Citrini (@citrini)
@citrini
0 正在关注 0 粉丝
Morgan Stanley’s price discovery happens on @tradexyz
At this rate, the concerns over Oracle’s debt to equity ratio won’t matter, they can simply extinguish their debt by pulling a couple sticks of DRAM out of a server and reselling them.
Strait of Hormuz: A CitriniResearch Field Trip
The Field Report from Analyst #3# is live.
I spent 100 hours over the past week researching, writing and editing the piece we just put out.
It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.
And we’ve released it for free. Hopefully you enjoy it.
显示更多
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
显示更多
