https://closelook.net/videos/2026-10-15-ai-crash-or-pause/ Closelooknet en 2026-10-15T12:00:00+00:00 AI Trade — Crash, or Just a Pause? https://closelook.net/videos/2026-10-15/ai-crash-or-pause.jpg AI Trade — Crash, or Just a Pause? Korea fell more than 8% and the Nasdaq sits right on support — is the AI trade about to crash? Chip stocks never confirmed the new high. But Anthropic just made $16.8 billion in one quarter. The test comes with Microsoft on 28 October and Datadog and Cloudflare in early November: if they deliver, this was a pause; if not, AI spending pauses in 2027 — not a crash. Narration: AI voice. https://closelook.net/videos/2026-10-15/ai-crash-or-pause.mp4 68 2026-10-15T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-15-ai-trade-show-me-quarter/ Closelooknet en 2026-10-15T12:00:00+00:00 AI Trade — Show-Me Quarter for 2027 https://closelook.net/videos/2026-10-15/ai-trade-show-me-quarter.jpg AI Trade — Show-Me Quarter for 2027 Two clocks on the AI trade: Korea −8.5% and Barclays' doubts on company AI spending against TSMC's record and ASML sold out into 2028. Companies rent AI rather than buy servers — Anthropic earned $1.70 per dollar of compute. The earnings of the next three weeks decide 2027. Narration: AI voice. https://closelook.net/videos/2026-10-15/ai-trade-show-me-quarter.mp4 119 2026-10-15T12:00:00+00:00 yes no Thomas Look no