Citrini new long at Shopify (SHOP)

Cintrini's research also notes: 

• "Revenues for labs and hyperscalers are going to grow. Token usage for top Anthropic models continues to go higher. Regardless of the pushback, frontier models can certainly create meaningful value especially in high-stakes fields like tech and finance, and there are still plenty of levers to pull in the monetization phase. The entire point is for them to start making money."
• "Likewise, this won’t fix near-term compute constraints."
• "We think that cost and efficiency only become more important as the bills get bigger. Themes of local inference, miniaturization, smart routing, observability, price competition, and efficient model architecture will grow. Competitive pressures and price competition are likely to stay."