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The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne

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Manage episode 494235312 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This episode of Monetary Matters is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack

Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack

Citrini returns to Monetary Matters to review his “25 Trade Ideas” shared at year-end and to look forward to the next phase of AI. Citrini shares his views on the semiconductor industry, and explains why he thinks the next phase of outperformance could be in robotics. He also talks China, healthcare, and a particular stock that recently caught his interest. Recorded July 10, 2025.

Follow Citrini on Twitter https://x.com/Citrini7

Follow Jack Farley on Twitter https://x.com/JackFarley96

Citrini Research: https://www.citriniresearch.com/

Citrindex: https://www.citrindex.com/

Pieces discussed: “Robotics Update: Revealing Teradyne’s Vulcan Contract Win, Citrini’s China Supply Chain Tour, and Robotics Basket Winners”: https://www.citriniresearch.com/p/robotics-update

“Thematic Primer: Artificial Intelligence, Phase 2”: https://www.citriniresearch.com/p/thematic-primer-artificial-intelligence

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

  continue reading

133 episodes

Artwork
iconShare
 
Manage episode 494235312 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This episode of Monetary Matters is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack

Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack

Citrini returns to Monetary Matters to review his “25 Trade Ideas” shared at year-end and to look forward to the next phase of AI. Citrini shares his views on the semiconductor industry, and explains why he thinks the next phase of outperformance could be in robotics. He also talks China, healthcare, and a particular stock that recently caught his interest. Recorded July 10, 2025.

Follow Citrini on Twitter https://x.com/Citrini7

Follow Jack Farley on Twitter https://x.com/JackFarley96

Citrini Research: https://www.citriniresearch.com/

Citrindex: https://www.citrindex.com/

Pieces discussed: “Robotics Update: Revealing Teradyne’s Vulcan Contract Win, Citrini’s China Supply Chain Tour, and Robotics Basket Winners”: https://www.citriniresearch.com/p/robotics-update

“Thematic Primer: Artificial Intelligence, Phase 2”: https://www.citriniresearch.com/p/thematic-primer-artificial-intelligence

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

  continue reading

133 episodes

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