I’ll only say this once: here’s my outlook for next week: Bullish: $PLTR - $NVO - $RKLB - $AAPL - $ISRG - $VRTX - $SPGI - $MCD - $NBIS - $SNDK Hold: $IBM - $MSFT - $NOW - $WDC - $AMD- $DELL - $OUST - $FIG - Bearish: $HIMX - $SNDK - $WDC - $AMD - $MRVL - $COHR - $LITE - $TER - $KLAC

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 640x480 at 240 frames per second and outputs synchronized 2D and 3D data. Optical module maker OFILM already built the chip into its RoboVision solution for object picking, obstacle avoidance, environment mapping, and autonomous navigation. It extends Himax's WiseEye ultralow-power AI sensing lineup, which pairs an always-on CMOS image sensor with an onboard AI processor.

Next Week Setup: Strength, Consolidation, and Breakdown Signals Across My Watchlist: Bullish: $OUST $FIG - $PLTR - $NVO - $RKLB - $AAPL - $ISRG - $VRTX - $SPGI - $MCD Hold: $IBM - $MSFT - $NOW - $NBIS - $SNDK - $WDC - $AMD Bearish: $HIMX - $SNDK - $WDC - $AMD - $DELL - $MRVL - $COHR - $LITE - $TER - $KLAC

I’ll say this one last time: here’s my outlook for next week: Bullish: $OUST $FIG - $PLTR - $NVO - $RKLB - $AAPL - $ISRG - $VRTX - $SPGI - $MCD Hold: $IBM - $MSFT - $NOW - $NBIS - $SNDK - $WDC - $AMD Bearish: $HIMX - $SNDK - $WDC - $AMD - $DELL - $MRVL - $COHR - $LITE - $TER - $KLAC

Key Date Approaching for Himax Technologies Shareholders $HIMX, #HimaxTechnologies, #Himax crweworld.com/article/news-p…

I created a dedicated WhatsApp group for $JEF $HIMX $CSTM shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗t.me/StockWhatsApp1 Click this link or the link on my homepage to join

I created a dedicated WhatsApp group for $JEF $HIMX $CSTM shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗t.me/StockWhatsApp1 Click this link or the link on my homepage to join

太离谱了，所谓的研究机构竟然是靠“非公正”手段赚钱的？ SemiAnalysis 6 月发的报告，说 CPO 良率低、会延误，质疑推出时间 结果光通訊板块直接大崩（HIMX 一个月跌了 45% 多） 然后他们 6 月底就跟 Tema 合作，推出了一只光子 ETF（代码 LAZR） 最离谱的是，这只 ETF 里持有的股票，竟然就是之前被他们报告唱衰的那些公司 也就是说：他们用影响力先发报告把股价砸下去，制造恐慌抛售，然后自己通过 ETF 在低位买入 这家机构被指控：其实一直在玩双重谋利，他们一边对外发公开研究报告影响股价，一边靠做付费咨询赚钱： 1. 发动攻击：发布针对某个公司技术的夸大、很负面的报告 2. 施加压力：负面消息导致股价大跌，或者让客户恐慌，逼迫公司面临很大压力 3. 付费咨询：公司被迫花钱向他们购买咨询服务 4. 态度转向：收了钱之后，后续的报告立场就变软了 最典型的例子就是 AMD： 他们之前长期发很负面的报告唱衰 AMD，市场压力很大 后来 AMD CEO Lisa Su 公开感谢 SemiAnalysis 的主笔「建设性对话」。从那之后，他们对 AMD 的报告语气明显软化了，从「根本性缺陷」变成「可以解决的问题」 很多人怀疑 AMD 付了咨询费，所以报告才变好听的 原文报告： udn.com/news/story/6811/9607…

我发现评论区的主要矛头也都指向SemiAnalysis。但是，AAOI的最高点是美东时间5.13，特朗普访华期间，LITE是5.12，HIMX是6.02，AXT是5.26，SIVE是6.02等等，哪一个标的是SemiAnalysis的看空报告之后才开始下跌的？Semi不过是在当时的这些票的下行趋势下又加了一把火而已。一模一样的韭菜生态。

Himx

I guess HIMX 10 bagger thesis pushed out by another year

3. 주의/비중축소 (약세) $AMD $MRVL $KLAC $DELL $HIMX $SNDK $WDC $COHR

I created a dedicated WhatsApp group for $JEF $HIMX $CSTM shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗t.me/StockWhatsApp1 Click this link or the link on my homepage to join

Here are 10 ways to play the robotics theme in 2026: $TER – Tests AI chips owns Universal Robots (cobots leader) $NOVT – Precision photonics & motion control inside surgical and industrial robots $OUST – LiDAR and perception tech for robots that need to see and map the real world $HIMX – Vision and display chips helping robots process images, depth, and sensor data at the edge $AMBQ – Low-power edge AI chips for robots that need intelligence without massive energy use $ON – Building a full physical AI edge stack after acquiring $SYNA (power sensing edge AI) $SYM – Warehouse automation pure play using robotics and software to redesign fulfillment $VPG – Force sensing and precision measurement that helps robots understand pressure and movement $TSLA – Humanoid platform bet via Optimus (custom hardware AI real-world manufacturing scale) $CCXI – Public market exposure to Agility Robotics and its Digit humanoid warehouse robot Robotics is still early, but the pieces are coming together fast. Which names are you watching or already in? #Robotics #HumanoidRobots #AI #Investing #Stocks

Robotics could be one of the biggest investment themes of this decade. 🤖 If the robotics boom continues to accelerate, these companies could be well-positioned to benefit over the next several years: $TER — Teradyne $OUST — Ouster $NOVT — Novanta $HIMX — Himax Technologies $AMBQ — Ambiq Micro $ON — ON Semiconductor Not all robot makers win the race—often, the companies supplying the critical components, sensors, chips, and testing equipment create the most value. Which robotics stock is your top pick? 👇

I created a dedicated WhatsApp group for $JEF $HIMX $CSTM shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗t.me/StockWhatsApp1 Click this link or the link on my homepage to join

Caution/Reduce (Bearish): $AMD $MRVL $KLAC $DELL $HIMX $SNDK $WDC $COHR

I’ll say this one last time: here’s my outlook for next week: Bullish: $OUST - $FIG - $PLTR - $NVO - $RKLB - $AAPL - $ISRG - $VRTX - $SPGI - $MCD Hold: $IBM - $MSFT - $NOW - $NBIS - $SNDK - $WDC - $AMD - $MU Bearish: $HIMX - $SNDK - $WDC - $AMD - $DELL - $MRVL - $COHR -