Himax Tech (HIMX) has dropped from $14 to $10.50 primarily due to this tweet from notable short firm Citron Research. https://twitter.com/CitronResearch/status/938440330847838208!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0],p=/^http:/.test(d.location)?'http':'https';if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=p+"://platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs"); The tweeter appears to suggest accounting related fraud. The company has questionable management execution, but accounting fraud appears far fetched. From a technology standpoint, Himax is working with Qualcomm (QCOM) on a 3D sensing solution for Android smartphones and other potential end markets. The market potential here is substantial in 2018 at an estimated $40 million per month, but the company always seems more promotional than the actual reality. Maybe this is what Citron Research is actually hinting at versus actual fraud. Are you buying the dip in Himax? The stock is worth about $2 billion with '18 revenue expectations in the $800 million range. Disclosure: Long HIMX, QCOM