中文翻译
你拥有一家拥有8000万美元远期营收、英伟达($NVDA)级别毛利率的无晶圆厂机器人半导体公司，其现金/库存与市值之比接近1:1。即便在上涨60%后，$VLN的市值/营收(EV/revenue)比率仅为2.4倍，而同类公司的交易区间在14-18倍之间。若重估至标准的10倍EV/revenue，其价格将是当前价格的3倍以上。这就是为什么自己进行基本面估值计算比看百分比变化要好，因为这看起来像是算法幻觉导致的极端错误定价。
· 个股论点
VLN估值严重偏低，基本面显示其存在巨大重估空间。
英文原文
You had a $80m forward revenue, $NVDA-margin fabless robotics semi trading close to 1:1 cash/inventory to marketcap. Even after 60% run $VLN literally sits at 2.4 EV/revenue, while similar companies trade between 14-18. Re-rating to a standard 10 EV/revenue would be over 3 times+ current prices. This is why it's good to do the fundamental valuation math yourself rather than looking at percentage changes since this looks to be extreme mispricing from algorithm hallucination.