Citrini sees trades in airlines, senior living, and live events as AI mania cools

Citrini Research says investors should cool the AI mania and start hunting for under‑the‑radar themes. The firm argues that capital crowds into one theme while names outside it get under‑owned, under‑modeled, and overlooked. One favoured idea is US airline stocks, with Citrini remaining constructive on United and Delta.

The firm says both were weighed down by macro trends unrelated to airlines and now sees strong growth ahead as the economy moves on from tariff‑driven inflation and the Iran war oil shock. "The K-shaped economy is only getting more… K-ish," Citrini added, and it expects events like the World Cup to help boost travel.

Citrini also highlights senior living as a growing, overlooked industry. The 80‑and‑over population in the US is expected to grow by more than 56% over the next decade, dwarfing total population growth of around 5%; one million additional 80‑plus households will materialize this year alone, doubling to two million by 2029.

United States

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