a) Mon March 9: #4; vol. 1.0M
March 10: #3, 23; vol. 2.6M
Hunterbrook Media report claiming Himax as stealth NVIDIA optics supplier drove premarket surge.
A Hunterbrook Media article titled "Himax: Stealth Supplier for NVIDIA’s Optics Revolution" highlighted the company's potential role in providing wafer-level optics (WLO) for NVIDIA's AI-related silicon photonics and advanced packaging needs, building on prior analyst notes from Ming-Chi Kuo about Himax supplying micro-lens arrays for TSMC/NVIDIA projects. Published ahead of market open, it triggered heavy premarket buying, with shares jumping over 25% amid elevated volume and call option activity from the prior session. Hunterbrook Capital disclosed a long position in HIMX, contrasting it favorably against peers like AAOI facing negative coverage. This amplified recent buzz from Himax's March 9 announcement of AIoT and automotive tech showcases at Embedded World 2026 (March 10-12).
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