[[HIMX]]
(Citrini wrote why optical electronics was a big thing.)[https://open.substack.com/pub/citrini/p/let-there-be-light?utm_campaign=post&utm_medium=email]
Himax: Stealth Supplier for NVIDIA's Optics Revolution $HIMX appears to be manufacturing critical optical components for NVIDIA's AI data center supply chain. Clues indicate it may be supplying Apple's new smart glasses, too. HUNTERBROOK MAR 12
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Graphic by Dan DeLorenzo — from a Star Wars inspired Himax laser game he created… this week. Play it on our website. Authors: Jenny Ahn, Blake Spendley, Sam Koppelman
Editor: Jim Impoco
Based on Hunterbrook Media’s reporting, Hunterbrook Capital is long $HIMX and short a basket of comparable securities at the time of publication. Positions may change at any time. See full disclosures on our website.
Until that moment, it had been a sleepy earnings call.
After detailing the inventory levels of car dashboards and the “seasonal softness” of tablet displays, Himax CEO Jordan Wu sprinkled breadcrumbs that lead straight to the center of the AI revolution.