Archive - Closelooknet

The National-Security Discount

When “Made in America” stops being a moat and starts being a liability.

2 hrs ago • Thomas Look

Rockwell Automation: A physical AI winner breaking out

Rockwell Automation is starting to look like one of the more interesting “second-wave AI” stocks. Not because it makes GPUs. Not because it runs cloud…

Jun 12 • Thomas Look

Is Software Really Bottoming — or Is This Just a Dead Cat Bounce?

Software and cloud stocks are reaching a critical point again

Jun 10 • Thomas Look

Nvidia’s Crunch Time: Can Rubin Restart the Leadership Cycle?

Nvidia is back at an important technical and narrative inflection point.

Jun 9 • Thomas Look

Why The Global Spring Bull May Be Over

And A New One May Return in Autumn

Jun 6 • Thomas Look

The Generals Have Followed Their Troops

That leg of the semi bull is over

Jun 5 • Thomas Look

Two Agentic Earnings Beats

And a muted market response

Jun 4 • Thomas Look

META Stock Rallies 5% on AI Breakthroughs and Major UpgradeBack from massive

Meta Launches Enterprise AI Agents for WhatsApp and Messenger; Arete Research Issues ‘Buy’ Upgrade with $735 Price Target.

Jun 3 • Thomas Look

The Troops Are Leaving Before the Generals

A short-term top in second-tier semis is likely in place — not the end of the bull, an early-warning shot.

Jun 2 • Thomas Look

May 2026

Tech — and Then a Desert

One sector is doing the lifting for every cap-weighted index.

May 31 • Thomas Look

Risk-On Broadens — Asia Leads, Software Joins

Asian tech tops the world, US software and cyber surge to the front, and volatility fades across both stocks and bonds.

May 30 • Thomas Look

The New Value Stocks That Traditional Value Investors Like To Overlook

A new class of value stocks is developing

May 29 • Thomas Look

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