1.Himax Technologies, Inc. (HIMX) swooned, down 15%, then soared ~ 10 percent after reporting a fourth quarter that included an inventory write-down. The about-face recognition of the $12M drop in inventory’s value will clear uncertainty. CMOS image sensor and CIS/IC sell-through will follow with profitability from the display panel segment. Below: Facebook Oculus VRa.In both live chat and via private messages, demand from marketplace readers was strong on the days preceding the Q4 call. Ignoring the wrong analysts proved profitable. HIMX rose 37% on the week. A Q2/2017 ramp on AR/VR will follow with full production in the 2H to 2018 time frame.2.Advanced Micro Devices (AMD) topped $14 only to pull back. This is normal. Traders are booking profits ahead of the Ryzen release, which is just weeks away. Ryzen’s release schedule will include around two weeks of tech websites writing a review and posting benchmarks. I saw (on the web) a receipt for a 20-core Ryzen for USD $399. Intel (INTC) shareholders are hardly worried. INTC will not lose much market share, but AMD does make Kaby Lake’s release look weak.Price cut in Kaby Lake? Nope.3.Readers nearly unanimously rejected my poll post, that “Nvidia (NVDA) will fall to $100 a share.” NVDA topped $120 and closed at $107.23/share, down 5.6% in the week. Post your vote here (Note: Requires stocktwits or FB/TWTR login) –4.Apple (AAPL) continued its march higher. Never bet against Apple, despite the latest desktop OS slowing older laptops. It forces upgrades. That’s good for profit. Samsung’s upcoming S8 and missing Note 7 led to strong demand for iPhone 7 devices.5.Pump and dump candidates, Dryships (DRYS) rewarded speculators with a 12% gain. Lock in profits.6.MicroVision (MVIS) continued its extraordinary climb. Trading volume is healthy and the 44% YTD return will likely hold. Kudos to readers who argued against the bearish post. Since then the stance was reversed in time to recognize the $1.00 - $1.20 a share bottom7.Avis Budget (CAR) proved a value trap and a ‘dead cat bounce.’ Terrible quarterly results. Uber is a clear competitive threat.8.Synaptics (SYNA) and Shutterfly (SFLY) are the types of stocks we Value Stock bottom fishers and DIY investors ($$$) look for. The risks are real: get the call wrong and you end up a bag holder. In biotech, I was a bagholder on Arena Pharmaceuticals (ARNA).9.Readers liked Valeant Pharmaceuticals (VRX) with the PT $45 idea. To clarify, expect VRX trading in the range of $14 - $19 before the quarterly report due later this month. The $45 PT will take a year or more to play out. Subject to change and adjusted as profitability of business units change.10.An updated analysis on Valeant is in progress. In focus is the Brodalumab approval aka SILIQ. Chemical activity difference? Drug binds to the receptor (“receptor antagonist”), not the IL-7 protein itself. That implies higher efficacy. This will be proven over time. Read Time magazine’s coverage on SILIQ. Black label on suicidal thoughts? Did the study baseline Psoriasis sufferers to a control group to quantify SILIQ's 1 in 1000 risk of suicide?11.Enjoy the long Weekend. Markets are closed on Monday, February 20 for President’s Day. What are the stocks on your research list? Post your idea(s) in the comments below. This requires sign-in with your StockTwits credentials.