Jan 5: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics

January 5, 2024 · #ChatGPT & AI Chatbots #AI & Robotics #Metaverse & VR #Political Ties (Lee Jun-seok) #CXL (Compute Express Link) #Hydrogen (Fuel Cells, Vehicles) #Defense & War #Virtual Reality (VR)

8 strong themes — 8 recurred. Top: ChatGPT & AI Chatbots +14.1%.

Strong themes8 Top change+14.1% LeaderPolaris Office

Average change by strong theme

Average change of member stocks, by theme · descending
ChatGPT & AI Chatbots
+14.1%
AI & Robotics
+12.4%
Metaverse & VR
+8.7%
Political Ties (Lee Jun-seok)
+6.6%
CXL (Compute Express Link)
+4.5%
Hydrogen (Fuel Cells, Vehicles)
+4.2%
Defense & War
+3.8%
Virtual Reality (VR)
+3.5%

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
ChatGPT & AI Chatbots---
AI & Robotics---
Metaverse & VR---
Political Ties (Lee Jun-seok)---
CXL (Compute Express Link)---
Hydrogen (Fuel Cells, Vehicles)---
Defense & War---
Virtual Reality (VR)---

AI names dominated the Jan 5 session. ChatGPT & AI Chatbots led all themes with an average change of 14.09%, and all 9 of its stocks closed higher.

Within that group, Polaris Office rose 30.0% and ESTsoft gained 29.95%. AI & Robotics came next with an average change of 12.41%, led by T-Robotics at 21.87%.

Gains were broad: every listed stock in all eight themes closed higher. Metaverse & VR averaged 8.71%, and Political Ties (Lee Jun-seok) averaged 6.57%, led by SAMBO Industrial at 15.99%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1ChatGPT & AI Chatbotsrecurred after 28 days+14.1%9/9-
2AI & Roboticsrecurred after 18 days+12.4%9/9-
3Metaverse & VRrecurred after 10 days+8.7%8/8-
4Political Ties (Lee Jun-seok)recurred after 3 days+6.6%5/5-
5CXL (Compute Express Link)recurred after 3 days+4.5%9/9-
6Hydrogen (Fuel Cells, Vehicles)recurred after 10 days+4.2%8/8-
7Defense & Warrecurred after 18 days+3.8%10/10-
8Virtual Reality (VR)recurred after 10 days+3.5%10/10-

Theme by Theme

1. ChatGPT & AI Chatbots (recurred after 28 days)

StockChangeCloseLeader
Polaris Office 041020+30.0%5,460
ESTsoft 047560+29.9%19,740
Saltlux 304100+18.9%31,450
Konan Technology Incorporation 402030+10.6%36,100
Maum.ai 377480+8.7%29,350
Flitto 300080+8.0%34,250
Global Tax Free 204620+7.3%5,440
Selvas AI 108860+7.2%22,200
Hancom 030520+6.1%14,970

Related news

2. AI & Robotics (recurred after 18 days)

StockChangeCloseLeader
T-Robotics 117730+21.9%21,400
Saltlux 304100+18.9%31,450
Obzen 417860+16.1%25,250
Konan Technology Incorporation 402030+10.6%36,100
CrowdWorks 355390+10.0%30,700
Alchera 347860+9.3%8,800
LaonPeople 300120+8.9%6,720
Maum.ai 377480+8.7%29,350
Selvas AI 108860+7.2%22,200

3. Metaverse & VR (recurred after 10 days)

StockChangeCloseLeader
XIIlab 189330+18.2%12,800
Skonec Entertainment 276040+11.7%9,940
Alchera 347860+9.3%8,800
Selvas AI 108860+7.2%22,200
Ajinextek 059120+6.2%10,850
Daesung Private Equity 027830+6.1%1,874
WISE iTech 065370+5.6%8,480
Virnect 438700+5.4%9,410

4. Political Ties (Lee Jun-seok) (recurred after 3 days)

StockChangeCloseLeader
SAMBO Industrial 009620+16.0%1,618
NextEye 137940+6.7%833
The Willbes & 008600+4.6%706
YBM Net 057030+3.9%5,660
Samyoung 003720+1.8%4,640

5. CXL (Compute Express Link) (recurred after 3 days)

StockChangeCloseLeader
Neosem 253590+15.1%10,980
OKins Electronics 080580+7.5%10,000
Exicon 092870+6.8%21,950
Kook Soon Dang 043650+5.3%6,750
Openedges Technology 394280+1.8%24,900
Korea Circuit 007810+1.5%20,400
Fadu 440110+1.0%24,650
SK hynix 000660+0.8%137,500
Daekyo 019680+0.7%2,780

Related news

6. Hydrogen (Fuel Cells, Vehicles) (recurred after 10 days)

StockChangeCloseLeader
Sewon 234100+10.4%1,999
Synopex 025320+9.6%8,470
Sambo Motors 053700+2.8%5,970
BMTCo 086670+2.4%13,700
Samyoung S&C 361670+2.3%5,330
Nuin Tek 012340+2.2%1,074
Ilji Technology 019540+2.1%3,915
Samwha Electronics 011230+2.0%4,085

7. Defense & War (recurred after 18 days)

StockChangeCloseLeader
Victek 065450+10.9%4,765
Samyung ENC 065570+7.2%3,435
Huneed Technologies 005870+4.0%7,080
COTS Technology 448710+3.5%17,940
HanilForgingIndustrial 024740+3.0%2,440
Hancom Lifecare 372910+2.5%4,720
Speco 013810+2.1%3,470
Kocom 015710+2.0%4,900
STX 011810+1.5%11,460
Firstec 010820+1.5%3,375

8. Virtual Reality (VR) (recurred after 10 days)

StockChangeCloseLeader
Skonec Entertainment 276040+11.7%9,940
IMCo 101390+5.5%6,100
Raontech 418420+3.8%9,680
Devsisters 194480+2.8%41,700
Dongwoon Anatech 094170+2.6%21,300
Sekonix 053450+2.5%7,270
S Net Systems 038680+2.2%4,870
Shindo Eng. Lab 290520+1.7%4,130
SPG 058610+1.2%34,350
JCH Systems 033320+0.9%4,940

Closing Thoughts

Both AI themes are marked recurred, returning after gaps of 28 and 18 days. Their current episodes run from 2024-01-05 to 2024-01-08, a span of 4 days.

CXL (Compute Express Link) posted an average change of 4.51%, and Neosem rose 15.09%. A Jan 4 headline linked CXL to AI and named Kook Soon Dang, which rose 5.3%.