Nutty

Seeing tech through a different wavelength. Photonics & semiconductor research

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor

Welcome to my Substack. Here, I share in depth analysis of semiconductor technology, companies, and industry trends in a way that is still easy for non specialists to follow. I hope you gain many valuable insights along the way.

intelligence for the physical economy

If you want to build with AI, not just learn how to prompt, this is the right place.