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Small Themes: June 2026 - Citrini Research

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Five Big Trades in AI’s Blind Spot

Small Themes: June 2026 Five Big Trades in AI’s Blind Spot Citrini Jun 24, 2026 ∙ Paid 283 6 7 Share Attention Tax Did you know that compute, power, HBM, NAND, the concrete, and transformers it takes to stand up a data center, the special kind of Taiwanese glass, and the alphabet soup that turns light into data, are all in short supply? Yes. Of course you did. But there’s an even more scarce input that AI has resulted in a shortage of: Attention . Every marginal hour of analyst brainpower (or analyst token budget, I guess) has been pulled toward a single trade. We would know , having spent the

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