The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Teradyne
Monetary Matters with Jack Farley
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Show Notes
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
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