Valens Semiconductor Ltd., together with its subsidiaries, provides semiconductor products for the audio-video and automotive industries. It operates through the Cross Industry Business and Automotive segments.
“As for $VLN, I don't think I'm wrong. But markets clearly disagree with my opnion. I've learned two things: - Some stocks like Japanese ones can trade way under book value - Markets don't like stocks from Israel like $ETOR for some reason (lost a lot on that too). I still think it's undervalued. Net assets ($92.6M pure cash) vs. $132M MC. Net assets is $105M with zero debt. So EV is ~$27M?…” post →
| Date | Tweet |
|---|---|
| 2026-03-26 | As for $VLN, I don't think I'm wrong. But markets clearly disagree with my opnion. I've learned two things: - Some stocks like Japanese ones can trade way under book value - Markets don't like stocks from Israel like $ETOR for some reason (lost a lot on that too). I still think it's undervalued… → · 53 likes · 18,676 views |
| 2026-02-21 | Year to Date: 316.4% From January 2026 into February 2026. Reflection of my short term trades and longs: > Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year > Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up > Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2026-01-21 | Great post on $VLN! I’d recommend everyone do their own research on companies like this. It’s no longer close to 1:1 on assets/MC but personal my feeling was that it’s still deeply misvalued, with low downside risk due to cash balance. We’ll see how things get priced in after their next earnings. → · 31 likes · 8,439 views |
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