# James van Geelen

Type: Person

Source: Startup Intelligence Brief — https://getstartupbrief.com/entity/james-van-geelen
Canonical HTML page: https://getstartupbrief.com/entity/james-van-geelen

## Recent coverage (1 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

---
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://getstartupbrief.com/guides/methodology for the full editorial methodology.