POPA Recon*CITRINI OVERHAULS THEMATIC MODEL BOOK, CALLS PEAK IN AI INFRASTRUCTURE CAPEX
*CITRINI OVERHAULS THEMATIC MODEL BOOK, CALLS PEAK IN AI INFRASTRUCTURE CAPEX *CITRINI SAYS AI INFRASTRUCTURE ASYMMETRIC RISK HAS SHIFTED TO DOWNSIDE *CITRINI EXPECTS HIGHER COSTS FOR US DATACENTERS AFTER DEMOCRATIC MIDTERM WINS *CITRINI WARNS MACRO REGIME SHIFTING TOWARD LATE-CYCLE STAGFLATION TILTS
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