He's been short a long time on this now. There is no more he can squeeze out of a short position. He will need to cover to maximize profits.
Patents don't mean squat to the Chinese. The key here is when does this tech peak (like social media etc.). I don't believe it will peak for another 5 to 8 years. It has little penetration in respective industries. The infrastructure is barely set up to handle the data speeds required for good AR / VR platforms. We're at the very bottom of the S-Curve.
Once prices come down, then emerging markets will carry the rest of the volume. IMHO
Sentiment: Strong Buy
Actually, it's been here for a couple of years. Fat Shark was one of the pioneers in FPV. I wonder if they use HIMX chips.