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SemiAnalysis buys Citrini Research as van Geelen stays at the helm

Cierra Seay
Published Sep 12, 2026
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Summary:
  • James van Geelen sold New York-based Citrini Research to SemiAnalysis, and he and CEO Dylan Patel confirmed the deal to Bloomberg News on Friday.
  • Citrini's research reaches about 260,000 Substack subscribers; what it sold for wasn't immediately clear.
  • Van Geelen will remain in charge of Citrini for the time being and, on a separate track, is expected to start a new fund, people familiar with the matter said.

What changed

Independent research shop Citrini Research, founded by James van Geelen, has been acquired by SemiAnalysis, a semiconductor and AI researcher. Van Geelen and SemiAnalysis chief executive Dylan Patel told Bloomberg News on Friday that the sale is done. The price wasn't known right away. Van Geelen isn't stepping aside: he'll remain Citrini's CEO for the time being. As he put it, "I'm excited about what the future holds for independent investment research."

Why this pairing makes sense

SemiAnalysis, founded in 2020, is widely tapped for research on the semiconductor sector.

Van Geelen's reach and what's next

Citrini's audience is sizable, with roughly 260,000 Substack subscribers. Earlier this year, van Geelen published "The 2028 Global Intelligence Crisis," outlining a future in which AI erases white-collar jobs at such a rapid clip that the economy cannot absorb the shock. The note jolted markets and hit software stocks especially hard. He declined to comment on those plans.

In times of change, steady strategies help protect and grow your savings. Join Briefs Finance CEO Jaspreet Singh on September 29th for a FREE live investor workshop, How to Profit From A Dollar That's Losing its Value, where he shows how we're spotting investment opportunities as the dollar falls. Save your spot.

What this could mean for you

Patel said the traditional approach to research has been clunky and slow, and that combining with Citrini is about scaling their work and opening it up more broadly. He also pointed to van Geelen's large finance-focused Substack following as part of an effort to make research more widely accessible.

Clear research and calm planning can keep your investments on a steady path forward. Our CEO Jaspreet Singh is hosting a FREE live investor workshop, How to Profit From A Dollar That's Losing its Value, on September 29th. Sign up free to join him live.

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Blogs

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September 7, 2026
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September 4, 2026
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September 1, 2026
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