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
Últimas publicaciones
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@citrini @SemiAnalysis_ https://t.co/MTnnUlnZBB
8K views · 44 likes
· 0 reposts · 1 replies
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This article probably is more relevant today than when we first published it.
50.8K views · 138 likes
· 5 reposts · 2 replies
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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
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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
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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
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@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
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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
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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
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@Citrini7 bottom in feb/march...tlt bottoms in the 70's price range
4.4K views · 1 likes
· 0 reposts · 0 replies
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@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
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@Citrini7 .... until commods. go screaming up again :-)
3.7K views · 1 likes
· 0 reposts · 0 replies
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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
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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
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Frente a cuentas del mismo tamaño
7 publicaciones de los últimos 90 días, junto al rango de 100K–1M seguidores. llega a mucha gente, pero pocos de esos espectadores reaccionan.
Visualizaciones medianas79 110esta cuenta5 983mediana de 100K–1M
Alcance, %27.33%esta cuenta1.49%mediana de 100K–1M
Interacción, %0.55%esta cuenta0.93%mediana de 100K–1M
| Métrica | Esta cuenta | Mediana de 100K–1M | Proporción |
|---|---|---|---|
| Visualizaciones medianas por publicación | 79 110 | 5 983 | 13.2× |
| Alcance (visualizaciones ÷ seguidores) | 27.33% | 1.49% | 18.3× |
| Tasa de interacción | 0.55% | 0.93% | 0.59× |
Otras cuentas de este rango → Comparar con otra cuenta → Cómo se construyen estas referencias →
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
8K
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.
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