From on-device AI to the ‘girlfriend index,’ trading ideas from the research firm that nailed 2025’s investment themes
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From on-device AI to the ‘girlfriend index,’ trading ideas from the research firm that nailed 2025’s investment themesListen(7 min)Listen(7 min)Do one thing in 2026 as an investor? Be open to “maybe,” says a research firm whose founder who nailed diet drugs and AI themes early. “While there’s a laundry list of things I wish I had done differently since the market bottomed in October 2022, I know that the only reason I’ve more than tripled my money since then is because I was open to maybe,” says Citrini Research in its just-released trades for 2026. “Maybe the hyperscalers will actually be fine if rates are higher for longer. Maybe AI isn’t the next fad investors immediately get burned on.” About the AuthorBarbara Kollmeyer is based in Madrid, where she leads MarketWatch's pre-markets coverage of financial markets and writes the Need to Know column. She has worked in London and Los Angeles for MarketWatch previously. Follow her on Twitter @bkollmeyer.Copyright © 2025 MarketWatch, Inc. All rights reserved.