🟢 [E1862] Citrini is anon. Full baskets, weights and trades on cintrindex.com as separate sub. Follow Jukan and Zephyr on X for semis news but they don't go into as much detail as Citrini pdf.

🟢 [E1113] Off the back of Citrini analysis, have taken small positions in GFS, UCTT and ICHR. Would have done more in last two but they ran away. Been in and out of MU over Jan.