citrini
@citrini
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Post notes that a recent selloff is concentrated in the most obvious beneficiaries of AI capex spending, and that the author is revisiting work to find companies with upside that are not yet consensus AI trades. No specific tickers or actionable trade levels are provided in the text.
...ions focused on rare genetic diseases. This program has a track for scientists doing basic research, and another for early-stage biotechs. Accepted applicants will receive $50K in Claude credits over six months and join a community of Show more Anthropic @AnthropicAI 2h We're offering grants of up to $50,000 in Claude usage credits to researchers accelerating cures for rare diseases. This is our first focused call within AI for Science, our program supporting scientists using Claude to speed
Post announces Anthropic’s new grant call: up to $50K in Claude usage credits for researchers/early-stage biotechs working on rare genetic diseases, as part of its AI-for-Science program. This is informative about AI tooling adoption in biomedical research but contains no public-company-specific claims or catalysts tied to tradable tickers.
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Citrini @citrini 1h 20 17 335 33K
The provided source contains only metadata (title/body repeated) with no substantive post text, cashtags, company names, macro views, catalysts, or position language to analyze. No investable implications can be extracted.
Citrini @citrini 45m This meme is dead now tbh 9 9 3 3 141 1 4 1 20K 2 0 K
Very low-information social post stating a meme is “dead now”; no tickers, catalysts, or investable claims.
Citrini @citrini 8m The selloff has been centered, thus far, on the most obvious beneficiaries of AI capex spending. ...
Post notes that a recent selloff is concentrated in the most obvious beneficiaries of AI capex spending, and that the author is revisiting work to find companies with upside that are not yet consensus AI trades. No specific tickers or actionable trade levels are provided in the text.
Citrini @citrini 50m Indeed. Citrini @citrini Jan 27 “haha I’m up so much YTD I could just close the book and be done...
This is a motivational/joking trading-post about not stopping after being up YTD. It contains no tickers, no catalysts, no positioning details, and no market/sector claims, so it is not directly actionable for generating investable ideas.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Post notes that a recent selloff is concentrated in the most obvious beneficiaries of AI capex spending, and that the author is revisiting work to find companies with upside that are not yet consensus AI trades. No specific tickers or actionable trade levels are provided in the text.
...ions focused on rare genetic diseases. This program has a track for scientists doing basic research, and another for early-stage biotechs. Accepted applicants will receive $50K in Claude credits over six months and join a community of Show more Anthropic @AnthropicAI 2h We're offering grants of up to $50,000 in Claude usage credits to researchers accelerating cures for rare diseases. This is our first focused call within AI for Science, our program supporting scientists using Claude to speed
Post announces Anthropic’s new grant call: up to $50K in Claude usage credits for researchers/early-stage biotechs working on rare genetic diseases, as part of its AI-for-Science program. This is informative about AI tooling adoption in biomedical research but contains no public-company-specific claims or catalysts tied to tradable tickers.
Post announces Anthropic’s new grant call: up to $50K in Claude usage credits for researchers/early-stage biotechs working on rare genetic diseases, as part of its AI-for-Science program. This is informative about AI tooling adoption in biomedical research but contains no public-company-specific claims or catalysts tied to tradable tickers.
Post announces Anthropic’s new grant call: up to $50K in Claude usage credits for researchers/early-stage biotechs working on rare genetic diseases, as part of its AI-for-Science program. This is informative about AI tooling adoption in biomedical research but contains no public-company-specific claims or catalysts tied to tradable tickers.
Post argues that “edge inference is not optional for home robots,” based on experience evaluating a fully autonomous robot in real, unseen homes. Implies a structural need for on-device AI compute (latency/reliability/connectivity/privacy) in consumer robotics, modestly supportive for edge AI semiconductor and embedded compute ecosystems, but contains no explicit public-company mentions or tradable catalyst timing.
Post argues that “edge inference is not optional for home robots,” based on experience evaluating a fully autonomous robot in real, unseen homes. Implies a structural need for on-device AI compute (latency/reliability/connectivity/privacy) in consumer robotics, modestly supportive for edge AI semiconductor and embedded compute ecosystems, but contains no explicit public-company mentions or tradable catalyst timing.
Post notes an ETF-launch statistic (only eight days YTD with no new ETF launches). No tickers, no explicit trade setup, and no specific catalyst beyond a broad industry observation.
Low-actionability social exchange joking about the implied cost (“$24”) to generate something like macOS using Kimi (an AI tool) and a link to the output page. No explicit investment view, catalyst, positioning, or public-company cashtag present.
Speaker comments on difficulty holding short positions in a “raging bull market,” citing prior squeeze trauma and notes they are coping due to covering an EWY short (i.e., exiting a short).
...rbr... Citrini @citrini 36m Honestly, for a second it seemed we had a major story from “inspect element” Hunterbrook @hntrbrkmedia 54m 1) This weekend, we found something weird: $QCOM had hidden HMTL on its website describing a partnership with Anthropic. The problem: It's not real. GIF Citrini @citrini 36m Honestly, for a second it seemed we had a major story from “inspect element” Hunterbrook @hntrbrkmedia 54m 1) This weekend, we found something weird: $QCOM had hidden HMTL on its website d
Post highlights that a supposed Qualcomm–Anthropic partnership “found” via hidden HTML on QCOM’s website was not real. This is mainly debunking/rumor-control; limited direct tradable signal unless QCOM had moved on the rumor and could mean near-term fade risk.
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