Closelook Newsletter · Hypergrowth
Hypergrowth
AI-native, agentic, Rubin Build-Out and HALO Growth complex. Sentinel-led thesis on the infrastructure layer first, application layer next.
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Bull Market Broadens — NVDA Corrects, Everything Else Bids
NVDA in correction (~$210, -11% from the $236 earnings high) — and the bid moves out, not down. Snowflake +40% one layer up, second-tier semis taking leadership inside.
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Broadening, Not Rotation — Power Semi Joins, Agentics Recovers
Power Semiconductors just took the one-week lead inside Rubin. Six of seven AW25 sub-sectors completed a synchronized V-shape. Hyperscalers never participated in the crash. Nothing handed over — everything added.