SemiAnalysis Acquires Citrini: Two AI Bull Market Influencers Merge
SemiAnalysis, known for semiconductor supply chain analysis, has acquired Citrini, which tracks how AI infrastructure spending reaches public markets. The merger combines technical teardowns with capital markets mapping, creating a full-stack AI...
Druckenmiller Slams Fed ‘Absurd’ Dovish Stance, Warns of AI Profit Bubble
Stanley Druckenmiller criticized the Federal Reserve's dovish stance as 'absurd,' arguing rate cuts are unnecessary and warning of an AI earnings bubble. He has cut equity exposure to 20%, shorted the euro...
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