T22:56:45.000Z Captured by scrape-follows from @citrini