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The AI trade in under 90 seconds

Short videos from the research diary — fully subtitled, so they work on a phone with the sound off; the newer ones are narrated in the Closelook voice, an AI voice. Each one ends where the data lives on the site.

  • Divergence Watch — Every week: where the market’s surface and its foundation disagree — from our divergence scanner.
  • The Board — Every week: sectors, regions and signals — where the money moved.
  • Closelook@Charts — What the charts say — divergences and turning points in under 90 seconds, and long reads drawn on our stock pages.
  • Closelook@AI Indices — A short series on how we track the AI trade — one index at a time.
  • Closelook@AI Trade — The day’s AI market move in under 90 seconds — built from the Daily Pulse.

Closelook@Charts · 17 October 2026 · 5:42

Retail — The Store That Wins When Money Is Tight Breaks Its Downtrend

A trillion-dollar retailer that wins when shoppers are squeezed and uses AI instead of building it has broken its five-month downtrend with the rotation. The two charts, the hurdles at 118 and 122, the November test and the risks. Since the pick: $117.87 → $118.81 (+0.8%) to 16 October. Narration: AI voice. Presenter: an AI avatar of the editor, made from his photo.

  1. The pick
  2. Who it is
  3. The charts
  4. The read
  5. The levels
  6. The case
  7. The numbers
  8. What would prove it wrong
  9. The outlook
  10. Since the pick

Watch with transcript → The Chart Pick →

Closelook@AI Indices · 17 October 2026 · 1:19

AI Sectors — Application Leaders Lead, High-Speed Interconnects Lags

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 (+1.5%) and high-speed interconnects trailed (−19.5%). The AI board ranks every single stock too — this week's best: Kingdee +14.6%, Veeva +9.9%, Intuit +8.6%. Narration: AI voice.

  1. The three indices
  2. The week
  3. The month
  4. The year

Watch with transcript → The AI board →

Closelook@Charts · 17 October 2026 · 1:26

AI Trends — Winners Still Lead, Rubin Fades

Directional Flow, the week to 16 October: trend strength rose most in the Agentic Winners 40 and fell most in Rubin. Among the big names it rose most in Palantir (+30), Salesforce (+25) and SAP (+25) and fell most in Micron (−24), Intel (−18) and ASML (−9); across the whole scan, heating up fastest were SABESP, Atlassian and INNIO, cooling fastest Xanadu Quantum Technologies, Zhipu AI and AXIA Energia. Narration: AI voice.

  1. The AI indices
  2. The big names
  3. Heating up
  4. Cooling down
  5. Turning points

Watch with transcript → Directional Flow →

· 15 October 2026 · 1:08

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.

  1. The question
  2. What's coming
  3. The Nasdaq on support
  4. Chips didn't confirm
  5. The fear — and the answer
  6. The test
  7. Crash or pause
  8. What to watch

Watch with transcript → Read the Daily Pulse →

· 15 October 2026 · 1:59

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.

  1. The chart
  2. The chips
  3. The leaders
  4. Two clocks
  5. The fear — and the answer
  6. Our demand gauges
  7. The receipts
  8. Two outcomes for 2027

Watch with transcript → Read the Daily Pulse →

Closelook@Charts · 11 October 2026 · 2:54

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.

  1. The business
  2. Three chips, five years
  3. The past year
  4. Where the desk stands
  5. What would change the read

Watch with transcript → Nvidia on the stock page →

Closelook@Charts · 11 October 2026 · 1:13

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.

  1. The AI scare and the low
  2. The channel and the record
  3. The rival rose too
  4. Where the desk stands
  5. What would change the read

Watch with transcript → Datadog on the stock page →

Closelook@Charts · 11 October 2026 · 2:30

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.

  1. From capex to opex
  2. The long channel
  3. The turn and the run
  4. Where the desk stands
  5. What would change the read

Watch with transcript → Palantir on the stock page →

Closelook@AI Indices · 11 October 2026 · 1:02

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%.

  1. The three indices
  2. The week
  3. The month
  4. The year

Watch with transcript → The AI board →

Closelook@Charts · 11 October 2026 · 1:11

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.

  1. The AI indices
  2. The big names
  3. Heating up
  4. Cooling down
  5. Turning points

Watch with transcript → Directional Flow →

Closelook@Charts · 11 October 2026 · 1:04

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.

  1. The falling line
  2. The channel and the record
  3. Where the desk stands
  4. What would change the read

Watch with transcript → Palantir on the stock page →

Closelook@Charts · 10 October 2026 · 0:56

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.

  1. Records everywhere
  2. The chips don’t confirm
  3. The rally broadens
  4. What to watch

Watch with transcript → See the indices →

Closelook@Charts · 10 October 2026 · 1:00

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%.

  1. March: the low that wasn’t
  2. June: the high that wasn’t
  3. Spring: software holds

Watch with transcript → See the indices →

Closelook@AI Indices · Episode 2 · 10 October 2026 · 0:56

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.

  1. What Rubin holds
  2. How it did this year
  3. Which layers led
  4. Where the money moved

Watch with transcript → Explore Rubin layer by layer →

Closelook@AI Indices · Episode 1 · 9 October 2026 · 0:57

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.

  1. The four sides
  2. How they did this year
  3. What changed since June
  4. What comes next

Watch with transcript → Explore the four indices →

Research diary, not investment advice. More reading: Daily Pulse · our indices · the newsletters.