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 · Sep 1, 05:46 AM
USL (12-Month Crude Strip) ▲ +2.20%
USL (12-Month Crude Strip) closed 52.39 (+2.20% vs 51.26). commodity watchpoint.
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Watchpoint US session · Aug 31, 05:46 AM
KLA Corporation ▼ -4.48%
KLA Corporation closed 175.54 (-4.48% vs 183.77). packaging watchpoint.
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Watchpoint US session · Aug 31, 05:46 AM
Onto Innovation ▼ -7.46%
Onto Innovation closed 270.79 (-7.46% vs 292.62). packaging watchpoint.
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Watchpoint US session · Aug 31, 05:46 AM
Amkor Technology ▼ -7.46%
Amkor Technology closed 47.88 (-7.46% vs 51.74). packaging watchpoint.
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Watchpoint US session · Aug 31, 05:46 AM
Eaton ▼ -3.19%
Eaton closed 402.78 (-3.19% vs 416.04). power-cooling watchpoint.
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Watchpoint US session · Aug 31, 05:46 AM
Vertiv ▼ -4.53%
Vertiv closed 257.08 (-4.53% vs 269.28). power-cooling watchpoint.
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Watchpoint US session · Aug 31, 05:46 AM
Fabrinet ▼ -4.24%
Fabrinet closed 414.36 (-4.24% vs 432.71). optical-photonics watchpoint.
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Watchpoint US session · Aug 31, 05:46 AM
Coherent ▼ -5.48%
Coherent closed 279.20 (-5.48% vs 295.39). optical-photonics watchpoint.
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Watchpoint US session · Aug 31, 05:46 AM
Lumentum ▼ -6.39%
Lumentum closed 895.00 (-6.39% vs 956.14). optical-photonics watchpoint.
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Watchpoint AS · Aug 31, 05:45 AM
🇹🇼 Taiwan Industrial Production 25.61 ▲
Taiwan Industrial Production: 25.61 vs prior 22.56 (up vs prior).
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Watchpoint US session · Aug 31, 05:45 AM
🇺🇸 SIA Global Billings $120.6B
SIA Global Billings: $120.6B.
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Watchpoint US session · Aug 27, 05:46 AM
Western Digital ▲ +4.02%
Western Digital closed 468.88 (+4.02% vs 450.75). storage watchpoint.
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Watchpoint US session · Aug 27, 05:46 AM
Vertiv ▲ +3.15%
Vertiv closed 263.81 (+3.15% vs 255.75). power-cooling watchpoint.
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Watchpoint US session · Aug 27, 05:46 AM
Lumentum ▲ +6.04%
Lumentum closed 939.03 (+6.04% vs 885.57). optical-photonics watchpoint.
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Watchpoint AS · Aug 27, 05:46 AM
🇹🇼 Taiwan Industrial Production 25.61 ▲
Taiwan Industrial Production: 25.61 vs prior 22.56 (up vs prior).
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Watchpoint US session · Aug 26, 05:46 AM
Onto Innovation ▲ +3.08%
Onto Innovation closed 291.62 (+3.08% vs 282.91). packaging watchpoint.
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Watchpoint US session · Aug 26, 05:46 AM
Western Digital ▲ +3.53%
Western Digital closed 450.75 (+3.53% vs 435.38). storage watchpoint.
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Watchpoint US session · Aug 26, 05:46 AM
Cadence Design Systems ▲ +5.06%
Cadence Design Systems closed 331.90 (+5.06% vs 315.92). eda watchpoint.
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Watchpoint US session · Aug 26, 05:46 AM
Coherent ▲ +4.59%
Coherent closed 288.14 (+4.59% vs 275.49). optical-photonics watchpoint.
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Watchpoint US session · Aug 26, 05:46 AM
Lumentum ▲ +6.67%
Lumentum closed 885.57 (+6.67% vs 830.17). optical-photonics 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.