Citrini ✓

@citrini · New York, NY · joined 27 Feb 2021

Thematic, Cross-Asset Investment Research

289 493Followers

2 350Following

43 939Posts total

1.5MViews on collected posts

Neueste Beiträge

Citrini ✓@citrini11 Sep

@citrini @SemiAnalysis_ https://t.co/MTnnUlnZBB

8K views · 44 likes · 0 reposts · 1 replies Open on X →

Citrini ✓@citrini11 Sep

https://t.co/UaCy0Qb4r7 51.3K views · 269 likes · 13 reposts · 23 replies Open on X →

Citrini ✓@citrini11 Sep

@SemiAnalysis_ sup 497.9K views · 1.7K likes · 44 reposts · 176 replies Open on X →

Citrini ✓@citrini9 Sep

This article probably is more relevant today than when we first published it. 50.8K views · 138 likes · 5 reposts · 2 replies Open on X →

Citrini ✓@citrini9 Sep

This is a shame. As capital has concentrated at the top and companies have stayed private longer, venture has become perhaps a more important driver of where capital goes than the public markets. As much as people make fun of VCs, they do have an important role to play in the 79.1K views · 386 likes · 22 reposts · 29 replies Open on X →

Citrini ✓@citrini9 Sep

Couldn’t possibly be the case that the ten year yield is going to gently kiss 5% again and then reverse, right? There’s no way that happens again exactly like it did 3 years ago. …right? 158.6K views · 973 likes · 42 reposts · 44 replies Open on X →

Citrini ✓@citrini9 Sep

Friction going to zero. 166.4K views · 605 likes · 15 reposts · 19 replies Open on X →

Citrini ✓@citrini30 Apr

Some really strong results from a pair of our “Agentic Utility” names today ($BAND & $TWLO) - playing the infrastructure angle on AI has been great, but it’s pretty nice to see some mentions of AI driving earnings beats outside of the semis complex. https://t.co/bWl8biW5sq 124K views · 264 likes · 12 reposts · 10 replies Open on X →

Citrini ✓@citrini2 Feb 2024

@Citrini7 The thing you need to understand about Super Micro is that the YoY revenue growth and FY24 guide are not micro Indeed, they’re quite large 1.1K views · 4 likes · 0 reposts · 1 replies Open on X →

Citrini ✓@citrini2 Feb 2024

@Citrini7 👏👏👏 334 views · 2 likes · 0 reposts · 0 replies Open on X →

Citrini ✓@citrini2 Feb 2024

@Citrini7 When do you flip short 481 views · 3 likes · 0 reposts · 0 replies Open on X →

Citrini ✓@citrini2 Feb 2024

This is officially the last time I will be victory lapping on $SMCI. I promised myself I’d stop mentioning how good it’s been once it’s a 10x and as of today it is. 56.99 ->601.90 Been a great ride with you all, I hope more than a few of you also made some lunch money here. 37.1K views · 210 likes · 3 reposts · 13 replies Open on X →

Citrini ✓@citrini19 Jan 2024

SMCI is now a 7x from the first time I mentioned going long on twitter back in August 2022. https://t.co/DKguO9yfUt

59.1K views · 107 likes · 2 reposts · 6 replies Open on X →

Citrini ✓@citrini4 Nov 2023

@Citrini7 bottom in feb/march...tlt bottoms in the 70's price range 4.4K views · 1 likes · 0 reposts · 0 replies Open on X →

Citrini ✓@citrini3 Nov 2023

@Citrini7 Now that the FED is trying to find symmetry in policy, the question becomes "is there a level where the FED leans hawkish again?". 4.2K views · 2 likes · 0 reposts · 0 replies Open on X →

Citrini ✓@citrini3 Nov 2023

@Citrini7 .... until commods. go screaming up again :-) 3.7K views · 1 likes · 0 reposts · 0 replies Open on X →

Citrini ✓@citrini3 Nov 2023

I said it to pretty much everyone…keep buying anywhere near 5% on 10s because when rates go down they don’t do it slowly. 237.4K views · 159 likes · 9 reposts · 9 replies Open on X →

Citrini ✓@citrini21 Oct 2022

Never really got to explain my reasoning for my $SIVB short - but suffice it to say now if you marked their holdings to market their book value would be negative 0 views · 1.2K likes · 63 reposts · 62 replies Open on X →

Im Vergleich zu Konten gleicher Größe

7 Beiträge aus den letzten 90 Tagen, verglichen mit der Größenklasse 100K–1M Follower. wird weit gezeigt, aber nur wenige dieser Zuschauer reagieren.

Medianaufrufe79 110dieses Konto5 983Median für 100K–1M

Reichweite, %27.33%dieses Konto1.49%Median für 100K–1M

Interaktion, %0.55%dieses Konto0.93%Median für 100K–1M

Kennzahl	Dieses Konto	Median für 100K–1M	Verhältnis
Medianaufrufe pro Beitrag	79 110	5 983	13.2×
Reichweite (Aufrufe ÷ Follower)	27.33%	1.49%	18.3×
Interaktionsrate	0.55%	0.93%	0.59×

Weitere Konten dieser Größe → Mit einem anderen Konto vergleichen → Wie diese Vergleichswerte entstehen →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

4.4K4 Nov

59.1K19 Jan

37.1K2 Feb

481

334

1.1K

124K30 Apr

166.4K9 Sep

158.6K

79.1K

50.8K

497.9K11 Sep

51.3K

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.02%4 Nov

0.19%19 Jan

0.61%2 Feb

0.62%

0.60%

0.45%

0.23%30 Apr

0.38%9 Sep

0.67%

0.55%

0.29%

0.38%11 Sep

0.59%

0.56%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.

What the audience does

Likes78.0%4 830 in total

Reposts2.7%167 in total

Replies5.4%333 in total

Bookmarks13.9%861 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Neueste Beiträge

Im Vergleich zu Konten gleicher Größe

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Ähnliche Konten