Tape · Category
Watchpoints — Leading-indicator events
Leading-indicator events that matter to our thesis but rarely make the front page — TSMC monthly revenue, SK Hynix monthly memory shipments, Samsung Foundry monthly, Taiwan exports, Korea trade preliminary, SIA monthly billings.
AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.
Latest Watchpoints cards
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The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.
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Watchpoint US session · Aug 12, 05:46 AM
KLA Corporation ▲ +4.01%
KLA Corporation closed 200.47 (+4.01% vs 192.74). packaging watchpoint.
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Watchpoint US session · Aug 12, 05:46 AM
Onto Innovation ▲ +9.76%
Onto Innovation closed 319.79 (+9.76% vs 291.35). packaging watchpoint.
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Watchpoint US session · Aug 12, 05:46 AM
Eaton ▲ +3.22%
Eaton closed 459.29 (+3.22% vs 444.96). power-cooling watchpoint.
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Watchpoint US session · Aug 12, 05:46 AM
Vertiv ▲ +4.34%
Vertiv closed 281.81 (+4.34% vs 270.10). power-cooling watchpoint.
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Watchpoint AS · Aug 12, 05:45 AM
🇰🇷 Korea Exports 62.8 ▼
Korea Exports: 62.8 vs prior 70.7 (down vs prior).
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Watchpoint AS · Aug 12, 05:45 AM
🇰🇷 Korea Trade Balance 30.32 ▼
Korea Trade Balance: 30.32 vs prior 36.09 (down vs prior).
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Watchpoint US session · Aug 12, 05:45 AM
🇺🇸 SIA Global Billings $120.6B
SIA Global Billings: $120.6B.
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Watchpoint US session · Aug 11, 05:45 AM
USL (12-Month Crude Strip) ▲ +5.41%
USL (12-Month Crude Strip) closed 50.71 (+5.41% vs 48.11). commodity watchpoint.
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Watchpoint US session · Aug 11, 05:45 AM
Coherent ▼ -14.24%
Coherent closed 325.15 (-14.24% vs 379.13). optical-photonics watchpoint.
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Watchpoint US session · Aug 11, 05:45 AM
Fabrinet ▼ -6.28%
Fabrinet closed 527.07 (-6.28% vs 562.38). optical-photonics watchpoint.
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Watchpoint US session · Aug 11, 05:45 AM
Lumentum ▼ -8.61%
Lumentum closed 813.51 (-8.61% vs 890.17). optical-photonics watchpoint.
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Watchpoint US session · Aug 11, 05:45 AM
Amkor Technology ▼ -4.34%
Amkor Technology closed 52.87 (-4.34% vs 55.27). packaging watchpoint.
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Watchpoint US session · Aug 11, 05:45 AM
Onto Innovation ▼ -5.50%
Onto Innovation closed 291.35 (-5.50% vs 308.30). packaging watchpoint.
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Watchpoint AS · Aug 11, 05:45 AM
🇹🇼 Taiwan Exports 32.9 ▼
Taiwan Exports: 32.9 vs prior 40.3 (down vs prior).
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Watchpoint AS · Aug 11, 05:45 AM
🇹🇼 Taiwan Trade Balance 17.2 ▲
Taiwan Trade Balance: 17.2 vs prior 12.2 (up vs prior).
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Watchpoint US session · Aug 10, 05:45 AM
Coherent ▲ +13.44%
Coherent closed 379.13 (+13.44% vs 334.22). optical-photonics watchpoint.
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Watchpoint US session · Aug 10, 05:45 AM
Fabrinet ▲ +3.39%
Fabrinet closed 562.38 (+3.39% vs 543.95). optical-photonics watchpoint.
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Watchpoint US session · Aug 10, 05:45 AM
Lumentum ▲ +6.22%
Lumentum closed 890.17 (+6.22% vs 838.06). optical-photonics watchpoint.
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Watchpoint US session · Aug 10, 05:45 AM
Onto Innovation ▲ +14.74%
Onto Innovation closed 308.30 (+14.74% vs 268.70). packaging watchpoint.
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Watchpoint US session · Aug 10, 05:45 AM
Western Digital ▼ -3.81%
Western Digital closed 434.30 (-3.81% vs 451.52). storage watchpoint.
What Watchpoints cards are
Watchpoint cards track the releases that lead the AI build-out cycle but rarely make front pages: TSMC’s monthly revenue, the Korean trade preliminaries, Taiwan export orders, SIA billings, and the memory makers’ monthly shipment data. These are the numbers where a turn in the cycle shows up first.
Each card places the release against its own trend and against the thesis it feeds — a Taiwan export print is read through the Rubin build-out lens, a Korea preliminary through the memory complex. The front page catches up weeks later.
FAQ · from the current data
Quick answers
What is a watchpoint on the Closelooknet tape?
A recurring leading-indicator release that matters to the AI build-out thesis but rarely makes headlines — TSMC monthly revenue, Korea trade preliminaries, Taiwan exports, SIA monthly billings and similar. Cards score each release against its trend.
Why do these releases lead the cycle?
They sit upstream of reported earnings: monthly revenue and trade data print weeks before the quarterly reports that summarize them, so cycle turns show up here first.