Aug 4: 8 Strong Themes — AI & Robotics, Telecom Equipment
8 strong themes — 1 running · 7 recurred. Top: AI & Robotics +21.7%.
Strong themes8
Top change+21.7%
LeaderBecu 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 |
|---|---|---|---|
| AI & Robotics | Becu AI | +30.00% | |
| Telecom Equipment | Gigalane | +21.89% | |
| Cancer Immunotherapy | Qurient | +27.25% | |
| 5G | Gigalane | +21.89% | |
| ChatGPT & AI Chatbots | Saltlux | +29.97% | |
| Smartphones | Gigalane | +21.89% | |
| Nuclear | GS Engineering & Construction | +18.56% | |
| Cloud Computing | Saltlux | +29.97% |
On 2026-08-04, every stock in all eight strong themes closed higher. AI & Robotics led with an average change of 21.7%, with all 10 of its stocks up.
Becu AI led the theme at 30.0%, ahead of Saltlux at 29.97% and ESTaid at 29.95%. It is the only theme on a streak, now at 2 sessions.
Telecom names returned after a 13-day gap, with Telecom Equipment averaging 15.88%. 5G, back after 25 days, averaged 13.92%, and Gigalane led both at 21.89%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | AI & Robotics | 2 days running | +21.7% | 10/10 | Becu AI |
| 2 | Telecom Equipment | recurred after 13 days | +15.9% | 10/10 | Gigalane |
| 3 | Cancer Immunotherapy | recurred after 12 days | +15.4% | 10/10 | Qurient |
| 4 | 5G | recurred after 25 days | +13.9% | 10/10 | Gigalane |
| 5 | ChatGPT & AI Chatbots | recurred after 7 days | +13.7% | 10/10 | Saltlux |
| 6 | Smartphones | recurred after 20 days | +13.2% | 10/10 | Gigalane |
| 7 | Nuclear | recurred after 13 days | +12.9% | 10/10 | GS Engineering & Construction |
| 8 | Cloud Computing | recurred after 67 days | +11.2% | 10/10 | Saltlux |
Theme by Theme
1. AI & Robotics (2 days running)
- Episode: started 2026-08-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Becu AI 148780 | +30.0% | 2,990 | ★ |
Saltlux 304100 | +30.0% | 17,000 | |
ESTaid 239340 | +29.9% | 755 | |
CrowdWorks 355390 | +29.8% | 2,115 | |
VAIV company 301300 | +19.0% | 2,470 | |
XIIlab 189330 | +17.2% | 11,020 | |
S2W 488280 | +17.0% | 11,090 | |
Konan Technology Incorporation 402030 | +16.0% | 16,700 | |
MakinaRocks 477850 | +14.8% | 22,950 | |
Agos 175140 | +13.3% | 2,390 |
2. Telecom Equipment (recurred after 13 days)
- Episode: started 2026-08-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
RF Materials 327260 | +29.9% | 29,950 | |
Gigalane 049080 | +21.9% | 9,020 | ★ |
LiComm 388790 | +19.4% | 3,965 | |
TMC 217590 | +18.6% | 12,410 | |
Agos 175140 | +13.3% | 2,390 | |
RFHIC 218410 | +12.3% | 48,750 | |
Seojin System 178320 | +11.0% | 36,800 | |
Lightron Fiber-optic Devices 069540 | +11.0% | 2,225 | |
Intellian Technologies 189300 | +10.8% | 70,000 | |
OE Solutions 138080 | +10.6% | 19,370 |
3. Cancer Immunotherapy (recurred after 12 days)
- Episode: started 2026-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Qurient 115180 | +27.2% | 21,900 | ★ |
AbClon 174900 | +20.7% | 26,500 | |
Aimed Bio 0009K0 | +15.2% | 24,200 | |
LigaChem Biosciences 141080 | +15.2% | 109,900 | |
ABL Bio 298380 | +13.2% | 80,400 | |
Y-Biologics 338840 | +13.0% | 10,170 | |
GI Innovation 358570 | +12.9% | 8,550 | |
Shaperon 378800 | +12.4% | 491 | |
OSCOTECInc 039200 | +12.2% | 34,600 | |
ImmuneOncia Therapeutics 424870 | +11.4% | 3,025 |
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4. 5G (recurred after 25 days)
- Episode: started 2026-08-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +21.9% | 9,020 | ★ |
LiComm 388790 | +19.4% | 3,965 | |
iCRAFTCo 052460 | +18.1% | 6,130 | |
Agos 175140 | +13.3% | 2,390 | |
RFHIC 218410 | +12.3% | 48,750 | |
SK Telecom 017670 | +11.5% | 91,400 | |
Seojin System 178320 | +11.0% | 36,800 | |
Lightron Fiber-optic Devices 069540 | +11.0% | 2,225 | |
OE Solutions 138080 | +10.6% | 19,370 | |
Wooriro 046970 | +10.2% | 4,430 |
5. ChatGPT & AI Chatbots (recurred after 7 days)
- Episode: started 2026-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Saltlux 304100 | +30.0% | 17,000 | ★ |
VAIV company 301300 | +19.0% | 2,470 | |
Konan Technology Incorporation 402030 | +16.0% | 16,700 | |
Flitto 300080 | +15.3% | 8,600 | |
Selvas AI 108860 | +12.4% | 10,900 | |
NAVER 035420 | +9.2% | 226,500 | |
WISEnut 096250 | +9.1% | 6,260 | |
Polaris Office 041020 | +9.0% | 3,095 | |
Synapsoft 466410 | +8.9% | 8,450 | |
Acryl 0007C0 | +8.6% | 16,440 |
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6. Smartphones (recurred after 20 days)
- Episode: started 2026-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +21.9% | 9,020 | ★ |
Alt 459550 | +19.5% | 1,783 | |
Ryuk-il C&S 191410 | +12.8% | 1,377 | |
Uti 179900 | +12.7% | 2,050 | |
Welkeeps Hitech 043590 | +11.4% | 1,113 | |
Jahwa Electronics 033240 | +11.2% | 26,400 | |
Fidelix 032580 | +11.0% | 3,780 | |
Seojin System 178320 | +11.0% | 36,800 | |
Tapex 055490 | +10.4% | 13,140 | |
Synopex 025320 | +9.9% | 3,890 |
7. Nuclear (recurred after 13 days)
- Episode: started 2026-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Engineering & Construction 006360 | +18.6% | 28,750 | ★ |
Bhi 083650 | +16.9% | 49,850 | |
HanmiGlobal 053690 | +16.5% | 18,350 | |
Daewoo Engineering & Construction 047040 | +14.3% | 15,200 | |
Sammi Metal Products 012210 | +12.5% | 6,640 | |
Woori Technology, Incorporation 032820 | +12.4% | 10,840 | |
Orbitech 046120 | +10.2% | 4,795 | |
Woojin 105840 | +9.6% | 14,800 | |
Bosung Power Technology 006910 | +9.2% | 6,400 | |
KEPCO Engineering & Construction Company 052690 | +9.2% | 99,000 |
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8. Cloud Computing (recurred after 67 days)
- Episode: started 2026-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Saltlux 304100 | +30.0% | 17,000 | ★ |
SK Telecom 017670 | +11.5% | 91,400 | |
B2En 307870 | +11.0% | 917 | |
Emro 058970 | +9.9% | 16,000 | |
NAVER 035420 | +9.2% | 226,500 | |
Polaris Office 041020 | +9.0% | 3,095 | |
LG CNS 064400 | +9.0% | 68,100 | |
Samsung SDS 018260 | +8.1% | 219,500 | |
SPSoft 443670 | +7.1% | 3,160 | |
Hancom 030520 | +7.0% | 18,570 |
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Closing Thoughts
The AI & Robotics episode runs from Aug 3 to Aug 6, spanning 4 days. The Telecom Equipment and 5G episodes both end on Aug 5.
Cancer Immunotherapy returned after a 12-day gap with an average change of 15.36%, led by Qurient at 27.25%. Its episode is recorded as lasting 1 day.