Citrini @citrini 58m Waller basically just called every global macro PM a gooner. Nick Timiraos @NickTimiraos 4h Wall...
Citrini flagged a notable Fed comment from Waller and shared a series of short, market-relevant posts — ranging from edge AI implications for home robots to ETF-launch stats and market memes. The most trade-relevant thread centers on Waller’s skepticism about widening how inflation is defined.
Linked assets
1 open ticker: PM — thesis framed around central-bank policy signaling from Fed Governor Waller’s comments on inflation measurement.
Citrini @citrini 58m Waller basically just called every global macro PM a gooner. Nick Timiraos @NickTimiraos 4h Wall... Citrini @citrini 58m Waller basically just called every global macro PM a gooner. Nick Timiraos @NickTimiraos 4h Waller: "Inflation becomes like pornography. I can't define it...[but] I know it when I see it. That's not how central bankers should think about inflation." Waller sounds skeptical of pulling back the lens on the measures of inflation the Fed has traditionally highlighted by Show more
Source proof
Source proof: Strong source proof | 2 extracted claims | 1 directional asset | 1 supporting author | headline-like title review
Sources are short-form social posts and threads by Citrini and replies referenced in the feed. Items include commentary on Fed remarks, an edge-inference thread for home robots, ETF launch counts, market jokes, and a debunked website rumor about Qualcomm–Anthropic.
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.
Very low-information social post stating a meme is “dead now”; no tickers, catalysts, or investable claims.
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.
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.
Meme/joke post referencing “teleportation capex winners” in response to a sensational claim about U.S. teleportation tech. No cashtags, companies, products, or investable claims. Not actionable for trading beyond broad humor about AI capex rotation.
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 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.
Supporting authors
Primary author: Citrini (@citrini). Other referenced handles include Nick Timiraos (@NickTimiraos) and replies from Cheng Chi (@chichengcc), Max Weinbach (@mweinbach), Hunterbrook (@hntrbr...), and others in the thread context.
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View the related source posts to judge timing and conviction yourself. The feed signals a policy/catalyst path supportive of the PM thesis but contains limited direct company-level or timing-specific trade triggers.