Shares of Himax (HIMX) are on the rise Thursday following a report by Hunterbrook saying the corporate seems to be manufacturing important optical parts for Nvidia’s (NVDA) AI knowledge middle revolution. The report additionally states that, “Clues point out it might be supplying Apple’s (AAPL) new good glasses, too.” “At Hunterbrook Media – with the assistance of Citrini Analysis – we adopted a path of patents, investments, and provide chain shifts. The upshot: The 2 clients Himax didn’t title look like the 2 strongest know-how corporations on this planet. Nvidia and Apple. And whereas traders are nonetheless apparently pricing Himax like a commoditized part provider, the corporate seems to be rising as a provider of a important optical part powering the following technology of AI knowledge facilities,” the report reads. Based mostly on Hunterbrook Media’s reporting, Hunterbrook Capital is lengthy Himax. In afternoon buying and selling, shares of Himax jumped over 16% to $10.63.
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