Himax Technologies. Every tracked FinTwit mention of $HIMX, newest first. 41 mentions since the first on Mar 12, 2026. See the price chart.
July 2026 · 9 mentions
Jul 15
Dustin — 1) $OUST
2) $HIMX
3) $VPG
4) $AMBQ
5) $CCXI
If this helped you out, follow me for more.↗
Jul 9
Midas — Here are the top stocks that I found using @asymmetrix_xyz which tracks emerging themes like robotics:
1) $OUST
2) $HIMX
3) $VPG
4) $AMBQ
5) $CCXI
If this helped you out, follo…↗
Jul 6
Midas — Here are the 5 stocks that I found using @asymmetrix_xyz which tracks emerging themes like robotics:
1) $OUST
2) $HIMX
3) $VPG
4) $AMBQ
5) $CCXI
If this helped you out, follo…↗
Jul 6
Jason Luongo — 5. $HIMX - Himax Technologies
Himax, around $2.4 billion, just launched its HE Series iToF depth decoder chips on June 30, giving robots a 3D sensing solution that reads up to 640…↗
Jul 4
Serenity — UDN Money report "殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手":
- SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield a…↗
Jul 3
Serenity — @256_rc -> Writes bearish report, specifically calling out $HIMX and $LITE
-> Proceeds to add $HIMX and $LITE their actively managed ETF after they drop -25-40%.
op strateg…↗
Jul 3
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TER tests AI chips & owns the cobots through Universal Robots
2. $NOVT precision photonics & motion inside surgical & industrial robots
3. $OU…↗
Jul 3
Serenity — @blkslymn This institution literally said $LITE $HIMX and other names were overvalued. And posted misleading statements on CPO delays causing an optical sector crash.
Then launche…↗
Jul 3
Serenity — @yuntungshieh Disgusting that they’re able to say $LITE and $HIMX are overvalued.
And then include them in their ETF after they crash.
But glad they included $SIVE into it at lea…↗
June 2026 · 4 mentions
Jun 30
InvestmentGuru — $HIMX — The Interface Layer
Most people know Himax as a display driver chip company. What they’re missing is the transformation happening underneath. Himax’s WiseEye platform is ul…↗
Jun 11
Serenity — Basically this… and it’s how cycles work.
Retail was early and completely frontran institutions on next architectural shifts.
There was close to 0 US institutional ownership on $…↗
Jun 9
BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution.
Based on a Semianalysis report.
> CPO and 800V will be delayed till 2028/29 a huge pushback in the system.
> 400…↗
Jason's Chips — Given the popularity of this article, I will definitely be doing a CPO Supply Chain 102.
Assembly ( $HIMX, FOCI), Test ( $AEHR, $TER), Fiber ($GLW), even ferrules (Mipox, Seikoh G…↗
May 15
Serenity — HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)???
FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA.
High convict…↗
InvestmentGuru — 10 Under-the-Radar Tech & Semiconductor Names Worth Watching
$HIMX — Taiwanese fabless semi leader in display driver ICs + automotive displays. IBM partnership in play. Q1 earnin…↗
Apr 25
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…↗
Apr 25
KaizenInvestor — Companies I’m going to look into this weekend:
$HIMX
$ENSI
$MEMS
$TRT
$VICR
$FTC
$LPKF
$SHMD
$NOC
$QRVO
$WOLF
If you don’t want to waste a lot of tile on researching new companie…↗
KaizenInvestor — Done some research this weekend on smaller photonics plays.
$SIVE
$SOI
$IQE
$OPTX
$HIMX
$WOLF
$VLN
$QRVO
My research has honestly worried me a bit here. I read lots of good thin…↗
Mar 28
Serenity — @PhotonCap Yes that's a great way to approach it from the tech angle.
Whether something is a great long, is extremely multifaceted.
I was also looking at $HIMX if it translated…↗
Mar 28
Serenity — Great callout on $HIMX and now down -31.54% (accelerated by macro).
This is a good lesson around chokepoints.
They missed two things on this "Meme Stock":
- Chokepoints can be…↗
— FOCI (3363) is looks extremely compelling around now at ~$3.35B MC for CPO exposure.
1. $TSM COUPE advanced packaging director hinted that FAU supplies by FOCI be a pretty big bot…
Tradable Astronaut — Great job by @AionAnalytics users
Don’t miss out while the prices stay the same, massive update coming in June.
And rates will go up
$USAR $MRAM $USAR $TSLA $SPY $SATS $CRCL $HI…↗
May 11
InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK
Some of the better-looking setups in this market right now.
Semiconductor, connectivity, memory, optical, an…↗
May 9
Tradable Astronaut — What members are posting this week.
$TSLA $450 calls: +97%.
$AAPL $300 calls: +56% and +77%.
$GLW $165 calls: +49%.
$HIMX $20 calls: +640%.
$MRAM commons: +26.5%.
One member…↗
May 7
TheValueist — @ai_hyperbull I need to spend more time digging into $HIMX↗
May 7
Tradable Astronaut — Feels great to be a part of this team
$HIMX $TSLA trades of the week!
Should we keep sharing our alpha or is it too much? https://t.co/atkBPZNiUJ↗
May 7
KaizenInvestor — My notebook has told me several times what an opportunity $HIMX was/is. Every time I asked to put companies in certain metrics/frameworks I like to use, they were always number 1.…↗
May 7
TheValueist — $HIMX Himax Technologies: From Display Drivers to AI, Automotive Inflection, and Investment Thesis.
Here's the revised version:
Himax Technologies is a Taiwan-based semiconductor…↗
May 7
TheValueist — $HIMX KEY READ-THROUGHS FROM HIMAX TECHNOLOGIES Q1 2026 EARNINGS CALL
Himax’s Q1 2026 call provides a sharper cross-sector signal than the company’s size would normally imply beca…↗
May 7
TheValueist — $HIMX (Bloomberg) -- Himax Technologies reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Revenue $199.0 million, -7.5% y/y, esti…↗
May 7
InvestmentGuru — $HIMX Q1 2026 Earnings Breakdown
Strong quarter and stronger forward guide.
🟢 Revenue: $199M
— Only down 2% QoQ, but landed at the high end of guidance
🟢 Gross Margin: 30.4%
—…↗
InvestmentGuru — $HIMX is quietly becoming more than a display IC company
Himax just got linked to supplying optical components for NVIDIA’s AI data center hardware AND Apple’s rumored smart glass…↗
— @zephyr_z9 Not really about the balance sheet per say. They're the likely supplier to $HIMX -> $TSM COUPE, and had a semi-monopoly over hybrid resins needed for WLO
Serenity — I've been the first few to cover many supply chain photonic names.
Most are up 100-400%+ since I've posted.
Here's the TLDR overview of my thesis posts:
“Safest” Longs as of Tod…↗
Mar 12
PhotonBull — $HIMX calls loaded right before Citrini drops his substack naming it his top pick.
40% pump. Almost a 10x on the options.
This is either the luckiest trade of the year or someone…↗
Mar 12
Antonio Costa — $HIMX +23% in pre-market following Hunterbrook article "Himax: Stealth Supplier for NVIDIA’s Optics Revolution" Someone purchased a lot of calls yesterday few minutes before the cl…↗