Weekly Theme Wrap (Aug 26 – Aug 30)

August 30, 2024 · #Cybersecurity #AI & Robotics #EV Fire Prevention (Thermal Runaway) #Battery #Deepfakes #Pharma #ChatGPT & AI Chatbots #Semiconductor Equipment #Cancer Immunotherapy #HBM (High Bandwidth Memory)

5 trading days · top 10 themes — most persistent is Cybersecurity at 4 days (weekly avg. +11.5%). Best single day this week: Aug 27, +24.1%.

Trading days5d Most days strong4d weekly avg.+11.5% LeaderRaonSecure

Average change over the period

Average change of member stocks, by theme · descending
Cybersecurity
+11.5%
AI & Robotics
+6.2%
EV Fire Prevention (Thermal Runaway)
+3.7%
Battery
+9.3%
Deepfakes
+6.0%
Pharma
+5.7%
ChatGPT & AI Chatbots
+5.5%
Semiconductor Equipment
+5.4%
Cancer Immunotherapy
+4.9%
HBM (High Bandwidth Memory)
+4.8%

Cybersecurity led the week of Aug 26 to Aug 30 and was strong on 4 days. It posted an average change of 11.49%, with its best day at 24.11% on Aug 27.

Battery had an average change of 9.33% over 2 strong days and peaked at 10.8% on Aug 29. AI & Robotics was strong on 3 days, with an average change of 6.24%.

Deepfakes made the news on Aug 30, which was also its best day at 8.91%. Pharma, Semiconductor Equipment and HBM (High Bandwidth Memory) were each strong on 2 days.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Cybersecurity4d+11.5%2024-08-27 (+24.1%)runningRaonSecure, Monitorapp, CyberOne
AI & Robotics3d+6.2%2024-08-27 (+8.7%)recurredOpenbase, CrowdWorks, Pintel
EV Fire Prevention (Thermal Runaway)3d+3.7%2024-08-29 (+5.5%)runningCarry, HBL
Battery2d+9.3%2024-08-29 (+10.8%)recurredK-ensol, HBL
Deepfakes2d+6.0%2024-08-30 (+8.9%)runningM eighty-three, PLANTYNETCo
Pharma2d+5.7%2024-08-28 (+7.4%)recurredKyung Nam Pharm, Yuhan
ChatGPT & AI Chatbots2d+5.5%2024-08-27 (+6.7%)recurredBRIDGETECCorp, Polaris AI
Semiconductor Equipment2d+5.4%2024-08-28 (+5.8%)recurredWot, PSK Holdings
Cancer Immunotherapy2d+4.9%2024-08-28 (+5.6%)recurredYuhan, GI Innovation
HBM (High Bandwidth Memory)2d+4.8%2024-08-28 (+5.0%)recurredWot, PSK Holdings

What to Watch Next Week

Cybersecurity, Deepfakes and EV Fire Prevention (Thermal Runaway) all ended the week on continuing streaks. Next week’s data will show whether those streaks continue.

Semiconductor Equipment and HBM (High Bandwidth Memory) had the same leaders, including PSK Holdings. Both had their best day on Aug 28, at 5.78% and 4.97%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2608-2708-2808-2908-30
Cybersecurity+24.1+11.2+2.9+7.8
AI & Robotics+8.7+5.6+4.4
EV Fire Prevention (Thermal Runaway)+2.7+2.9+5.4
Battery+7.9+10.8
Deepfakes+3.0+8.9
Pharma+3.9+7.4
ChatGPT & AI Chatbots+6.7+4.4
Semiconductor Equipment+5.8+5.1
Cancer Immunotherapy+4.2+5.6
HBM (High Bandwidth Memory)+5.0+4.7
Down UpBlank = not in that day's strong list