Last mentioned: Feb 28, 2026
Market Reaction
Significant volatility in semiconductor and cloud computing stocks as the 'Doom Scenario' is priced in.
Odd Lots Feature
Bloomberg's Odd Lots podcast interviews van Geelen, mainstreaming the 'Citrini Selloff' narrative.
Citrini Report Viral
James van Geelen publishes his detailed AI Doom Scenario, gaining traction on social media and financial forums.
The ROI Question
Institutional investors begin questioning the lack of AI-driven revenue in enterprise software earnings.
The Capex Boom
Massive investment in NVIDIA H100 and B200 GPUs by hyperscalers and AI startups.
Analyst James van Geelen has detailed a catastrophic 'doom scenario' for the AI sector, arguing that unsustainable capital expenditures and lagging returns are priming the market for a massive correction. The thesis, popularized via the Citrini platform, has sparked a significant market reaction now known as the 'Citrini Selloff.'
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.
James van Geelen, the strategist behind the influential Citrini research, warns that the massive capital expenditure fueling the AI boom is reaching a precarious tipping point. His 'AI Doom Scenario' suggests that a failure to realize immediate productivity gains could trigger a systemic market correction as investors re-evaluate tech valuations.