Citrini Research – 26 Trades for 2026: A Thematic Watchlist for the New Year

Summary

The document presents a thematic watchlist of trading ideas and strategies for 2026.

It focuses on various sectors and themes such as artificial intelligence, politics, finance, global events, robotics and automation, biotherapeutics, macroeconomics, and the consumer market. The document also discusses individual companies and investment strategies, including long and short positions in stocks.

Region: Global

Published: January 2026

Author(s): Citrinitas Capital Management

Language: English

Tech drivers: AI Cybersecurity and privacy Mobile Quantum Computing Robotics Social Media

Social drivers: Pandemics

Geopolitical drivers: Economic conditions Political instability and conflicts Regulatory changes Supply chains disruption Workforce availability

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