Research Built on Conviction, Not Consensus
Closelooknet is an independent investment research platform mapping the AI capital cycle — from semiconductor supply chains to agentic software disruption. Founded by Thomas Look, based in Germany, covering global markets.
The Thesis
We are in the early innings of the largest capital cycle in technology history. The AI buildout will reshape supply chains, competitive dynamics, and capital flows across every sector — but most market participants are navigating this transition with incomplete maps.
Closelooknet exists to build those maps. Our research traces the constraint chains — from photoresist chemistry to advanced packaging to datacenter power — identifying where capital must flow and which companies sit at structural chokepoints. We combine supply-side hardware analysis with demand-side software disruption mapping to give subscribers a complete picture of where value accrues.
The European Edge
Operating from Germany provides informational advantages that most US-centric research shops miss. European trading hours overlap with Asian semiconductor production cycles. German-language sources cover ASML, Infineon, Siemens, and SAP before English-language media picks them up. Our proximity to EU regulatory developments — from the AI Act to the Chips Act — means we see policy shifts as they form, not after they've been priced in.
This isn't just about timezone arbitrage. It's about structural information asymmetry — the kind that compounds over time and creates durable edge for subscribers willing to look beyond the US bubble.
Research Philosophy
Every piece of Closelooknet research follows the same principle: map the structure, then find the trade. We don't chase momentum or react to earnings beats. We build frameworks that explain why things are happening, then identify which mispricings the market hasn't corrected yet.
Constraint-Chain Mapping
Trace every technology dependency from raw materials to end application. Find the bottleneck. That's where pricing power lives.
Skin in the Game
Every stock pick in our research is backed by real capital in our model portfolios. Full position transparency — no paper trades, no hindsight edits.
Supply-Side First
Most analysts chase demand narratives. We start with who can actually produce, at what yield, at what cost. Supply constraints are more predictable than demand hype.
Multi-Timeframe Discipline
Elliott Wave timing for entries and exits. Fundamental analysis for position sizing and conviction. Options strategies for income generation and risk management.
What Subscribers Get
Closelooknet operates on two tiers, each designed for a different type of investor. C+ is for those who want research edge — the analytical frameworks, deep dives, and investment annexes that inform better decisions. C+ Exclusive is for those who want execution edge — full portfolio transparency, real-time trade signals, and the ability to mirror our positioning.
C+ Research
C+ Exclusive
About Thomas Look
I've spent years at the intersection of financial markets, technology, and media. My background spans quantitative analysis, technical analysis (with deep expertise in Elliott Wave theory), and building technology platforms. Before Closelooknet, I ran closelook.net as a media platform covering markets, tech, and macro — reaching thousands of subscribers across LinkedIn and direct channels.
I trade my own capital across four model portfolios — equities, options, ETFs, and concentrated AI buildout positions. Every trade signal I send to C+ Exclusive subscribers reflects a position I'm taking with real money. That alignment of incentives is the foundation everything else is built on.
Based in the Berlin-Potsdam metropolitan area, Germany. Published via Substack.
Start With the Research
Read the free AI Buildout country analysis. If the depth and framework resonate, C+ gives you the investment annexes and daily context. If you want full execution transparency, C+ Exclusive opens the portfolios and trade signals.