· 个股论点
我认为这很大程度上源于极度的认知缺失。欢迎人们核实所有信息，从财报数据到 Stonegate、Streetwise 和扫描器发布的 -8200 万美元技术故障。$VLN 并非随机的中国仙股炒作，其机器人垂直领域（主要收入来源）拥有 8000 万美元以上的远期营收，且毛利率类似 $NVDA 达 69-70%，同时持有 9500 万美元现金和 1100 万美元库存。它也并非无名之辈，三星、Mobileye、梅赛德斯、罗技、西门子等众多 OEM 及机器人+AI 公司均为 $VLN 的客户。$VLN 在 2.5 美元时交易估值约为 2.5 倍 EV/Revenue，而 Lattice、Macom 等类似公司交易估值为 14-18 倍。我只是在发布关于真实定价错误的观点以及我做多（Long）的原因。市场可以随意定价，我强烈建议大家自行研究。此外，最重要的是，这种信息发现有助于这家被压制的芯片制造商的员工在市场开始纠正关于库存消耗的错误信息时重新成长。
I think a lot of it comes from an extreme lack of understanding. People are welcome to fact check everything from financials posted to the -$82m technical glitch that Stonegate, Streetwise, and scanners all posted. $VLN isn't some random pump and dump Chinese penny stock, they have $80m+ forward revenue off 69-70% $NVDA like margins for their robotics vertical (majority of revenue) and $95M cash + $11m Inventory. It's not unknown either, Samsung, Mobileye, Mercedes, Logitech, Siemens, and many other OEMs and robotics + AI companies are $VLN's customers. VLN trades at ~2.5 EV/revenue at $2.5 while Lattice, Macom, and similar companies they all trade at 14-18x. It's just me posting about the genuine mispricing and why I'm long. Markets can price it in however they want and I really encourage people to do the research themselves. Also most of all, this information discovery helps all the employees at this suppressed chipmaker start to grow again if markets start to make corrections based on misinformation about the inventory burn.