The head of one of the nation’s largest auto finance lenders isn’t overly concerned about rising consumer automotive debt and inflated used car prices leading to longer loans on vehicle purchases. His main reasoning? The percentage of income consumers are spending on their vehicles has remained relatively flat compared with 2019, before the coronavirus pandemic led to inflated pricing as demand surged but inventories stayed low. Learn more:

CHUCK AKRE AND AKRE CAPITAL JUST UPDATED THEIR $6.1 BILLION PORTFOLIO This is what Chuck Akre owned as of the end of Q1 2026 🥇 Mastercard $MA : 2,280,000 🥈 Brookfield $BN : 17,030,000 🥉 KKR $KKR : 6,720,000 Moody's $MCO : 1,250,000 Visa $V : 1,640,000 Roper Technologies $ROP : 1,260,000 CoStar Group $CSGP : 10,350,000 Fair Isaac $FICO : 363,760 O'Reilly Automotive $ORLY : 3,890,000 Copart $CPRT : 8,000,000 Airbnb $ABNB : 2,030,000 CCC Intelligent Solutions $CCC : 31,510,000 Salesforce $CRM : 717,800 ServiceNow $NOW : 1,100,000 Goosehead Insurance $GSHD : 443,380 SOPHiA Genetics $SOPH : 3,720,000 American Tower $AMT : 50,770 Perimeter Solutions $PRM : 250,000 Berkshire Hathaway $BRK.B : 10,340 (Source @ralliesai)

50 trending stocks, in 5 words or less: $AAOI 800G transceivers through 2027 $ADEA patent licensing royalty machine $AEHR silicon carbide test monopoly $AEVA 4D FMCW lidar patents $ARBE 4D imaging radar leader $ATOM MST semi enhancement IP $BRUN GPU cloud infrastructure scale $COHR photonics wiring every AI cluster $DERM dermatology specialty pharma $DOCN developer cloud with GPUs $ENVX silicon battery patent fortress $FLNC grid storage contracted backlog $FNGR China mobile data niche $GFS US trailing edge foundry $GNLX oncolytic virus immunotherapy $GSIT APU compute for defense $INDI automotive radar/vision semis $IQE compound semi wafer specialist $JOBY eVTOL certification leader $KDK autonomous trucking Kodiak Driver $KULR thermal management for batteries $LASR defense grade fiber lasers $LCID Saudi backed luxury EV $LPK German precision laser systems $LSCC low power FPGA edge $LUNR only public lunar lander $LWLG electro-optic polymer $MBLY vision and ADAS leader $MRAM non-volatile MRAM niche $MRVL custom AI silicon ASICs $NOK 5G optical patent portfolio $ONDS private wireless drone networks $OPEN iBuyer scale real estate $POET silicon photonics interposer tech $PSNL cancer MRD genomics testing $QUIK embedded FPGA for defense $RR service robotics for hospitality $SABS human antibody therapy platform $SERV sidewalk delivery robot fleet $SLNH behind the meter power $SLS cancer immunotherapy pipeline $SOUN voice AI for enterprise $SYM Walmart warehouse automation $TDIC IP event AI pivot $TGEN distributed natural gas power $VELO aerospace metal 3D printing $VLN in-car connectivity chipset $VPG precision sensors for robotics $VNET China AI data centers $WOLF silicon carbide power restructure Which tickers do you want me to chart? Gonna have to update this daily! 🫡📈

🚀Pre-IPO New Listing: TOPNC is now open for subscription ⚡️Target: TOPNC 💰Price: 3.4 USDT 📎Minimum Subscription: 100 ⚖️Available Leverage: 10x 🪟Subscription Period: May 13, 08:00 – May 15, 00:00 (UTC+8) 👑TOPNC in one sentence: A domestic leader in high-end five-axis CNC machine tools and intelligent manufacturing solutions, specializing in precision machining equipment for aerospace, automotive, and other sectors. 👉

🔥Pre-IPO New Listing: Micware MWC is now open for subscription ⚡ Target: Micware MWC 💰 Price: 9 USDT 📦 Min. Subscription: 10 ⚡ Leverage available: 3x ⏰ Subscription Period: May 11, 08:00 – May 14, 08:00 (UTC+8) Micware MWC:A Japan-based developer of in-vehicle infotainment (IVI) systems and advanced navigation software, providing digital solutions for the automotive industry. 👉

$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.”