Closelook Temperature sits at 59 🟡, still risk-on but the dispersion underneath is widening. The Rubin Build-Out 100 added +0.50% on the day and is now +25.1% over the trailing month — a continuation of the capital rotation into infrastructure build-out names that has driven the index since late March. Euro-AI 50 gained +1.33% on the day but remains ne…
Temperature 59 — Rubin surges 25% monthly as cointegration breaks pile up
A short-term top may be in place
