Lab
Tactical research tools built on top of the Closelook data stack. Live dashboards, regime indicators, and rotation sensors — updated daily at 23:00 UTC.
GLOBAL
Global Sectors
11 sectors × 4 regions in a single heatmap. US / Europe / Asia-Pac DM / EM decomposed into sector returns, cross-region spreads, and a daily rotation signal. Bloomberg-Institutional-only IP, public on Closelook.
Open Heatmap →
MACRO Money Temperature
8 instruments that define how money moves through global markets — SPY, QQQ, TLT, UUP, GLD, BTC-USD, VEU, EEM. Same 5-dimension scoring as AW25 applied to the macro layer. Cross-reading instrument temperatures reveals the current regime configuration.
Open Dashboard → 101 Explainer
STRUCTURAL Cointegration Monitor
6 cross-asset pairs under rolling 60-day Engle-Granger surveillance. When long-standing relationships dissolve, the market is repricing structural assumptions. The 5-domino cascade tracker maps how stress propagates — from crypto-tech decoupling through to gold-dollar breakdown.
Open Monitor → 101 Explainer
INDEX · 1 / 4 Compute Spot Tightness · CCST
First of the Closelook AI Build-Out Index Family (4 indices). Daily scrape of hourly GPU rental rates and availability across 40+ cloud providers, plus cross-generation price ratios (H100/B200, A100/H100). 0-100 composite: high = compute is scarce, cascading demand across the stack. Equity gap signal vs NVDA / AMD / ORCL / VRT basket.
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INDEX · 2 / 4 Taiwan AI Supply Pulse · TAISP
Second of the Closelook AI Build-Out Index Family (4 indices). Monthly revenue from 25 Taiwan-listed AI hardware suppliers across 5 layers — AI server ODMs (Hon Hai, Quanta, Wiwynn), OSAT (ASE, KYEC), foundry (TSMC, MediaTek), substrate (Unimicron, Nan Ya PCB), cooling (Delta, Auras). TWSE-mandated audited filings, no analyst-estimate noise.
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INDEX · 3 / 4 Memory / HBM Pulse · MHP
Third of the Closelook AI Build-Out Index Family (4 indices). The HBM bottleneck that gates AI accelerator shipments. SK Hynix / Samsung / Micron are the three companies that actually make HBM at scale — when they sell out, the AI capex ceiling is set. MHP tracks the four layers (HBM Big-3, memory test/equipment, HBM-adjacent packaging, demand-pull) with a lead-vs-coincident divergence signal that surfaces 2-4 months ahead of the revenue print.
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INDEX · 4 / 4 Semicap / Test Pulse · STP
Fourth and final of the Closelook AI Build-Out Index Family (4 indices). The equipment cycle that gates silicon supply. ASML / AMAT / LRCX / Tokyo Electron build order books → fab capacity follows 6-12 months later → silicon a quarter after that. Four layers (front-end capex, front-end test, back-end test, advanced packaging) with a cycle-stage detector that reads the gap between front-end and back-end as early/mid/late/contraction.
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FAMILY · 8 PULSES Agentic Demand Map
Where agentic AI demand emerges, and which value-capture layer monetises it first. 8 pulses across 6 layers (App Builders · Tollbooths · Infrastructure · Endpoints · Security · Industrial), each one a multi-basket equity-gap signal. EIP / EWP / CCP daily-to-hourly, EAP / TBP / ASP weekly, CEP / IAP monthly. Read it as a stack — the layer that moves first tends to be the layer where unpriced cohorts still exist.
Open Family Map →
VISUALISATION Bar race — AI build-out
36 months of monthly market cap for the twelve Closelook-tracked AI-infrastructure leaders, animated. Architects & IP (NVDA / AVGO / AMD / ARM / MRVL), Manufacturing (TSM / ASML / AMAT / KLAC / LRCX), Memory (MU) and Power (VRT) racing through the post-ChatGPT cycle.
Watch the race → Embed snippet inside
VISUALISATION Bar race — Money Temperature channels
The 8 publicly-tradable instruments Closelooknet uses to score the composite Money Temperature regime (SPY, QQQ, TLT, UUP, GLD, BTC, VEU, EEM) racing on % return since 2023-06. Shows which channel led the regime read at each point in the cycle — risk-on equity, gold safe-haven, BTC speculation, TLT duration.
Watch the race → Embed snippet inside
Methodology. All Lab tools use the same 5-dimension Temperature scoring (Position 30, Momentum 25, Volume 20, Volatility 15, Fragility 10). Data sourced from EODHD (€19.99/mo All World plan). Scores are relative and descriptive — they measure intensity, not direction. Updated daily at 23:00 UTC.
Read methodology →