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Citrini Research
Last discussed Nov 12, 2026
Independent financial research publication covering thematic equity investing.
Recently discussed in
Benchmark Breakfast 11/12/26: Anthropic’s IPO, NVIDIA in Crisis, the Midterms, and $60B in VC
Everett Randle · Nov 12, 2026
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Everett Randle
mentioned
"There's a chart from Citrini Research that shows hyperscaler capex versus AI lab ARR... the visual is sort of insane and very stark."
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