Thomas Look

What I Do

I run an investment operation with a publishing arm. The order matters: capital deployment comes first, research and publication follow. Every framework on this site was developed to solve a real allocation problem in my own portfolios before it became a published product.

My primary focus is the AI infrastructure buildout — the physical supply chain from lithography machines to data center cooling that makes artificial intelligence possible. I believe this is the largest capital cycle in technology history, and that most investors are navigating it with frameworks designed for a different era.

Proprietary Frameworks

• Weekly Signal — 7-level, 9-dimension market regime scoring (0-100 composite) covering BTC, NDX, SMH, Gold, TLT, and FTSE Global ex-US
• ABR Framework — Agent Beneficiary Ratio: 5-dimension scoring for AI disruption impact on public companies
• Functional Indices — 31 proprietary indices tracking the semiconductor and AI supply chain across 6 layers and 18 sectors
• Euro-AI Sovereign 50 — Europe's irreplaceable position in the global AI supply chain, mapped across 50 companies in 13 countries
• Software-Credit Nexus — The systemic risk pathway from PE software concentration to private credit crisis

Across Platforms

Closelook is one part of a broader ecosystem. I also manage:

Background

Managing Director of Closelook Venture GmbH and Look Investment GmbH, both based in Teltow near Berlin. Partner at A-2 Deal Advisory GmbH, where I advise on M&A transactions and Forschungszulage (German R&D tax credit) applications. Co-author of the Akte Bundesliga book series — 22 club dossiers published as a network of analytics websites.

My investment approach combines structural analysis of technology supply chains with quantitative regime detection and Elliott Wave technical analysis. I publish under the principle of full transparency: every position, every signal, every mistake is documented.