# Citrini Research

Type: Company

Source: Startup Intelligence Brief — https://getstartupbrief.com/entity/citrini-research-company
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## Recent coverage (2 stories)

### The ‘Citrini Selloff’: James van Geelen Warns of a Looming AI Capex Correction
2026-02-28 09:07:15 · Sentiment: Negative · Impact: 7/10 · Sources: 2

Analyst James van Geelen, formerly of Citrini Research, has detailed a viral 'AI Doom Scenario' that predicts a massive market correction driven by the disconnect between AI infrastructure spending and actual enterprise ROI. His thesis suggests that the current cycle of hyperscaler capex is unsustainable without a rapid acceleration in software-driven revenue.
Full story: https://getstartupbrief.com/story/james-van-geelen-citrini-selloff-ai-doom-scenario

### AI Risk Report Triggers Sharp Sell-Off in Software and Payments Sectors
2026-02-23 19:20:13 · Sentiment: Negative · Impact: 7/10 · Sources: 2

A research report from Citrini Research highlighting the disruptive risks of artificial intelligence has sparked a significant sell-off in enterprise software and payment stocks. The report suggests that AI could fundamentally undermine existing business models, leading to a broader market re-evaluation of long-term growth prospects.
Full story: https://getstartupbrief.com/story/citrini-ai-risk-report-software-payments-slump

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