May 3: 8 Strong Themes — ChatGPT & AI Chatbots, System Semiconductors
8 strong themes — 2 running · 6 recurred. Top: ChatGPT & AI Chatbots +5.5%.
Strong themes8
Top change+5.5%
LeaderPolaris AI
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 |
|---|---|---|---|
| ChatGPT & AI Chatbots | Polaris AI | +17.94% | |
| System Semiconductors | Sigetronics | +24.12% | |
| Metals (Non-Ferrous) | Almac | +24.43% | |
| iPhone Supply Chain | BHCo | +17.35% | |
| PCB & Flexible PCB | BHCo | +17.35% | |
| Semiconductor Equipment | LEENO Industrial | +5.59% | |
| Defense & War | STX | +4.43% | |
| AI & Robotics | WISE iTech | +3.04% |
On 2024-05-03, all eight strong themes closed with every listed stock higher. ChatGPT & AI Chatbots led with an average change of 5.51%, returning after a 32-day gap.
Chip names were busy too. System Semiconductors averaged 5.33%, led by Sigetronics at 24.12%, while Semiconductor Equipment averaged 3.68% behind LEENO Industrial.
The biggest single move came from Almac, up 24.43% as Metals (Non-Ferrous) averaged 4.74%. News that day cited a 0% anti-dumping tariff ruling by the US Commerce Department.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | ChatGPT & AI Chatbots | recurred after 32 days | +5.5% | 10/10 | Polaris AI |
| 2 | System Semiconductors | recurred after 3 days | +5.3% | 10/10 | Sigetronics |
| 3 | Metals (Non-Ferrous) | recurred after 7 days | +4.7% | 10/10 | Almac |
| 4 | iPhone Supply Chain | recurred after 29 days | +4.3% | 9/9 | BHCo |
| 5 | PCB & Flexible PCB | recurred after 141 days | +3.9% | 10/10 | BHCo |
| 6 | Semiconductor Equipment | recurred after 3 days | +3.7% | 10/10 | LEENO Industrial |
| 7 | Defense & War | 2 days running | +3.5% | 9/9 | STX |
| 8 | AI & Robotics | 2 days running | +2.8% | 7/7 | WISE iTech |
Theme by Theme
1. ChatGPT & AI Chatbots (recurred after 32 days)
- Episode: started 2024-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Polaris AI 039980 | +17.9% | 2,695 | ★ |
Hancom 030520 | +9.5% | 27,100 | |
Flitto 300080 | +6.4% | 32,450 | |
ESTsoft 047560 | +6.2% | 24,950 | |
BRIDGETECCorp 064480 | +3.9% | 7,520 | |
NAVER 035420 | +3.1% | 194,600 | |
Maum.ai 377480 | +2.5% | 22,700 | |
Polaris Office 041020 | +2.3% | 6,600 | |
Kakao 035720 | +1.9% | 49,200 | |
Selvas AI 108860 | +1.5% | 16,980 |
2. System Semiconductors (recurred after 3 days)
- Episode: started 2024-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sigetronics 429270 | +24.1% | 12,350 | ★ |
Quality Reliability Technology 405100 | +5.9% | 25,950 | |
LEENO Industrial 058470 | +5.6% | 274,000 | |
Techwing 089030 | +4.8% | 35,750 | |
I&C Technology 052860 | +3.1% | 3,150 | |
Di 003160 | +2.6% | 19,750 | |
CoAsia 045970 | +2.5% | 7,520 | |
LB Lusem 376190 | +1.8% | 6,690 | |
LB Semicon 061970 | +1.5% | 7,410 | |
Nepes Ark 330860 | +1.4% | 29,350 |
3. Metals (Non-Ferrous) (recurred after 7 days)
- Episode: started 2024-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Almac 354320 | +24.4% | 46,600 | ★ |
PJ Metal 128660 | +11.4% | 4,870 | |
Poongsan 103140 | +3.0% | 74,900 | |
Choil Aluminum 018470 | +2.6% | 2,350 | |
Daiyang Metal 009190 | +2.4% | 1,416 | |
Sama Aluminium 006110 | +1.3% | 79,500 | |
DI Dong Il 001530 | +0.8% | 26,000 | |
Korea Zinc 010130 | +0.7% | 463,000 | |
Posco M-tech 009520 | +0.5% | 20,300 | |
Taekyung Industrial 015890 | +0.3% | 6,020 |
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4. iPhone Supply Chain (recurred after 29 days)
- Episode: started 2024-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BHCo 090460 | +17.4% | 20,700 | ★ |
HyVISION SYSTEM 126700 | +8.0% | 23,750 | |
LG Innotek 011070 | +4.9% | 234,500 | |
YMT 251370 | +2.5% | 12,870 | |
Protec 053610 | +1.9% | 40,050 | |
LG Display 034220 | +1.6% | 10,550 | |
ITM Semiconductor 084850 | +1.1% | 19,730 | |
Interflex 051370 | +0.9% | 14,830 | |
LX Semicon 108320 | +0.3% | 74,000 |
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5. PCB & Flexible PCB (recurred after 141 days)
- Episode: started 2024-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BHCo 090460 | +17.4% | 20,700 | ★ |
Taesung 323280 | +7.7% | 4,050 | |
YMT 251370 | +2.5% | 12,870 | |
Tiger Elec 219130 | +2.5% | 37,200 | |
Wooree Bio 082850 | +2.4% | 2,800 | |
Korea Circuit 007810 | +2.2% | 16,490 | |
Xavis 254120 | +1.8% | 2,240 | |
Interflex 051370 | +0.9% | 14,830 | |
Synopex 025320 | +0.9% | 9,360 | |
TLB 356860 | +0.8% | 29,700 |
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6. Semiconductor Equipment (recurred after 3 days)
- Episode: started 2024-05-03, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
LEENO Industrial 058470 | +5.6% | 274,000 | ★ |
Seojin System 178320 | +5.5% | 26,950 | |
Techwing 089030 | +4.8% | 35,750 | |
Laserssel 412350 | +4.4% | 13,180 | |
EugeneTechnology 084370 | +4.1% | 55,400 | |
Russell 217500 | +3.9% | 2,835 | |
Di 003160 | +2.6% | 19,750 | |
Pro2000 321260 | +2.0% | 2,765 | |
Imt 451220 | +1.9% | 21,000 | |
Protec 053610 | +1.9% | 40,050 |
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7. Defense & War (2 days running)
- Episode: started 2024-05-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
i3system 214430 | +6.3% | 43,850 | |
STX 011810 | +4.4% | 8,250 | ★ |
Fiberpro 368770 | +4.1% | 4,105 | |
YTN 040300 | +3.7% | 3,930 | |
Victek 065450 | +3.7% | 4,810 | |
Poongsan 103140 | +3.0% | 74,900 | |
Hancom Lifecare 372910 | +2.8% | 6,150 | |
Samyung ENC 065570 | +1.8% | 3,340 | |
Huneed Technologies 005870 | +1.7% | 7,180 |
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8. AI & Robotics (2 days running)
- Episode: started 2024-05-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Russell 217500 | +3.9% | 2,835 | |
Alchera 347860 | +3.2% | 3,985 | |
WISE iTech 065370 | +3.0% | 7,120 | ★ |
Twim 290090 | +2.8% | 11,570 | |
KAON Group 078890 | +2.5% | 5,750 | |
Maum.ai 377480 | +2.5% | 22,700 | |
Everybot 270660 | +1.6% | 21,700 |
Closing Thoughts
Defense & War and AI & Robotics were the only themes on a 2-day streak. STX, the defense leader, rose 4.43% after May 2 news of a Peru armored vehicle deal.
BHCo led both iPhone Supply Chain and PCB & Flexible PCB at 17.35%, the latter returning after 141 days. Whether these returns last beyond one session remains to be seen.