Feb 5: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics

February 5, 2025 · #Robotics (Industrial & Collaborative) #AI & Robotics #Semiconductor Equipment #ChatGPT & AI Chatbots #Battery #Medical AI #Semiconductor Materials & Components #Lithium

8 strong themes — 5 running · 3 recurred. Top: Robotics (Industrial & Collaborative) +15.4%.

Strong themes8 Top change+15.4% LeaderClobot

Average change by strong theme

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+15.4%
AI & Robotics
+13.3%
Semiconductor Equipment
+8.6%
ChatGPT & AI Chatbots
+8.2%
Battery
+6.9%
Medical AI
+6.8%
Semiconductor Materials & Components
+6.3%
Lithium
+5.5%

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
Robotics (Industrial & Collaborative)Clobot+29.95%
AI & RoboticsClobot+29.95%
Semiconductor EquipmentCymechs+13.07%
ChatGPT & AI ChatbotsVAIV company+12.46%
BatteryChunbo+7.90%
Medical AITomatosystem+9.37%
Semiconductor Materials & ComponentsMKElectron+4.59%
LithiumChunbo+7.90%

Robotics drove the 2025-02-05 session. Robotics (Industrial & Collaborative) had an average change of 15.36%, and all 10 of its stocks closed higher.

Clobot led both robotics themes, rising 29.95% to close at 14580. AI & Robotics came back after a 13-day gap with an average change of 13.32%.

Every stock listed across all eight themes rose. Battery averaged 6.91%, with news citing a pause in Trump’s tariffs and talks on a Korean version of the IRA.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Robotics (Industrial & Collaborative)2 days running+15.4%10/10Clobot
2AI & Roboticsrecurred after 13 days+13.3%8/8Clobot
3Semiconductor Equipment2 days running+8.6%10/10Cymechs
4ChatGPT & AI Chatbots4 days running+8.2%10/10VAIV company
5Battery2 days running+6.9%10/10Chunbo
6Medical AI2 days running+6.8%8/8Tomatosystem
7Semiconductor Materials & Componentsrecurred after 14 days+6.3%10/10MKElectron
8Lithiumrecurred after 14 days+5.5%9/9Chunbo

Theme by Theme

1. Robotics (Industrial & Collaborative) (2 days running)

StockChangeCloseLeader
Clobot 466100+29.9%14,580★
Haisung Aero-Robotics 059270+22.7%7,400
Samhyun 437730+19.7%13,060
KNR Systems 199430+14.7%11,610
Cymechs 160980+13.1%11,940
Everybot 270660+12.4%20,000
SP Systems 317830+12.1%8,820
Formetal 119500+11.6%4,220
Rainbow Robotics 277810+9.1%371,000
SPG 058610+8.2%34,350

2. AI & Robotics (recurred after 13 days)

StockChangeCloseLeader
Clobot 466100+29.9%14,580★
Saltlux 304100+17.1%33,150
VAIV company 301300+12.5%6,770
Everybot 270660+12.4%20,000
Obzen 417860+11.7%11,070
Exem 205100+8.4%2,330
Twim 290090+7.3%7,620
Brainzcompany 099390+7.2%6,070

3. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Tes 095610+18.9%20,150
Cymechs 160980+13.1%11,940★
Zeus 079370+8.0%13,650
Exicon 092870+7.9%12,870
Wonik Holdings 030530+7.8%2,835
Nepes Ark 330860+7.5%11,990
PSK Holdings 031980+6.0%49,200
KohYoungTechnology 098460+5.9%17,710
HPSP 403870+5.8%30,850
Russell 217500+5.3%1,706

4. ChatGPT & AI Chatbots (4 days running)

StockChangeCloseLeader
Saltlux 304100+17.1%33,150
VAIV company 301300+12.5%6,770★
Exem 205100+8.4%2,330
ESTsoft 047560+7.6%26,200
Brainzcompany 099390+7.2%6,070
Konan Technology Incorporation 402030+6.8%28,300
Isupetasys 007660+6.3%37,800
Kakao 035720+5.6%43,200
Maum.ai 377480+5.4%23,400
Polaris Office 041020+4.9%6,220

5. Battery (2 days running)

StockChangeCloseLeader
Philoptics 161580+10.1%30,650
Kumyang 001570+8.0%18,700
Chunbo 278280+7.9%37,550★
W-scope Chungju Plant 393890+7.5%10,810
Yunsung F&C 372170+6.4%35,900
SungEel HiTech 365340+6.3%40,300
Korea Petro Chemical Ind 006650+6.1%93,800
PI Advanced Materials 178920+5.7%17,620
SK ie technology 361610+5.6%23,550
Duksan Techopia 317330+5.6%33,150

Related news

6. Medical AI (2 days running)

StockChangeCloseLeader
JLK 322510+9.6%9,180
Tomatosystem 393210+9.4%5,720★
Coreline Soft 384470+9.1%8,600
Vuno 338220+8.3%26,650
Moadata 288980+5.0%1,405
Selvas AI 108860+4.6%15,140
NGeneBio 354200+4.3%1,734
Oncocross 382150+3.7%10,060

Related news

7. Semiconductor Materials & Components (recurred after 14 days)

StockChangeCloseLeader
ISC 095340+9.1%66,100
Unitrontech 142210+8.0%5,670
Chunbo 278280+7.9%37,550
ENF Technology 102710+7.2%20,250
Lake Materials 281740+5.9%11,300
Haesung DS 195870+5.8%24,750
Duksan Techopia 317330+5.6%33,150
Micro Contact Solution 098120+5.3%5,800
MKElectron 033160+4.6%9,350★
BCnC 146320+4.0%9,540

8. Lithium (recurred after 14 days)

StockChangeCloseLeader
Kumyang 001570+8.0%18,700
Chunbo 278280+7.9%37,550★
SungEel HiTech 365340+6.3%40,300
MNTECHCo 095500+6.1%8,370
Posco Future M 003670+5.2%131,500
Posco M-tech 009520+4.9%12,730
LG Chem 051910+4.0%221,500
Daebo Magnetic 290670+3.7%16,650
Joongang Advanced Materials 051980+3.6%6,830

Closing Thoughts

ChatGPT & AI Chatbots has now risen 4 sessions in a row, with an average change of 8.18% today. Semiconductor Equipment rose for a second straight day, led by Cymechs.

Semiconductor Materials & Components and Lithium both came back after a 14-day gap. The open question is whether these rebounds continue into the next session.