https://closelook.net/videos/2026-10-09-chart-nvda-long/ 2026-10-11 https://closelook.net/videos/2026-10-09/chart-nvda-long.jpg Nvidia — Hopper, Blackwell, Now Rubin The long read on Nvidia, drawn by hand on our stock page: three chip generations in five years — Hopper in full production in September 2022 and the stock more than tripled in a year, the Blackwell year 2024 at +171%, Vera Rubin in full production since January. The steep line from the 2022 low broke on 27 February 2025; a wider channel took over and caught the lows of April 2025 and July 2026. The record of 239.24 on 6 October, where the desk stands, and what would change the read. Narration: AI voice. https://closelook.net/videos/2026-10-09/chart-nvda-long.mp4 173 2026-10-11T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-chart-ddog/ 2026-10-11 https://closelook.net/videos/2026-10-09/chart-ddog.jpg Datadog — A Record Despite the AI Scare Datadog closed at a record on 9 October, 293.26, up 186% from its 23 February low — when investors feared AI agents from Anthropic and others could take over part of its job. Its rival Dynatrace hit a 52-week high the same day. The falling line, the 5 March break, the rising channel, the August record at 288, where the desk stands and what would change the read. Narration: AI voice. https://closelook.net/videos/2026-10-09/chart-ddog.mp4 73 2026-10-11T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-chart-pltr-long/ 2026-10-11 https://closelook.net/videos/2026-10-09/chart-pltr-long.jpg Palantir — The Chart Behind the Record Close The long read on Palantir: the handover from AI capex to opex, a 2025 Rule-of-40 score of 103, the rising channel since 2023 whose lower line caught the 25 June low, the double bottom with a higher low, the 4 August breakout gap, the channel from the June low and the record close of 209.05. Where the desk stands, and what would change the read. https://closelook.net/videos/2026-10-09/chart-pltr-long.mp4 150 2026-10-11T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-ai-sectors/ 2026-10-11 https://closelook.net/videos/2026-10-09/ai-sectors.jpg AI Sectors — Software Up, Chip Hardware Down The best and worst of 35 AI sectors in Rubin, the Agentic Ecosystem and the Agentic Winners 40 — the week, the month and 2026 so far. This week application leaders led (+7.1%) and advanced packaging & bonding trailed (−8.0%). The AI board ranks every single stock too — this week's best: PTC +35.0%, Zscaler +18.9%, Money Forward +14.0%. https://closelook.net/videos/2026-10-09/ai-sectors.mp4 62 2026-10-11T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-directional-flow/ 2026-10-11 https://closelook.net/videos/2026-10-09/directional-flow.jpg AI Trends — Winners Build, Rubin Fades Directional Flow, the week to 9 October: trend strength rose most in the Agentic Winners 40 and fell most in Rubin. Among the big names it rose most in Palantir (+28), Salesforce (+28) and SAP (+25) and fell most in Micron (−22), Intel (−15) and ASML (−11); across the whole scan, heating up fastest were Atlassian, SABESP and SpaceX, cooling fastest Zhipu AI, Xanadu Quantum Technologies and AXIA Energia. https://closelook.net/videos/2026-10-09/directional-flow.mp4 71 2026-10-11T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-global-tech/ 2026-10-11 https://closelook.net/videos/2026-10-09/global-tech.jpg Global Tech — Palantir and Datadog at New Highs The week on our tech signal board to 9 October: 23 names at a new 52-week high and 13 at a new low, 52 back above their 50-day line, the share of names above it in each index, and the stocks that stood out — Palantir, Datadog, Sonova. https://closelook.net/videos/2026-10-09/global-tech.mp4 60 2026-10-11T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-chart-pltr/ 2026-10-11 https://closelook.net/videos/2026-10-09/chart-pltr.jpg Palantir — From the June Low to a Record Close One year of Palantir in one chart: the falling line that capped every rally from December to June, the break on 4 August, the rising channel from the 25 June low (+95% in 15 weeks), last winter's highs at 199 and 207, and the record close of 209.05 on 9 October. Where the desk stands, and what would change the read. https://closelook.net/videos/2026-10-09/chart-pltr.mp4 64 2026-10-11T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-10-charts-divergence-now/ 2026-10-10 https://closelook.net/videos/2026-10-10/charts-divergence-now.jpg Records Without the Chips — the Divergence Now The S&P 500 and the Nasdaq 100 set records on 6 October and cloud funds hit new highs — but the chip funds are 10–19% below their June highs. Meanwhile staples, discretionary and financials bounced from their late-September lows. Next week’s earnings may give the clue. https://closelook.net/videos/2026-10-10/charts-divergence-now.mp4 56 2026-10-10T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-10-charts-divergences-2026/ 2026-10-10 https://closelook.net/videos/2026-10-10/charts-divergences-2026.jpg Three Times the Charts Warned First in 2026 A divergence is when two charts that usually move together stop agreeing. In March Rubin held while the Nasdaq 100 made a new low — Rubin then gained 86% in the second quarter. In June the equal-weight chip fund failed to confirm the high. In spring software held its February low and cloud funds rose about 70%. https://closelook.net/videos/2026-10-10/charts-divergences-2026.mp4 60 2026-10-10T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-10-ai-indices-ep5-halo/ 2026-10-10 https://closelook.net/videos/2026-10-10/ai-indices-ep5-halo.jpg HALO — Growth AI Can’t Touch The other end of the barbell: 100 growth companies in 12 themes, from defense and longevity to the grid and space, whose growth does not depend on the AI race. Down 2% this year — but since the June chip high Rubin fell 15% and HALO only 5%. https://closelook.net/videos/2026-10-10/ai-indices-ep5-halo.mp4 56 2026-10-10T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-10-ai-indices-ep4-agentic-winners/ 2026-10-10 https://closelook.net/videos/2026-10-10/ai-indices-ep4-agentic-winners.jpg Agentic Winners 40 — Who Gets Paid Forty companies in four tiers that have to show they gain from AI agents. Down 4% this year but up 36% since the 25 June low — since the June chip high the application leaders are up 50% and the control plane 41%. https://closelook.net/videos/2026-10-10/ai-indices-ep4-agentic-winners.mp4 56 2026-10-10T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-10-ai-indices-ep3-agentic-ecosystem/ 2026-10-10 https://closelook.net/videos/2026-10-10/ai-indices-ep3-agentic-ecosystem.jpg Agentic Ecosystem — The Rails That Run AI Rubin builds the AI factory; these 34 companies run it and get paid every time an AI agent runs. Up 81% this year with a record close on 9 October — since the June chip high the govern-and-secure layer is up 58% while Rubin fell 15%. https://closelook.net/videos/2026-10-10/ai-indices-ep3-agentic-ecosystem.mp4 56 2026-10-10T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-10-ai-indices-ep2-rubin/ 2026-10-10 https://closelook.net/videos/2026-10-10/ai-indices-ep2-rubin.jpg Rubin — Inside the AI Factory Build-Out Rubin holds 130 companies in eight layers, from chip design software to robots, all equally weighted. It is up 104% this year but about 15% below its 22 June high — and in the last month the leadership moved from storage and memory to chip design software and interconnects. https://closelook.net/videos/2026-10-10/ai-indices-ep2-rubin.mp4 56 2026-10-10T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-the-board/ 2026-10-10 https://closelook.net/videos/2026-10-09/the-board.jpg Sectors — Health care and Staples Gain, Tech Slows Health care, Staples and Materials gained the most ground on the sector rotation map, Tech and Communication lost the most. US sectors this week: utilities +4.0% led, tech −0.5% trailed; 9 of 11 rose. On the signal board: 130 stocks in an uptrend, 10 at new highs. https://closelook.net/videos/2026-10-09/the-board.mp4 57 2026-10-10T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-divergence-watch/ 2026-10-10 https://closelook.net/videos/2026-10-09/divergence-watch.jpg Market Breadth — Records on a Thin Base 20 of 26 divergences are active, 20 pointing down — risk score 64 of 100 (mega-cap concentration warning). Strongest: Nasdaq breadth. In the last month the Nasdaq 100 rose 6.0%, the equal-weight Nasdaq rose 3.7%. https://closelook.net/videos/2026-10-09/divergence-watch.mp4 60 2026-10-10T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-ai-barbell-ep1/ 2026-10-09 https://closelook.net/videos/2026-10-09/ai-barbell-ep1.jpg The Barbell — Four Sides of the AI Trade Four indices, one picture of the AI trade: Rubin tracks what builds it, the Agentic Ecosystem what operates it, Agentic Winners 40 who captures the value, and HALO what AI can’t touch. The builders ran furthest this year — since the June chip high the order has flipped. https://closelook.net/videos/2026-10-09/ai-barbell-ep1.mp4 57 2026-10-09T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-09-ai-trade-capex-sold-apps-bought/ 2026-10-09 https://closelook.net/videos/2026-10-09/ai-trade-capex-sold-apps-bought.jpg Capex Sold, Apps Bought OpenAI’s revenue came in at $50 billion, not the $70 billion that had circulated. Chips fell and the software that uses AI rose — since the 22 June chip high, build is down, operate and use are up. https://closelook.net/videos/2026-10-09/ai-trade-capex-sold-apps-bought.mp4 52 2026-10-09T12:00:00+00:00 yes no Thomas Look no