# James van Geelen

Type: Person

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/james-van-geelen
Canonical HTML page: https://getfinancebrief.com/entity/james-van-geelen

## Recent coverage (1 stories)

### James van Geelen’s ‘Citrini’ Thesis: Why the AI Capex Cycle Faces a Reckoning
2026-02-28 09:06:41 · Sentiment: Bearish · Impact: 7/10 · Sources: 2

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.
Full story: https://getfinancebrief.com/story/james-van-geelen-citrini-ai-doom-scenario

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