Ryuk-il C&S · 191410

12 posts · 2023-04-12 ~ 2026-11-05

• Nov 5: 8 Strong Themes — Biotechnology, Medical AI 2026-11-05
• Aug 25: 8 Strong Themes — Semiconductor Equipment, Nuclear 2026-08-25
• Aug 4: 8 Strong Themes — AI & Robotics, Telecom Equipment 2026-08-04
• Apr 10: 8 Strong Themes — 5G, Telecom Equipment 2026-04-10
• Jan 28: 8 Strong Themes — Semiconductor Equipment, Battery 2026-01-28
• Apr 23: 8 Strong Themes — Power Equipment, Semiconductor Equipment 2025-04-23
• Jul 23: 8 Strong Themes — GLP-1 & Obesity Drugs, Power Equipment 2024-07-23
• Jun 26: 8 Strong Themes — Semiconductor Equipment, Rivian 2024-06-26
• Jun 17: 7 Strong Themes — Auto Parts, Food 2024-06-17
• May 31: 8 Strong Themes — Beauty & Cosmetics, Shipping 2024-05-31
• Apr 24: 7 Strong Themes — Solar, OLED Displays 2023-04-24
• Apr 12: 8 Strong Themes — Auto Parts, Construction Equipment 2023-04-12