The CoinDesk 20 is currently trading at 2154.22, up 1.3% (+26.68) since yesterday's close. All 20 assets are trading higher. Leaders: $ICP (+5.2%) and $LINK (+4.0%). Laggards: $LTC (+0.7%) and $BNB (+0.7%).

$HIMX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $199.0M (Est. $195M) 🟢 🔹 EPS Per Diluted ADS: $0.046 (Est. $0.03) 🟢 🔹 Gross Margin: 30.4%, at high end of guide (Est. 30%) 🟢 Q2 2026 Guide: 🔹 Revenue: +10.0% to +13.0% QoQ (Est 5%) 🟢 🔹 Gross Margin: Around 32% (Est. 30.8%) 🟢 🔹 EPS Per Diluted ADS: $0.086-$0.103 Segment Performance: 🔹 Large Display Driver Revenue: $24.2M; +11.7% QoQ 🔹 Large Display Driver Revenue Mix: 12.2% of total sales 🔹 Small & Medium Display Driver Revenue: $135.8M; -2.4% QoQ 🔹 Small & Medium Display Driver Revenue Mix: 68.2% of total sales 🔹 Non-Driver Revenue: $39.0M; -7.7% QoQ 🔹 Non-Driver Revenue Mix: 19.6% of total sales Other Metrics: 🔹 Automotive Driver Sales: Declined double digits QoQ in Q1 🔹 Smartphone IC Sales: Increased QoQ, driven by new OLED solutions entering mass production for a leading smartphone brand’s mainstream model 🔹 Tablet IC Sales: Increased QoQ, driven by renewed mainstream demand and shipments for a new premium OLED tablet 🔹 Automotive Tcon: Hundreds of secured design wins across a broad customer base 🔹 WiseEye: Adopted by a leading brand for smart glasses, with mass production expected later this year 🔹 CPO Gen 1: Small quantity shipments expected in 2H26 🔹 CPO Gen 2: Nearing completion of customer product validation for AI data center applications 🔹 FOCI Stake: 5.36%, valued at NT$4.96B / $156M as of May 7 close 🔹 Patents: 2,564 granted, 331 pending as of March 31, 2026 Financials: 🔹 Operating Profit: $10.2M 🔹 After-Tax Profit: $8.0M 🔹 Operating Expenses: $50.3M; -8.4% QoQ, +9.9% YoY 🔹 Operating Margin: 5.1% 🔹 Cash, Cash Equivalents & Other Financial Assets: $287.6M 🔹 Long-Term Unsecured Loans: $27.0M, including $6.0M current portion 🔹 Inventory: $151.7M 🔹 Accounts Receivable: $190.9M 🔹 DSO: 86 days 🔹 CapEx: $2.9M Capital Return: 🔹 Annual Cash Dividend: $0.252 per ADS 🔹 Total Dividend Payout: $44M 🔹 Dividend Payout Ratio: 100% of previous year’s profit 🔹 Dividend Payable Date: July 10, 2026 Commentary: 🔸 “We expect upward momentum through the remainder of 2026, supported by a meaningful number of new automotive projects scheduled to enter mass production in the second half.” 🔸 “The positive outlook is also supported by the anticipated growth in our non-driver IC businesses, particularly Tcon and WiseEye AI.” 🔸 “Despite ongoing macro uncertainty, Himax continues to expand beyond its traditional display IC business, focusing on key growth areas including smart glasses, ultralow power AI and CPO.” 🔸 “These emerging technologies present significant growth opportunities that help diversify our revenue base into areas with attractive gross margin profiles and profitability while also strengthening our overall competitiveness.”

Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible! Please read this. 1. The 13F shows what the fund held as of quarter-end: March 31. 2. A huge part of the positions are PUTS. Does this mean he's bearish today? -> WE DON'T KNOW! Everyone is just guessing. It is completely possible that he bought those puts during the quarter as the Iran war escalated, to hedge, and they increased a ton in value. They might have started as small positions that simply grew a lot. He might have sold them at the exact bottom, perfectly timed the market, and gone 100% long for the massive rally that started on April 1. OR he was insanely bearish, bought a lot of puts, kept them, and completely screwed up by being massively positioned in puts before the craziest rally ever. He could have made the most genius move or the dumbest move possible and now look like an idiot. WE DON'T KNOW. This is the issue with such delayed reports. But of course today, you will see everyone on X go crazy with: "Leopold went short aaaaaaaaaaah, the sky is falling, he's calling for a crash." But that was months ago, in the middle of the Iran volatility! We have no idea if he added to his puts or if he's currently 100% long or maybe even bought calls?! We don't know if his move was good or bad. So while you're reading all these takes on X today, know that you're going to read a ton of complete nonsense from people who have no idea what they're talking about. But here are some things that stand out to me! While he decreased his $BE exposure, Bloom Energy was still his biggest position (6.4%) Closely followed by $SNDK (5.3%) He also cut $CRWV from 8% -> 4% I honestly can't believe he missed $NBIS so badly. He also reduced his $IREN position from 6% to 3% (even though he net added shares). Big $CORZ cut aswell from 7.6% -> 3% HUGE cut in his $CRWV calls from 14% -> 1% A lot of $TE investors are getting excited he built a position, which is definitely bullish, but it's worth mentioning that was most likely before the big drop after the disappointing earnings and it's a tiny 0.3% position for him. One of the funniest positions is a 0.15% $GLW Put lol. 100% / Completely went out of: $INTC Calls (13.5% -> 0%) $CIFR (2.8% -> 0%) $EQT (2.4% -> 0%) Photonics: $LITE (8.6% -> 0%) That one is super interesting to me. Also cut $TSEM and $COHR from 1.5% -> 0%

NVIDIA $NVDA has missed revenue expectations just once in the last 5 years: 🟢 Q1 2022: $5.66B (+4.6%) 🟢 Q2 2022: $6.51B (+2.8%) 🟢 Q3 2022: $7.10B (+4.3%) 🟢 Q4 2022: $7.64B (+3.0%) 🟢 Q1 2023: $8.29B (+2.1%) 🔴 Q2 2023: $6.70B (-6.9%) 🟢 Q3 2023: $5.93B (+2.8%) 🟢 Q4 2023: $6.05B (+0.7%) 🟢 Q1 2024: $7.19B (+10.3%) 🟢 Q2 2024: $13.51B (+20.9%) 🟢 Q3 2024: $18.12B (+12.0%) 🟢 Q4 2024: $22.10B (+7.5%) 🟢 Q1 2025: $26.04B (+5.9%) 🟢 Q2 2025: $30.04B (+4.5%) 🟢 Q3 2025: $35.08B (+5.8%) 🟢 Q4 2025: $39.33B (+3.1%) 🟢 Q1 2026: $44.06B (+2.3%) 🟢 Q2 2026: $46.74B (+2.4%) 🟢 Q3 2026: $57.01B (+4.3%) 🟢 Q4 2026: $68.13B (+3.9%) NVIDIA reports next earnings this Wednesday. 97% chance they beat it. Trade here →

The CoinDesk 20 is currently trading at 2110.57, up 0.5% (+11.5) since 4 p.m. ET on Friday. Eleven of 20 assets are trading higher. Leaders: $TAO (+4.1%) and $LINK (+2.7%). Laggards: $NEAR (-2.9%) and $BCH (-2.1%).

The CoinDesk 20 is currently trading at 2169.26, up 0.4% (+8.61) since 4 p.m. ET on Wednesday. Thirteen of 20 assets are trading higher. Leaders: $TAO (+1.7%) and $XRP (+1.6%). Laggards: $ICP (-5.2%) and $NEAR (-1.7%).

$HD Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $41.77B (Est $41.51B) 🟢; +4.8% YoY 🔹 Adj. EPS: $3.43 (Est $3.41) 🟢 🔹 Comp Sales: +0.6% (Est +0.9%) 🔴 🔹 U.S. Comp Sales: +0.4% 🔹 Net Earnings: $3.3B FY26 Guide: 🔹 Comp Sales Growth: Flat to +2.0% (Est +1.55%) 🟡 🔹 Sales Growth: +2.5% to +4.5%, reaffirmed 🔹 Adj. EPS Growth: Flat to +4.0%, reaffirmed 🔹 New Stores: ~15 🔹 Adj. Operating Margin: 12.8%-13.0% Commentary: 🔸 “Our first quarter results were in line with our expectations.” 🔸 “The underlying demand in our business was relatively similar to what we saw throughout fiscal 2025, despite greater consumer uncertainty and housing affordability pressure.”

7D Top Tokens on Everything (May 15, 2026) 1. $BTC - $81,276 (+2.2%) 2. $ETH - $2,278 (-0.1%) 3. $SOL - $91.78 (+4.2%) 4. $E - $0.2400 (+20.9%) 5. $H - $0.2539 (+29.7%) Make your move on Everything. 🔗