The AVALON Podcast
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@avalonpod
A podcast about Apple unlike anything you have listened to before. Join @NeilCybart each week (Tuesdays) for a journey through the world of Apple.
You probably heard about that viral Citrini Research Substack post from the other day. X made sure you heard about it. Ani (@anistotle_) has been doing the investigative legwork regarding the post that Bloomberg and other legacy media outlets refused to do. What she is uncovering isn’t pretty. Here’s what we know: 1) It’s not clear who actually wrote the Substack post that went viral. As Ani points out, the author byline was altered post-publication to obscure the fact that a hedge fund manager who confirmed holding short positions in tech likely wrote the piece. The byline change is a MAJOR red flag as it breaks the chain of custody for the subsequent analysis found in the piece. An entirely different hedge fund manager was then positioned as a “proofreader” for the piece. Someone claims to be a financial writer but they actually are having their hedge fund buddies brainstorm and write posts while they take the byline credit because they have the largest following on social media and Substack. This is ugly stuff folks. 2) Citrini Research has two entities: A Substack with a so called model portfolio that paid subs apparently pay to copy trades from and a separate investment fund that subs don’t know about. As Ari worked to uncover, there is no disclosure overlap between the two. This means Citrini can claim to not have exposure to a stock for his paid subs but own the stock in his investment fund and vice versa. (The investment fund can then be kept small enough to not trigger formal SEC disclosures). Absolute nonsense for a financial newsletter whose sole purpose is providing stock tips, trades, and the like. 3) We should not and can not ignore how media outlets like Bloomberg and financial bloggers who work at the publication played a role in this nonsense. One reason why Citrini has been able to get the following that they have is shameless plugging from certain actors on X. We can look at the folks over at Bloomberg. Numerous Bloomberg bloggers / tweeters spent days pushing the Citirni post onto their followers talking it up to no end. All the while, they avoided any critical assessment of what may actually be going on here like it’s the plague. It raises questions as to whether or not there are hidden relationships between Citrini, Bloomberg, and other random hedge fund managers with Substacks. The more you look into this mess, the more upsetting it becomes. Innocent people are being misled and when sh%t hits the fan, as it eventually will, they will be the ones who lose. I have a 20 minute monologue about this nonsense in this week's AVALON episode (starting at 55:30): aboveavalon.com/avalonepisodes…
NEW PODCAST EPISODE: Episode 35: Talking? Where We’re Going, We Don’t Need Talking @NeilCybart’s discussion topics: - Apple’s M&A philosophy. - Apple acquires Q. - Q patents. - How Q can power a new user interface for Apple. - AI mania vs. human-centric computing. - The Apple Music Super Bowl Halftime Show. - Coinbase’s ridiculous Super Bowl ad and subsequent behavior. - Why it feels inevitable that a pure play video streamer will get the Super Bowl one day. - LoveFrom, Ferrari. Jony Ive’s design vision of what an electric (Ferrari) car should be in today’s marketplace. AVALON episodes are available exclusively to subscribers. New episodes on Tuesdays. Just $10/month (annual and bundle pricing available). Sign up here: aboveavalon.com/avalonepisodes…
NEW PODCAST EPISODE: Episode 35: Talking? Where We’re Going, We Don’t Need Talking @NeilCybart’s discussion topics: - Apple’s M&A philosophy. - Apple acquires Q. - Q patents. - How Q can power a new user interface for Apple. - AI mania vs. human-centric computing. - The Apple Music Super Bowl Halftime Show. - Coinbase’s ridiculous Super Bowl ad and subsequent behavior. - Why it feels inevitable that a pure play video streamer will get the Super Bowl one day. - LoveFrom, Ferrari. Jony Ive’s design vision of what an electric (Ferrari) car should be in today’s marketplace. AVALON episodes are available exclusively to subscribers. New episodes on Tuesdays. Just $10/month (annual and bundle pricing available). Sign up here: aboveavalon.com/avalonepisodes…
NEW PODCAST EPISODE: Episode 35: Talking? Where We’re Going, We Don’t Need Talking @NeilCybart’s discussion topics: - Apple’s M&A philosophy. - Apple acquires Q. - Q patents. - How Q can power a new user interface for Apple. - AI mania vs. human-centric computing. - The Apple Music Super Bowl Halftime Show. - Coinbase’s ridiculous Super Bowl ad and subsequent behavior. - Why it feels inevitable that a pure play video streamer will get the Super Bowl one day. - LoveFrom, Ferrari. Jony Ive’s design vision of what an electric (Ferrari) car should be in today’s marketplace. AVALON episodes are available exclusively to subscribers. New episodes on Tuesdays. Just $10/month (annual and bundle pricing available). Sign up here: aboveavalon.com/avalonepisodes…
