AI entity
ai-research is the sole category represented across all 1 tracked stories. Of the tracked stories, 1 of 1 also mention Bloomberg, the most common co-covered peer. James van Geelen appears in 1 tracked AI story from February 28, 2026. The tracked stories average 2 original sources each.
Last mentioned: Feb 28, 2026
Entity pulse
Coverage balance Negative coverage leads. Negative coverage exceeds positive coverage by 100 percentage points.
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
ai-research is the sole category represented across all 1 tracked stories. Of the tracked stories, 1 of 1 also mention Bloomberg, the most common co-covered peer. James van Geelen appears in 1 tracked AI story from February 28, 2026. The tracked stories average 2 original sources each.
Computed from the 1 stories linked to this entity, with beat comparisons drawn from all 14 AI stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering James van Geelen. Shared-story counts are live from our verified record — not editorial picks.
Market Reaction
Significant volatility in semiconductor and cloud computing stocks as the 'Doom Scenario' is priced in.
Odd Lots Feature
Bloomberg's Odd Lots podcast interviews van Geelen, mainstreaming the 'Citrini Selloff' narrative.
Citrini Report Viral
James van Geelen publishes his detailed AI Doom Scenario, gaining traction on social media and financial forums.
The ROI Question
Institutional investors begin questioning the lack of AI-driven revenue in enterprise software earnings.
The Capex Boom
Massive investment in NVIDIA H100 and B200 GPUs by hyperscalers and AI startups.
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.'
James van Geelen is linked from 1 story on this site, each scored at or above our 35% relevance threshold — see how these pages are built.
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