# Citrini

Type: Product

Source: AI Intelligence Brief — https://getaibrief.com/entity/citrini
Canonical HTML page: https://getaibrief.com/entity/citrini

## Timeline

- **2026-03-01**: Market Reaction — Significant volatility in semiconductor and cloud computing stocks as the 'Doom Scenario' is priced in.
- **2026-02-28**: Odd Lots Feature — Bloomberg's Odd Lots podcast interviews van Geelen, mainstreaming the 'Citrini Selloff' narrative.
- **2026-02-15**: Citrini Report Viral — James van Geelen publishes his detailed AI Doom Scenario, gaining traction on social media and financial forums.
- **2025-Q4**: The ROI Question — Institutional investors begin questioning the lack of AI-driven revenue in enterprise software earnings.
- **2023**: The Capex Boom — Massive investment in NVIDIA H100 and B200 GPUs by hyperscalers and AI startups.

## Recent coverage (1 stories)

### James van Geelen’s AI Doom Thesis Triggers Market 'Citrini Selloff'
2026-02-28 09:08:48 · Sentiment: Negative · Impact: 7/10 · Sources: 2

Analyst James van Geelen has detailed a catastrophic 'doom scenario' for the AI sector, arguing that unsustainable capital expenditures and lagging returns are priming the market for a massive correction. The thesis, popularized via the Citrini platform, has sparked a significant market reaction now known as the 'Citrini Selloff.'
Full story: https://getaibrief.com/story/van-geelen-ai-doom-scenario-citrini-selloff

---
This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getaibrief.com/guides/methodology for the full editorial methodology.