Himax is a component supplier for micro-lens arrays in the CPO space, but its business model tied to consumer electronics is seen as a risk compared to AI spending.
Source Post
A Stock a Day Until I Can Quit My Job: Day 85
Sep 13, 2025
This reel discusses Nvidia's ecosystem, focusing on companies involved in optical chiplets. It highlights Ayer Labs and Poet Technologies as platform/component providers, contrasting their business models. Himax is presented as a component supplier, but the creator is considering switching from Himax to Poet due to market trends.
Linked Mentions
Tickers discussed in this post
Poet Technologies is the platform option for optical chiplets, offering more flexibility and IP control, and the creator is considering increasing their position.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.