Feb 10: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)

February 10, 2025 · #AI & Robotics #Robotics (Industrial & Collaborative) #Semiconductor Materials & Components #Semiconductor Equipment #Battery (Solid-State) #Semiconductor Majors (Fabrication) #Mobile Games #iPhone Supply Chain

8 strong themes — 4 running · 4 recurred. Top: AI & Robotics +17.4%.

Strong themes8 Top change+17.4% LeaderWISEnut

Average change by strong theme

Average change of member stocks, by theme · descending

AI & Robotics

+17.4%

Robotics (Industrial & Collaborative)

+13.0%

Semiconductor Materials & Components

+11.8%

Semiconductor Equipment

+9.9%

Battery (Solid-State)

+9.9%

Semiconductor Majors (Fabrication)

+6.6%

Mobile Games

+5.6%

iPhone Supply Chain

+5.6%

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 -

Theme	Leader	Change
AI & Robotics	WISEnut	+29.97%
Robotics (Industrial & Collaborative)	Yuilrobotics	+19.68%
Semiconductor Materials & Components	SAMYANG NC Chem	+29.91%
Semiconductor Equipment	C&G Hi Tech	+12.38%
Battery (Solid-State)	Isu Specialty Chemical	+24.29%
Semiconductor Majors (Fabrication)	DB HiTek	+9.64%
Mobile Games	Fino	+19.70%
iPhone Supply Chain	Duk San Neolux	+12.38%

Robotics set the tone on Feb 10. AI & Robotics returned after a 5-day gap with an average change of 17.38%, and all 10 of its stocks rose.

WISEnut led the group at 29.97%, with Pie up 29.93%. Robotics (Industrial & Collaborative) added an average change of 13.03% on a 2-day streak.

Chips stayed firm. Semiconductor Materials & Components averaged 11.85% on a 4-day streak, led by SAMYANG NC Chem at 29.91%. Semiconductor Equipment extended its streak to 5.

Today’s Strong Themes at a Glance

#	Theme	Status	Avg. change	Up/Total	Leader
1	AI & Robotics	recurred after 5 days	+17.4%	10/10	WISEnut
2	Robotics (Industrial & Collaborative)	2 days running	+13.0%	10/10	Yuilrobotics
3	Semiconductor Materials & Components	4 days running	+11.8%	10/10	SAMYANG NC Chem
4	Semiconductor Equipment	5 days running	+9.9%	10/10	C&G Hi Tech
5	Battery (Solid-State)	recurred after 32 days	+9.9%	9/9	Isu Specialty Chemical
6	Semiconductor Majors (Fabrication)	5 days running	+6.6%	2/2	DB HiTek
7	Mobile Games	recurred after 70 days	+5.6%	10/10	Fino
8	iPhone Supply Chain	recurred after 6 days	+5.6%	10/10	Duk San Neolux

Theme by Theme

1. AI & Robotics (recurred after 5 days)

Episode: started 2025-02-10, day 1

Stock	Change	Close	Leader
WISEnut `096250`	+30.0%	17,000	★
Pie `452450`	+29.9%	7,640
Hyulim ROBOT `090710`	+27.5%	2,515
Yuilrobotics `388720`	+19.7%	45,000
Yujin Robot `056080`	+15.7%	9,710
Selvas AI `108860`	+13.7%	16,500
T-Robotics `117730`	+9.9%	11,400
Russell `217500`	+9.8%	1,901
Alchera `347860`	+9.2%	1,846
WISE iTech `065370`	+8.4%	6,090

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

Episode: started 2025-02-07, day 4

Stock	Change	Close	Leader
Hyulim ROBOT `090710`	+27.5%	2,515
Yuilrobotics `388720`	+19.7%	45,000	★
RS Automation `140670`	+17.2%	20,150
Dae-il `092200`	+16.8%	5,280
T-Robotics `117730`	+9.9%	11,400
Russell `217500`	+9.8%	1,901
KNR Systems `199430`	+8.2%	12,350
Beno TNR `206400`	+7.5%	1,784
Samhyun `437730`	+7.4%	14,150
SP Systems `317830`	+6.1%	10,570

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3. Semiconductor Materials & Components (4 days running)

Episode: started 2025-02-05, day 6

Stock	Change	Close	Leader
SAMYANG NC Chem `482630`	+29.9%	22,150	★
Lake Materials `281740`	+22.8%	14,000
Hana Materials `166090`	+17.3%	29,100
WONIK QnC `074600`	+8.4%	20,850
Ycchem `112290`	+8.3%	29,450
Dongjin Semichem `005290`	+6.8%	25,750
Hanyang Digitech `078350`	+6.7%	10,370
BCnC `146320`	+6.4%	10,760
Megatouch `446540`	+5.9%	3,210
KnJ `272110`	+5.8%	15,830

4. Semiconductor Equipment (5 days running)

Episode: started 2025-02-04, day 7

Stock	Change	Close	Leader
RS Automation `140670`	+17.2%	20,150
Imt `451220`	+16.4%	11,880
YC `232140`	+13.1%	12,380
C&G Hi Tech `264660`	+12.4%	15,880	★
Russell `217500`	+9.8%	1,901
Tfe `425420`	+7.6%	18,140
SUNGDO Engineering & Construction `037350`	+6.1%	4,330
Di `003160`	+5.9%	16,260
Wonik IPS `240810`	+5.7%	24,000
HanaMicron `067310`	+5.3%	11,670

5. Battery (Solid-State) (recurred after 32 days)

Episode: started 2025-02-10, day 1

Stock	Change	Close	Leader
Isu Specialty Chemical `457190`	+24.3%	41,700	★
Lake Materials `281740`	+22.8%	14,000
Hannong Chemicals `011500`	+9.7%	15,240
Ev Advanced Material `131400`	+6.6%	1,912
Onejoon `382840`	+6.3%	11,260
Cowin Robotics `282880`	+5.4%	16,320
SFA Nexel `222080`	+5.3%	7,410
Mi `059090`	+4.4%	9,440
Jeil M&S `412540`	+4.4%	7,100

6. Semiconductor Majors (Fabrication) (5 days running)

Episode: started 2025-02-04, day 7

Stock	Change	Close	Leader
DB HiTek `000990`	+9.6%	42,650	★
Samsung Electronics `005930`	+3.5%	55,600

7. Mobile Games (recurred after 70 days)

Episode: started 2025-02-10, day 1

Stock	Change	Close	Leader
Fino `033790`	+19.7%	5,560	★
Valofe `331520`	+8.0%	801
Shift Up `462870`	+5.1%	63,800
ESTsoft `047560`	+4.9%	25,750
Staco Link `060240`	+4.2%	393
Com2us `078340`	+4.2%	48,600
Dragonfly GF `030350`	+2.9%	1,345
Playwith Korea `023770`	+2.8%	3,300
Wemade `112040`	+2.1%	40,650
Netmarble `251270`	+2.1%	45,450

8. iPhone Supply Chain (recurred after 6 days)

Episode: started 2025-02-10, day 1

Stock	Change	Close	Leader
Duk San Neolux `213420`	+12.4%	34,500	★
HyVISION SYSTEM `126700`	+9.9%	19,600
BHCo `090460`	+6.3%	16,380
INNOX Advanced Materials `272290`	+5.5%	31,700
Derkwoo Electronics `263600`	+5.3%	4,900
Samsung Electro-mechanics `009150`	+4.0%	144,100
Protec `053610`	+3.9%	26,900
Samsung Electronics `005930`	+3.5%	55,600
YMT `251370`	+2.8%	11,200
Spigen Korea `192440`	+2.1%	21,400

Closing Thoughts

Battery (Solid-State) reappeared after a 32-day gap, averaging 9.92% with Isu Specialty Chemical up 24.29%. Whether the theme holds beyond one day is still open.

Mobile Games also came back after a 70-day gap with an average change of 5.6%. Semiconductor Majors (Fabrication) is on a 5-day streak, with Samsung Electronics up 3.54%.