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Citrini Research's '2028 Global Intelligence Crisis': How Worried Should We Be? [Seeking Alpha]
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US:NASDAQ Investor Relations: phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
AI is already impacting stocks—IBM fell 13% on Anthropic's new AI tool, and software/cybersecurity sectors are under pressure from automation risks. I see buying opportunities in Microsoft and Amazon due to their diversified revenue streams and cloud exposure, despite recent weakness. I maintain high cash levels, favor defensive sectors like healthcare and consumer staples, and expect AI to create new industries offsetting job losses. Getty Images On February 22, 2026, Citrini Research released a report titled "The 2028 Global Intelligence Crisis" which has quickly become a hotly debated piece of macro-analysis in the financial world. It seems to have sparked another round of selling in software This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMZN, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (
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