Aug 24: 8 Strong Themes — AI & Robotics, ChatGPT & AI Chatbots

August 24, 2023 · #AI & Robotics #ChatGPT & AI Chatbots #Semiconductor Equipment #Quantum Cryptography #Seafood & Fishing #OLED Displays #Robotics (Industrial & Collaborative) #Semiconductor Materials & Components

8 strong themes — 2 running · 6 recurred. Top: AI & Robotics +12.0%.

Strong themes8 Top change+12.0% LeaderCurexo

Average change by strong theme

Average change of member stocks, by theme · descending
AI & Robotics
+12.0%
ChatGPT & AI Chatbots
+9.9%
Semiconductor Equipment
+8.5%
Quantum Cryptography
+7.0%
Seafood & Fishing
+6.2%
OLED Displays
+6.0%
Robotics (Industrial & Collaborative)
+5.7%
Semiconductor Materials & Components
+5.7%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
AI & RoboticsCurexo+18.73%
ChatGPT & AI ChatbotsPolaris Office+30.00%
Semiconductor EquipmentTfe+19.51%
Quantum CryptographyWooriro+24.04%
Seafood & FishingHansung Enterprise+28.05%
OLED DisplaysPoongwon Precision+8.49%
Robotics (Industrial & Collaborative)Shinsung Delta Tech+9.99%
Semiconductor Materials & ComponentsISC+6.24%

AI names led the Aug 24 session. AI & Robotics topped the list with an average change of 11.98%, and all 10 of its stocks rose.

Polaris Office hit 30.0%, lifting ChatGPT & AI Chatbots to an average change of 9.94%. Curexo led AI & Robotics with 18.73%.

Semiconductor Equipment posted an average change of 8.54%, led by Tfe at 19.51%. Every stock in all eight themes closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1AI & Roboticsrecurred after 13 days+12.0%10/10Curexo
2ChatGPT & AI Chatbotsrecurred after 20 days+9.9%9/9Polaris Office
3Semiconductor Equipmentrecurred after 2 days+8.5%9/9Tfe
4Quantum Cryptography2 days running+7.0%4/4Wooriro
5Seafood & Fishing4 days running+6.2%8/8Hansung Enterprise
6OLED Displaysrecurred after 3 days+6.0%9/9Poongwon Precision
7Robotics (Industrial & Collaborative)recurred after 13 days+5.7%10/10Shinsung Delta Tech
8Semiconductor Materials & Componentsrecurred after 2 days+5.7%10/10ISC

Theme by Theme

1. AI & Robotics (recurred after 13 days)

StockChangeCloseLeader
Curexo 060280+18.7%24,400★
Mobiis 250060+15.9%3,535
SyntekaBio 226330+15.6%13,053
Moadata 288980+14.4%2,575
Alchera 347860+12.9%12,385
Emro 058970+9.6%75,600
Saltlux 304100+9.1%36,500
Maum.ai 377480+8.4%23,750
Selvas AI 108860+7.9%21,900
Lunit 328130+7.3%35,213

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2. ChatGPT & AI Chatbots (recurred after 20 days)

StockChangeCloseLeader
Polaris Office 041020+30.0%7,150★
BRIDGETECCorp 064480+9.8%7,490
Saltlux 304100+9.1%36,500
Maum.ai 377480+8.4%23,750
Selvas AI 108860+7.9%21,900
Flitto 300080+7.3%10,756
Brainzcompany 099390+6.4%7,950
NAVER 035420+6.3%229,000
VAIV company 301300+4.2%8,450

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3. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Tfe 425420+19.5%29,400★
Jusung Engineering 036930+10.4%27,150
PSK Holdings 031980+8.7%28,000
Nepes Ark 330860+8.3%23,600
Mirae 025560+6.4%104,031
Protec 053610+6.2%45,050
GnBS eco 382800+6.0%6,437
Laserssel 412350+5.7%10,639
Koses 089890+5.7%11,370

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4. Quantum Cryptography (2 days running)

StockChangeCloseLeader
Wooriro 046970+24.0%2,265★
Korea Computer & Systems 115500+2.2%9,240
LG Uplus 032640+0.9%10,290
KT 030200+0.8%32,850

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5. Seafood & Fishing (4 days running)

StockChangeCloseLeader
Hansung Enterprise 003680+28.1%6,620★
Dongwon Fisheries 030720+9.3%10,290
Silla SG 025870+6.0%9,130
Sajodaerim 003960+2.3%29,200
CJ Seafood 011150+1.0%3,680
Sajo Industries 007160+0.9%40,150
Oyang 006090+0.8%8,710
Silla 004970+0.8%8,880

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6. OLED Displays (recurred after 3 days)

StockChangeCloseLeader
Jusung Engineering 036930+10.4%27,150
Poongwon Precision 371950+8.5%8,820★
FNS Tech 083500+6.0%9,290
Icd 040910+5.5%8,850
Robostar 090360+4.9%29,950
Nexa Dynamics 351320+4.8%3,090
Avaco 083930+4.7%18,990
Charm Engineering 009310+4.5%2,550
meerecompanyIncorporated 049950+4.4%38,950

7. Robotics (Industrial & Collaborative) (recurred after 13 days)

StockChangeCloseLeader
Shinsung Delta Tech 065350+10.0%53,400★
SP Systems 317830+7.0%12,750
SBB Tech 389500+6.8%41,900
Doosan 000150+6.4%112,600
Neuromeka 348340+5.1%32,303
Robostar 090360+4.9%29,950
SPG 058610+4.6%29,500
RS Automation 140670+4.3%11,678
Smec 099440+4.0%2,448
Russell 217500+3.7%3,740

8. Semiconductor Materials & Components (recurred after 2 days)

StockChangeCloseLeader
Micro Contact Solution 098120+12.0%8,030
ISC 095340+6.2%102,200★
FNS Tech 083500+6.0%9,290
Tiger Elec 219130+5.8%27,250
S&S Tech 101490+5.2%50,500
Ji-tech 417500+5.0%4,540
Ycchem 112290+4.3%6,222
Mi 059090+4.2%10,940
Temc 425040+4.0%19,300
ENF Technology 102710+4.0%21,050

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Closing Thoughts

Seafood & Fishing extended its run to 4 days, with Hansung Enterprise up 28.05%. Quantum Cryptography made it 2 days in a row, led by Wooriro at 24.04%.

The other six themes returned after gaps of 2 to 20 days. The next test is whether AI & Robotics and ChatGPT & AI Chatbots hold up after Aug 24.