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AI Board · closes through 5 Oct 2026

AI Indices — Rubin, Ecosystem and Winners, every session

AI indices — Most Rubin names are losing strength (110 of 126); most Ecosystem names are getting stronger (23 of 34); most Winners names are getting stronger (33 of 40). On the week Rubin +7.8%, Ecosystem +4.3%, Winners +2.9%.

Index workers · Directional Flow scan of 5 Oct 2026 · YTD from the first close of the year (2 Jan 2026) · local currency · today's board as an image

1 · The indices

IndexLevelDayWeekMonthYTDFrom the year's high
Rubin Build-Out 100capex: what gets built 2182.02 +0.5% +7.8% +12.3% +112.3% −12.0%high 22 Jun 2026
Agentic Ecosystemopex: what it costs to run 1751.36 +0.7% +4.3% +12.9% +77.5% +0.0%high 5 Oct 2026
Agentic Winners 40applications: what gets sold on top 921.64 +2.6% +2.9% −3.6% −5.8% −8.6%high 7 Jan 2026
Jensen — NVIDIA Strategic Authoritythe NVIDIA-ecosystem book $3.61m −1.6% +3.9% — +158%since 12 Jul 2023 —

Equal-weight headline of each index. Jensen is a book, not an index: its value is the book's market value and its return runs since inception (so no YTD); day and week weight each live stock line's lake return by its market value, with the cash share at zero.

2 · Sectors: best and worst per index

Rubin 24 sectors

Week

Best 3

  1. Advanced Materials+15.9%
  2. High-Speed Interconnects+12.5%
  3. Testing & Metrology+12.1%

Worst 3

  1. Grid & Power Infrastructure−0.6%
  2. Architects (Chip Design)+1.3%
  3. Storage+1.4%

Year to date

Best 3

  1. Storage+352.1%
  2. Substrates & Interposers+246.4%
  3. HBM Memory+194.3%

Worst 3

  1. Photomasks & Mask Infrastructure+0.1%
  2. Robotics & Automation+18.0%
  3. Wafer Processing & Precision+25.3%

Ecosystem 8 sectors · Coordination & Messaging has no listed members yet

Week

Best 3

  1. Data & Memory+7.4%
  2. Operations & Observability+5.3%
  3. Foundation Models+4.9%

Worst 3

  1. Compute Operators−0.1%
  2. Runtime & API Gateways+3.0%
  3. Identity, Trust & Governance+3.3%

Year to date

Best 3

  1. Foundation Models+401.8%
  2. Runtime & API Gateways+188.5%
  3. Edge & Distribution+82.6%

Worst 3

  1. Data & Memory+49.0%
  2. Compute Operators+55.3%
  3. Agentic Security+70.0%

Winners 4 sectors

Week

Best 2

  1. Application Leaders+4.2%
  2. Control Plane+2.8%

Worst 2

  1. Endpoints+1.4%
  2. Megacap Gateway+2.1%

Year to date

Best 2

  1. Megacap Gateway+17.3%
  2. Application Leaders−4.8%

Worst 2

  1. Endpoints−20.0%
  2. Control Plane−8.6%

3 · Top and bottom ten sectors across all three

36 sector sub-indices of Rubin, Ecosystem and Winners in one ranking, equal weight.

Week

Top ten

  1. Advanced MaterialsRubin+15.9%
  2. High-Speed InterconnectsRubin+12.5%
  3. Testing & MetrologyRubin+12.1%
  4. Wafer Processing & PrecisionRubin+11.6%
  5. Machine Vision, Sensing & EdgeRubin+10.9%
  6. EDA & Chip IPRubin+10.7%
  7. Deposition, Etch & ProcessRubin+10.5%
  8. Fab Subsystems & Process InfraRubin+10.1%
  9. Advanced Packaging & BondingRubin+9.3%
  10. Power SemiconductorsRubin+9.3%

Bottom ten

  1. Grid & Power InfrastructureRubin−0.6%
  2. Compute OperatorsEcosystem−0.1%
  3. Architects (Chip Design)Rubin+1.3%
  4. EndpointsWinners+1.4%
  5. StorageRubin+1.4%
  6. Thermal ManagementRubin+1.5%
  7. Photomasks & Mask InfrastructureRubin+1.8%
  8. Megacap GatewayWinners+2.1%
  9. AI Factory SystemsRubin+2.2%
  10. HBM MemoryRubin+2.4%

Year to date

Top ten

  1. Foundation ModelsEcosystem+401.8%
  2. StorageRubin+352.1%
  3. Substrates & InterposersRubin+246.4%
  4. HBM MemoryRubin+194.3%
  5. Runtime & API GatewaysEcosystem+188.5%
  6. Advanced MaterialsRubin+166.9%
  7. High-Speed InterconnectsRubin+155.6%
  8. AI Factory SystemsRubin+143.1%
  9. Testing & MetrologyRubin+117.1%
  10. Advanced Packaging & BondingRubin+114.8%

Bottom ten

  1. EndpointsWinners−20.0%
  2. Control PlaneWinners−8.6%
  3. Application LeadersWinners−4.8%
  4. Photomasks & Mask InfrastructureRubin+0.1%
  5. Megacap GatewayWinners+17.3%
  6. Robotics & AutomationRubin+18.0%
  7. Wafer Processing & PrecisionRubin+25.3%
  8. Thermal ManagementRubin+25.8%
  9. Gases, Chemicals & ConsumablesRubin+33.0%
  10. LithographyRubin+38.1%

4 · Top and bottom ten names across all three

198 names in Rubin, Ecosystem and Winners together, each counted once.

Week

Top ten

PTCPTCWinners · Application Leaders +37.6%
Applied OptoelectronicsAAOIRubin · High-Speed Interconnects +25.6%
GlobalWafers6488.TWRubin · Advanced Materials +24.5%
Resonac4004.TRubin · Advanced Materials +22.5%
ams-OSRAMAMS.SWRubin · Machine Vision, Sensing & Edge +22.2%
Sumco3436.TRubin · Advanced Materials +20.8%
Advantest6857.TRubin · Testing & Metrology +19.5%
LumentumLITERubin · High-Speed Interconnects +18.5%
CoherentCOHRRubin · High-Speed Interconnects +18.1%
MACOM TechnologyMTSIRubin · High-Speed Interconnects +17.9%

Bottom ten

Sangfor300454.SHEEcosystem · Agentic Security −9.1%
AppLovinAPPWinners · Endpoints −8.5%
Schneider ElectricSU.PARubin · Grid & Power Infrastructure −6.1%
freee4478.TWinners · Application Leaders −4.6%
QualcommQCOMRubin · Architects (Chip Design) −3.6%
Lenovo Group0992.HKRubin · AI Factory Systems −3.3%
Samsung Electronics005930.KSRubin · HBM Memory −3.3%
OVHcloudOVHEcosystem · Compute Operators −3.3%
IRENIRENEcosystem · Compute Operators −3.0%
SpotifySPOTWinners · Endpoints −2.9%

Year to date

Top ten

AT&SATS.VIRubin · Substrates & Interposers +592.1%
SoitecSOI.PARubin · Advanced Materials +573.3%
SanDiskSNDKRubin · Storage +519.1%
Unimicron3037.TWRubin · Substrates & Interposers +505.0%
Zhipu AI / Z.ai2513.HKEcosystem · Foundation Models +405.7%
Kioxia285A.TRubin · Storage +405.4%
Aehr Test SystemsAEHRRubin · Testing & Metrology +371.1%
Dell TechnologiesDELLRubin · AI Factory Systems +335.4%
Furukawa Electric5801.TRubin · High-Speed Interconnects +315.4%
Lenovo Group0992.HKRubin · AI Factory Systems +276.1%

Bottom ten

CoStarCSGPWinners · Application Leaders −57.9%
IntuitINTUWinners · Application Leaders −54.5%
AppLovinAPPWinners · Endpoints −54.4%
Kingdee0268.HKWinners · Application Leaders −48.3%
monday.comMNDYWinners · Application Leaders −42.4%
HubSpotHUBSWinners · Application Leaders −42.3%
RedditRDDTWinners · Endpoints −37.8%
AdobeADBEWinners · Application Leaders −28.4%
Sea LimitedSEWinners · Endpoints −26.3%
OracleORCLWinners · Control Plane −26.2%

5 · Best and worst names per index

Rubin 126 names

Week

Best 5

  1. Applied Optoelectronics+25.6%
  2. GlobalWafers+24.5%
  3. Resonac+22.5%
  4. ams-OSRAM+22.2%
  5. Sumco+20.8%

Worst 5

  1. Schneider Electric−6.1%
  2. Qualcomm−3.6%
  3. Lenovo Group−3.3%
  4. Samsung Electronics−3.3%
  5. Western Digital−2.6%

Year to date

Best 5

  1. AT&S+592.1%
  2. Soitec+573.3%
  3. SanDisk+519.1%
  4. Unimicron+505.0%
  5. Kioxia+405.4%

Worst 5

  1. Photronics−7.0%
  2. Fabrinet−5.3%
  3. Canon−2.2%
  4. Yaskawa Electric−0.7%
  5. Daikin+1.4%

Ecosystem 34 names

Week

Best 5

  1. SpaceX / Starlink+17.6%
  2. SentinelOne+11.8%
  3. Everpure+11.2%
  4. JFrog+10.2%
  5. NetApp+9.5%

Worst 5

  1. Sangfor−9.1%
  2. OVHcloud−3.3%
  3. IREN−3.0%
  4. SailPoint−1.4%
  5. Akamai−0.9%

Year to date

Best 5

  1. Zhipu AI / Z.ai+405.7%
  2. DigitalOcean+180.2%
  3. Okta+161.0%
  4. Nebius+158.5%
  5. Fastly+155.3%

Worst 5

  1. Kingsoft Cloud−15.2%
  2. MongoDB−10.1%
  3. Zscaler−8.5%
  4. IREN−5.2%
  5. Teradata+0.7%

Winners 40 names

Week

Best 5

  1. PTC+37.6%
  2. Samsara+11.8%
  3. Shopify+11.2%
  4. Atlassian+9.8%
  5. Duolingo+9.5%

Worst 5

  1. AppLovin−8.5%
  2. freee−4.6%
  3. Spotify−2.9%
  4. Siemens−2.8%
  5. Appier−2.6%

Year to date

Best 5

  1. Tempus AI+34.0%
  2. Appier+30.4%
  3. Veeva+29.1%
  4. Atlassian+27.1%
  5. Money Forward+27.1%

Worst 5

  1. CoStar−57.9%
  2. Intuit−54.5%
  3. AppLovin−54.4%
  4. Kingdee−48.3%
  5. monday.com−42.4%

6 · The structure underneath: Directional Flow

Directional Flow is the Pattern Scanner's trend-persistence reading for each member. "Stronger" counts names whose flow is accelerating up or has turned up; "weaker" counts names whose flow is decelerating or accelerating down. The trend compares the five-day change of the average flow with its 21-day change.

Rubin 126 names

  • getting stronger 9
  • turning up 1
  • losing force 105
  • flat 6
  • getting weaker 5
Stronger / weaker
10 / 110vs yesterday +1 / ±0
Average flow
70.65 days −3.1 · 21 days −18.7 · vs — −3.1
Trend
falling

Turned since the prior session

  • ↑ AMD flat → getting stronger

Strongest and weakest flow

Ecosystem 34 names

  • getting stronger 21
  • turning up 2
  • losing force 8
  • flat 2
  • getting weaker 1
Stronger / weaker
23 / 9vs yesterday ±0 / ±0
Average flow
62.05 days +2.2 · 21 days +8.8 · vs — +2.3
Trend
rising

Strongest and weakest flow

Winners 40 names

  • getting stronger 18
  • turning up 15
  • losing force 3
  • flat 3
  • getting weaker 1
Stronger / weaker
33 / 4vs yesterday ±0 / +1
Average flow
-5.05 days +3.5 · 21 days +17.7 · vs — +3.4
Trend
rising

Turned since the prior session

  • ↓ Amazon flat → losing force

Strongest and weakest flow

More on the method: Directional Flow rankings · Rubin Rotation Radar · compare the indices. An investment research diary, not investment advice.

FAQ · from the current data · as of 2026-10-05

Quick answers

What is the AI Board?

A daily read of the three Closelooknet AI indices — Rubin Build-Out 100 (what gets built), the Agentic Ecosystem (what it costs to run) and Agentic Winners 40 (what gets sold on top) — plus the Jensen book: index level, sectors, names and the Directional Flow structure underneath. Closes through 5 Oct 2026.

When is it updated?

Tuesday to Saturday around 02:00 UTC, after the index workers and the Directional Flow scan have the prior US close. Saturday carries Friday.

What does "getting stronger" and "losing strength" mean here?

They count Directional Flow states. Getting stronger = the flow is accelerating up or has turned up; losing strength = the flow is still positive but decelerating, or accelerating down. Directional Flow is Closelooknet's trend-persistence reading from the Pattern Scanner, not a price return.

Which YTD base does the board use?

The index workers' base: the first close of the year (2 Jan 2026 this year). Member YTD is computed from lake closes on the same base, in local currency.

Is this investment advice?

No. The board is a data surface in an investment research diary; it records what the indices and their members did and recommends nothing.