Archive - Closelooknet

Global Markets — Brazil Falls 24%, Chips Crack on Friday, Europe and Health Care Hold

The week the money was raised, region by region.

14 hrs ago • Thomas Look

AI Trade — The Rocky Period May Have Begun

Three things happened in three days.

Oct 30 • Thomas Look

Alphabet — Sold on the Cash Line

Google Cloud revenue grew 103%. Total revenue grew 25% and operating income 30%. Alphabet shares still fell about 10% after hours on Wednesday night.

Oct 29 • Thomas Look

Rubin — A Tradable Bottom May Be in Place

The AI build-out has had a brutal month.

Oct 28 • Thomas Look

Hyperscalers — Cash Flow Is the Rear-View Mirror

The most-quoted number in big tech right now is going the wrong way, fast.

Oct 27 • Thomas Look

Long Bond — A Second Gap Higher, and Both Still Open

In this edition: XSD+1.63 (+0.36%), SOXX+2.51 (+0.53%), QQQ-0.07 (-0.01%), SPY-3.99 (-0.52%), TLT-0.40 (-0.49%), TLH-0.43 (-0.45%), IEF-0.15 (-0.16…

Oct 25 • Thomas Look

AI Stocks — The Security Layer Leads, the Builders Look for a Floor

Last week this letter asked whether Friday's crack in the applications was a shakeout or the start of a breakdown — and said the flow board would…

Oct 25 • Thomas Look

S&P 500 — Cloud and Cyber Take the Lead, the Chips Look for a Floor

The week the leadership changed. Cloud and cybersecurity became the new leaders

Oct 25 • Thomas Look

Global Markets — Software Takes the Lead, Taiwan Breaks, France Out-Yields America

The week the leadership changed. Software, cloud and cybersecurity rose 6 to 12 percent — the cloud fund to its highest close since January 2022.

Oct 24 • Thomas Look

AI Trade — Sold the Builders, Bought the Users

Thursday’s sell-off had an address. It hit the companies that build AI hardware and the giants that pay for it — and stopped almost exactly where AI…

Oct 23 • Thomas Look

Memory — Seoul Sells the Beat

Lam Research beat on profit and revenue last night and fell 7.2% in after-hours trading.

Oct 22 • Thomas Look

Korea — Too Far Up, Now Too Far Down

Seoul fell for the sixth session in a row on Tuesday.

Oct 20 • Thomas Look

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