YC · 232140
- Nov 2: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
- Oct 28: 8 Strong Themes — Cybersecurity, Semiconductor Equipment
- Oct 6: 8 Strong Themes — Cybersecurity, Battery
- Oct 1: 8 Strong Themes — Biotechnology, Semiconductor Equipment
- Sep 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 21 – Sep 23)
- Sep 21: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Sep 10: 8 Strong Themes — Soybeans, Semiconductor Equipment
- Aug 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Aug 24 – Aug 28)
- Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
- Aug 25: 8 Strong Themes — Semiconductor Equipment, Nuclear
- Jun 22: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Feb 19: 8 Strong Themes — Securities Brokers, Semiconductor Equipment
- Feb 9: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Feb 3: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Feb 2: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 26 – Jan 30)
- Jan 30: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jan 26: 8 Strong Themes — Battery, Robotics (Industrial & Collaborative)
- Dec 26: 8 Strong Themes — Autonomous Driving, Robotics (Industrial & Collaborative)
- Dec 17: 8 Strong Themes — Hair Loss Treatment, Semiconductor Materials & Components
- Dec 3: 8 Strong Themes — Construction (Small & Mid Cap), AI & Robotics
- Oct 30: 8 Strong Themes — Beauty & Cosmetics, Korea-Listed Chinese Companies
- Oct 15: 8 Strong Themes — 5G, Telecom Equipment
- Oct 1: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Sep 2025 Theme Wrap — The Monthly Theme Map
- Sep 24: 8 Strong Themes — Nuclear, Quantum Cryptography & Computing
- Sep 18: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative)
- Sep 16: 8 Strong Themes — Webtoons, Nuclear
- Sep 8: 8 Strong Themes — Medical Devices, Construction (Small & Mid Cap)
- Aug 2025 Theme Wrap — The Monthly Theme Map
- Jun 17: 8 Strong Themes — Battery, Glass Substrates
- Jun 11: 8 Strong Themes — Cybersecurity, Solar
- Mar 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 17 – Mar 21)
- Mar 20: 7 Strong Themes — Battery, EV
- Mar 19: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Mar 17: 8 Strong Themes — Beauty & Cosmetics, Defense & War
- Feb 10: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Feb 4: 8 Strong Themes — Battery, Medical AI
- Jan 8: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment
- Dec 23: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Dec 17: 8 Strong Themes — Carbon Emission Credits, Semiconductor Equipment
- Dec 12: 8 Strong Themes — Political Ties (Kim Dong-yeon), Quantum Cryptography
- Dec 5: 7 Strong Themes — Political Ties (Lee Jae-myung), Semiconductor Equipment
- Nov 25: 8 Strong Themes — Political Ties (Lee Jae-myung), Medical AI
- Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction
- Nov 15: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Oct 31: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Oct 28: 8 Strong Themes — Battery, Solar
- Oct 7: 8 Strong Themes — Battery, Lithium
- Sep 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 9 – Sep 13)
- Sep 12: 8 Strong Themes — Nuclear, Robotics (Industrial & Collaborative)
- Aug 16: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mpox
- Aug 7: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Pharma
- Weekly Theme Wrap (Jul 29 – Aug 2)
- Jul 2024 Theme Wrap — The Monthly Theme Map
- Jul 31: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Asphalt Concrete
- Jul 29: 8 Strong Themes — Pipe Fittings & Valves, Beauty & Cosmetics
- Jul 4: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Jun 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jun 10 – Jun 14)
- Jun 13: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- May 2024 Theme Wrap — The Monthly Theme Map
- May 27: 8 Strong Themes — Nuclear, Korea-Listed Chinese Companies
- May 23: 8 Strong Themes — Solar, Hydrogen (Fuel Cells, Vehicles)
- May 21: 8 Strong Themes — Beauty & Cosmetics, Dunamu
- May 7: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 22 – Apr 26)
- Apr 26: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 25: 5 Strong Themes — Semiconductor Equipment, Solar