$POET $IBRX $HIMX 🔥

$HIMX
Stealth supplier links to Nvidia and Apple flagged by hedge fund report
Himax’s potential role as a stealth supplier of critical optical components for Nvidia’s AI data center optics and Apple’s upcoming smart glasses positions it for massive hidden growth in high-demand tech sectors.
The Hunterbrook Capital-backed report highlights Himax’s proprietary technology enabling billions in incremental revenue from Nvidia’s co-packaged optics push starting around 2027. With the stock surging over 60% in recent days and retail sentiment turning extremely bullish, HIMX offers strong upside as these major partnerships materialize.

$IBRX
Stock down 10% this week, but CEO reaffirms intact bull case. Despite a short-term pullback, ImmunityBio’s CEO outlined a robust bull case driven by ANKTIVA’s rapid adoption and expanding global approvals, setting the stage for substantial revenue acceleration starting in 2027. The company’s recent 700% year-over-year revenue surge to $113 million demonstrates strong commercial momentum and clinical traction in cancer immunotherapy. With international expansion turning ImmunityBio into a truly global player in 2026 and beyond, the long-term growth trajectory remains highly compelling for patient-focused biotech investors.

$POET
Stock eyeing best week in 3 months ahead of OFC demos. POET’s upcoming live demonstrations of its revolutionary Blazar hybrid laser and next-gen Starlight optical engine at the OFC conference next week could ignite the next major rally by showcasing cost-effective, scalable solutions for AI-driven optical interconnects. These innovations address key challenges in high-bandwidth data communications and co-packaged optics, positioning POET as a leader in the semiconductorization of photonics for explosive AI network demand. With strong investor focus on the event and potential for commercial breakthroughs, POET is primed for significant momentum and valuation expansion in the near term.