Citrini (2026-06-26) warns that AI's excitement has overshadowed other opportunities and presents a newsletter, “Small Themes: June 2026,” outlining five major trades in markets outside AI. The piece explicitly detours from bottlenecks and data-center themes to highlight the top non-AI investment setups and directs readers to a Citrini Research post for details.
Author @citrini (post dated 2026-06-26) argues that despite AI's hype, there is a sizable market receiving less attention—labelled here as “AI’s blind spot.”
AI is super exciting, but there’s still a whole market out there that’s getting less attention because of it.
We took a detour from bottlenecks and data centers to find the best setups that have nothing to do with artificial intelligence:
citriniresearch.com/p/small-…
Link
Small Themes: June 2026
Five Big Trades in AI’s Blind Spot
citriniresearch.com