May 29: 8 Strong Themes — AI & Robotics, Cloud Computing
8 strong themes — 8 recurred. Top: AI & Robotics +17.3%.
Strong themes8
Top change+17.3%
LeaderLG Electronics
Average change by strong theme
Average change of member stocks, by theme · descending
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 | Trend |
|---|---|---|---|
| AI & Robotics | LG Electronics | +29.93% | |
| Cloud Computing | LG CNS | +29.91% | |
| ChatGPT & AI Chatbots | Flitto | +29.89% | |
| Semiconductor Substrates (FC-BGA, MLB) | LG Innotek | +28.57% | |
| FuriosaAI | T.S.Investment | +29.96% | |
| Venture Capital | T.S.Investment | +29.96% | |
| Post-War Reconstruction (Ukraine, Middle East) | Soosan Cebotics | +9.90% | |
| Construction Equipment | Sammi Metal Products | +5.50% |
On 2026-05-29, all eight strong themes closed with every listed stock higher. AI & Robotics led with an average change of 17.32%, with all 10 stocks up.
LG names stood out: LG Electronics rose 29.93%, LG CNS 29.91% and LG Innotek 28.57%. Headlines tied the LG Electronics and LG CNS gains to an expected meeting with Jensen Huang.
Cloud Computing followed at an average change of 11.34%, with ChatGPT & AI Chatbots at 11.31%. FuriosaAI averaged 8.75%, led by T.S.Investment at 29.96%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | AI & Robotics | recurred after 8 days | +17.3% | 10/10 | LG Electronics |
| 2 | Cloud Computing | recurred after 240 days | +11.3% | 10/10 | LG CNS |
| 3 | ChatGPT & AI Chatbots | recurred after 108 days | +11.3% | 10/10 | Flitto |
| 4 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 7 days | +10.2% | 8/8 | LG Innotek |
| 5 | FuriosaAI | recurred after 108 days | +8.8% | 9/9 | T.S.Investment |
| 6 | Venture Capital | recurred after 63 days | +8.2% | 6/6 | T.S.Investment |
| 7 | Post-War Reconstruction (Ukraine, Middle East) | recurred after 7 days | +6.4% | 10/10 | Soosan Cebotics |
| 8 | Construction Equipment | recurred after 7 days | +5.3% | 7/7 | Sammi Metal Products |
Theme by Theme
1. AI & Robotics (recurred after 8 days)
- Episode: started 2026-05-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Electronics 066570 | +29.9% | 293,000 | ★ |
Obzen 417860 | +29.9% | 9,030 | |
Robostar 090360 | +21.0% | 94,000 | |
Samsung SDS 018260 | +20.3% | 299,000 | |
XIIlab 189330 | +18.0% | 10,730 | |
Lotte Innovate 286940 | +12.2% | 22,450 | |
Robotis 108490 | +11.3% | 325,500 | |
Nota 486990 | +11.3% | 38,500 | |
Datasolution 263800 | +10.9% | 5,040 | |
Selvas AI 108860 | +8.3% | 11,090 |
Related news
- ‘젠슨 황 덕’ LG전자 또 상한가, 삼전 시총 2000조 돌파···코스피 8500 턱밑 추격 — 경향신문 (Korean)
- 코스피 8,476 안착…‘젠슨 황 회동’ 기대에 LG전자 상한가 — YTN (Korean)
2. Cloud Computing (recurred after 240 days)
- Episode: started 2026-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG CNS 064400 | +29.9% | 113,800 | ★ |
Samsung SDS 018260 | +20.3% | 299,000 | |
Namu Ax 242040 | +17.2% | 8,780 | |
NAVER 035420 | +14.2% | 234,000 | |
Emro 058970 | +7.7% | 26,550 | |
B2En 307870 | +6.7% | 1,103 | |
Hancom 030520 | +5.7% | 20,400 | |
Posco DX Company 022100 | +5.4% | 32,450 | |
SK Telecom 017670 | +3.8% | 100,600 | |
Kinx 093320 | +2.5% | 114,800 |
Related news
- 코스피, 종전 기대감에 장중 8400선 회복…LG씨엔에스 ‘上’ — 한국경제 (Korean)
- [특징주] LG전자·LG씨엔에스 급등, 젠슨 황·구광모 회동 기대에 강세 — 뉴스핌 (Korean)
- [장중수급포착] LG씨엔에스, 외국인/기관 동시 순매수… 주가 +29.91% — 뉴스핌 (Korean)
3. ChatGPT & AI Chatbots (recurred after 108 days)
- Episode: started 2026-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Flitto 300080 | +29.9% | 10,950 | ★ |
Samsung SDS 018260 | +20.3% | 299,000 | |
NAVER 035420 | +14.2% | 234,000 | |
Datasolution 263800 | +10.9% | 5,040 | |
Selvas AI 108860 | +8.3% | 11,090 | |
Konan Technology Incorporation 402030 | +6.8% | 16,930 | |
Acryl 0007C0 | +6.2% | 32,300 | |
Maum.ai 377480 | +6.1% | 13,310 | |
Hancom 030520 | +5.7% | 20,400 | |
Kakao 035720 | +4.6% | 41,950 |
4. Semiconductor Substrates (FC-BGA, MLB) (recurred after 7 days)
- Episode: started 2026-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Innotek 011070 | +28.6% | 1,458,000 | ★ |
Daeduck Electronics 353200 | +15.8% | 190,900 | |
Samsung Electro-mechanics 009150 | +15.0% | 2,127,000 | |
GigaVis 420770 | +8.2% | 141,400 | |
Korea Circuit 007810 | +6.5% | 119,300 | |
Intekplus 064290 | +4.9% | 42,100 | |
Simmtech 222800 | +1.6% | 118,100 | |
Isupetasys 007660 | +1.3% | 129,200 |
Related news
- 광학주서 AI 기판주로…LG이노텍 ‘화려한 변신’에 목표가 줄상향 — 파이낸셜뉴스 (Korean)
- [리포트 브리핑]LG이노텍, ‘FC-BGA의 급변하는 상황을 감안한다면 Re-Rating 여지는 충분’ 목표가 1,450,000원 - 현대차증권 — 뉴스핌 (Korean)
- [리포트 브리핑]LG이노텍, ‘선명해진 다음 경로’ 목표가 1,300,000원 - 메리츠증권 — 뉴스핌 (Korean)
5. FuriosaAI (recurred after 108 days)
- Episode: started 2026-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
T.S.Investment 246690 | +30.0% | 1,527 | ★ |
4by4 389140 | +20.4% | 8,370 | |
Xperix 317770 | +12.4% | 3,400 | |
DSC Investment 241520 | +9.4% | 14,100 | |
WISEnut 096250 | +3.7% | 8,600 | |
Uracle 088340 | +1.2% | 9,920 | |
Panstar Enterprise 054300 | +0.8% | 1,018 | |
Tomatosystem 393210 | +0.4% | 3,500 | |
LB Investment 309960 | +0.4% | 4,950 |
Related news
- [특징주] DSC인베스트먼트·나우IB, 국민성장펀드 퓨리오사AI 지원에 급등 — 뉴스핌 (Korean)
- 국민성장펀드 ‘퓨리오사AI’ 투자 소식에 관련주 급등세 — 전남일보 (Korean)
6. Venture Capital (recurred after 63 days)
- Episode: started 2026-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
T.S.Investment 246690 | +30.0% | 1,527 | ★ |
DSC Investment 241520 | +9.4% | 14,100 | |
Q Capital Partners 016600 | +4.7% | 3,870 | |
Woori Technology Investment 041190 | +3.7% | 6,110 | |
Atinum Investment 021080 | +0.8% | 3,055 | |
LB Investment 309960 | +0.4% | 4,950 |
7. Post-War Reconstruction (Ukraine, Middle East) (recurred after 7 days)
- Episode: started 2026-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Soosan Cebotics 017550 | +9.9% | 2,830 | ★ |
Junjin Construction & Robot 079900 | +8.9% | 60,200 | |
Heerim Architects & Planners 037440 | +8.3% | 5,720 | |
Samsung C&T 028260 | +8.3% | 432,500 | |
Hyundai Everdigm 041440 | +7.4% | 8,720 | |
GS Engineering & Construction 006360 | +5.9% | 30,500 | |
Samsung E&A 028050 | +4.1% | 52,900 | |
DAEMO Engineering 317850 | +4.0% | 7,810 | |
Hyundai Engineering & Construction 000720 | +4.0% | 147,000 | |
Daewoo Engineering & Construction 047040 | +3.0% | 26,200 |
8. Construction Equipment (recurred after 7 days)
- Episode: started 2026-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Soosan Cebotics 017550 | +9.9% | 2,830 | |
Junjin Construction & Robot 079900 | +8.9% | 60,200 | |
Hyundai Everdigm 041440 | +7.4% | 8,720 | |
Sammi Metal Products 012210 | +5.5% | 11,890 | ★ |
DAEMO Engineering 317850 | +4.0% | 7,810 | |
Haein 003010 | +1.1% | 5,570 | |
Seoyon Topmetal 019770 | +0.5% | 3,730 |
Closing Thoughts
Every theme returned after a gap and had a streak of 1, and most episodes lasted a single day. Only AI & Robotics shows an episode running to 2026-06-02.
The gaps since each theme last appeared ranged from 7 days to 240 days for Cloud Computing. Construction-linked themes rose less, with Construction Equipment at an average change of 5.32%.