Closelook@Charts
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.
Chapters
Transcript
0:00 Trend strength this month: the Agentic Winners 40 up, Rubin down.
0:04 Directional Flow: how strong a trend is, and how fast that strength changes — the change often comes before the price turns.
0:10 Over the past month, trend strength rose most in the Agentic Winners 40 (+17) and the Agentic Ecosystem (+9).
0:15 Rubin fell most (−17) — though its trend is still the strongest of the group.
0:21 The big names: trend strength rose most in Palantir (+28), Salesforce (+28) and SAP (+25).
0:26 It fell most in Micron (−22), Intel (−15) and ASML (−11).
0:32 Across all ~1,200 markets and stocks, heating up fastest: Atlassian, SABESP and SpaceX.
0:37 Also building: Caris Life Sciences and Zscaler.
0:43 Cooling fastest: Zhipu AI, Xanadu Quantum Technologies and AXIA Energia.
0:48 Also fading: Applied Optoelectronics and Planet Labs.
0:54 Still rising, but losing strength: Zhipu AI, Applied Optoelectronics and Kioxia.
0:59 Turning up from weakness: SABESP, Zscaler and INNIO.
1:04 The full scan after every US close: closelook.net/signals/directional-flow
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Research diary, not investment advice. Figures as stated in the video, to the date shown.