· 个股论点
涉及标的： $VLN
哈哈，Reddit 大概是我互动的最蠢的群体。如果你读过我在 Reddit 的帖子，我会故意关闭大脑去和社区互动。 不幸的是，你现在在 X 上。 你们唯一说对的就是他们是以色列公司。除此之外，他们确实制造芯片组。名字里就有“半导体”这个词。 他们的信息在公开文件中，因为这是纽约证券交易所监管的半导体公司，我不知道你们指的“缺失信息”是什么。这不是那种拉高出货的中国仙股，而是一家拥有从三星到梅赛德斯等一线客户的真正半导体公司。 公司现金为 9350 万美元，不是 3000 万。他们零债务。任何“投资”可能只是让人混淆的存入国债的现金。 你们看到的一些负债是行权价为 11.5 美元的认股权证、运营支出或以股票形式支付的股权激励。第三季度每股收益为 -0.04 美元，而在 2026 年底转为正数，如果他们刚刚为机器人领域推出新芯片并以 40% 的年增长率扩张，这是极好的事情。 直接去看他们的实际财报，而不是像 MarketWatch 这样的扫描器。帖子的部分重点就是他们混淆了纽约证券交易所的 $VLN 和多伦多的 $VLN。
lol Reddit is perhaps the dumbest group i interact with. If you read my Reddit posts I turn off my brain on purpose to interact with the community. Unfortunately you’re on X now. The only thing you got right was that they’re from Israel. Aside from that they literally make chipsets. There’s the word Semiconductor in its name. Their information is in public filings since it’s a regulated semiconductor on NYSE, I don’t know what “missing information you’re referring to”. This is not a pump and dump Chinese penny, it’s an actual semiconductor firm with t1 customers from Samsung to Mercedes. The company has $93.5 million in cash not $30 million. They have 0 debt. Any “investments” might just be confusing cash deposited in treasuries. Some of liabilities you see are $11.5 strike warrants, opex, or equity bonuses paid out in shares. -.04 EPS q3 earnings while shifting to positive late 2026 is a extremely good thing if they just created a new chip for the robotics sector and are growing it 40% y/y Go directly to their actual earnings, not scanners like market watch which was paetly the point of the post was that they’re conflating $VLN NYSE with $VLN Toronto.