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41554 blogs · [ { "id": "01a0d898-05db-7203-ba83-12c760418ad9", "title": "Agentic Reality", "url": "https://www.citriniresearch.com/p/agentic-reality", "published_at": "2026-09-22T19:15:07+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f59b8c0241", "title": "Robotics Tipping Point: A Citrini Field Trip", "url": "https://www.citriniresearch.com/p/robotics-tipping-point-a-citrini", "published_at": "2026-09-16T14:34:34+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f59c403d3d", "title": "Macro Memo: Regime Change", "url": "https://www.citriniresearch.com/p/macro-memo-regime-change", "published_at": "2026-08-27T12:49:50+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f59d254a07", "title": "Missile Restocking", "url": "https://www.citriniresearch.com/p/missile-restocking", "published_at": "2026-08-12T16:32:52+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f59d49145a", "title": "Protection Matters", "url": "https://www.citriniresearch.com/p/protection-matters", "published_at": "2026-08-07T12:47:50+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f59d91d58e", "title": "All Along the AI Watchtower", "url": "https://www.citriniresearch.com/p/all-along-the-ai-watchtower", "published_at": "2026-07-20T02:32:23+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f59e636ffe", "title": "Small Themes: June 2026", "url": "https://www.citriniresearch.com/p/small-themes-june-2026", "published_at": "2026-06-24T13:09:19+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f59f2c2e09", "title": "Macro Memo: Spin Cycle", "url": "https://www.citriniresearch.com/p/macro-memo-spin-cycle", "published_at": "2026-06-14T18:25:49+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f59ff40806", "title": "State of the Themes: June 2026", "url": "https://www.citriniresearch.com/p/state-of-the-themes-june-2026", "published_at": "2026-06-08T13:06:07+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a0d2ce3a", "title": "Semis Memo: Supply Chain Inheritance", "url": "https://www.citriniresearch.com/p/semis-memo-supply-chain-inheritance", "published_at": "2026-05-12T13:58:57+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a17dd50b", "title": "Flash Note: Defense Production Act", "url": "https://www.citriniresearch.com/p/flash-note-defense-production-act", "published_at": "2026-04-27T00:45:14+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a1d0a1d4", "title": "Strait of Hormuz: A Citrini Field Trip", "url": "https://www.citriniresearch.com/p/strait-of-hormuz-a-citrini-field", "published_at": "2026-04-05T17:40:58+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a2439390", "title": "Agentic Utilities", "url": "https://www.citriniresearch.com/p/agentic-utilities", "published_at": "2026-03-25T12:36:55+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a2e94a2a", "title": "Let There Be Light", "url": "https://www.citriniresearch.com/p/let-there-be-light", "published_at": "2026-03-12T12:30:21+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a37570d9", "title": "THE 2028 GLOBAL INTELLIGENCE CRISIS", "url": "https://www.citriniresearch.com/p/2028gic", "published_at": "2026-02-22T19:22:00+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a45d126c", "title": "Thematic Update: Modern Warfare", "url": "https://www.citriniresearch.com/p/thematic-update-modern-warfare", "published_at": "2026-02-18T16:17:54+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a54dbbf7", "title": "Atoms vs Bits", "url": "https://www.citriniresearch.com/p/atoms-vs-bits", "published_at": "2026-02-11T20:36:34+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a5616b63", "title": "Semis Memo: Muscle Memory", "url": "https://www.citriniresearch.com/p/semis-memo-muscle-memory", "published_at": "2026-01-26T13:23:41+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a619fd92", "title": "Macro Memo: Running Hot", "url": "https://www.citriniresearch.com/p/macro-memo-running-hot", "published_at": "2026-01-14T01:09:47+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a7146a16", "title": "26 Trades for 2026", "url": "https://www.citriniresearch.com/p/26-trades-for-2026", "published_at": "2025-12-17T13:03:05+00:00" }, { "id": "01a0b5e4-0c4a-7236-b3d0-47f5a7c80ac5", "title": "Carving Up the TPU", "url": "https://www.citriniresearch.com/p/carving-up-the-tpu", "published_at": "2025-11-27T15:01:59+00:00" } ] posts Claim your blog
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citriniresearch.com

citriniresearch.com

2026

Agentic Realityoriginal ↗
22 Sept 2026
Robotics Tipping Point: A Citrini Field Triporiginal ↗
16 Sept 2026
Macro Memo: Regime Changeoriginal ↗
27 Aug 2026
Missile Restockingoriginal ↗
12 Aug 2026
Protection Mattersoriginal ↗
7 Aug 2026
All Along the AI Watchtoweroriginal ↗
20 Jul 2026
Small Themes: June 2026original ↗
24 Jun 2026
Macro Memo: Spin Cycleoriginal ↗
14 Jun 2026
State of the Themes: June 2026original ↗
8 Jun 2026
Semis Memo: Supply Chain Inheritanceoriginal ↗
12 May 2026
Flash Note: Defense Production Actoriginal ↗
27 Apr 2026
Strait of Hormuz: A Citrini Field Triporiginal ↗
5 Apr 2026
Agentic Utilitiesoriginal ↗
25 Mar 2026
Let There Be Lightoriginal ↗
12 Mar 2026
THE 2028 GLOBAL INTELLIGENCE CRISISoriginal ↗
22 Feb 2026
Thematic Update: Modern Warfareoriginal ↗
18 Feb 2026
Atoms vs Bitsoriginal ↗
11 Feb 2026
Semis Memo: Muscle Memoryoriginal ↗
26 Jan 2026
Macro Memo: Running Hotoriginal ↗
14 Jan 2026

2025

26 Trades for 2026original ↗
17 Dec 2025
Carving Up the TPUoriginal ↗
27 Nov 2025