Valens Semiconductor. Every tracked FinTwit mention of $VLN, newest first. 126 mentions since the first on Jan 9, 2026. See the price chart.
June 2026 · 6 mentions
Jun 18
InvestmentGuru — My subscriber-only portfolio is live and here’s the proof:
$SIVEF +250.34% | $HYLN +76.91% | $BB +60.55% | $KEEL +53.08% | $RDW +51.96% | $VLN +51.33% | $TE +41.25% | $NOK +41.12%…↗
Jun 17
InvestmentGuru — 10 Risk/Reward Setups I’m Watching Right Now
$QS
$ABCL
$HIVE
$FABC
$SOUN
$SERV
$JOBY
$VLN
$SATL
$TE
These aren’t necessarily the safest stocks in the market, but they offer some…↗
Jun 9
InvestmentGuru — 10 Higher-Risk, Higher-Reward Stocks On My Watchlist
$AMPG
$HYLN
$KEEL
$ASTI
$CPSH
$TE
$VIVO
$HIVE
$VLN
$SIVEF
These are the names I’m watching for potential outsized returns ove…↗
Jun 8
InvestmentGuru — My friend @Gubloinvestor is must follow, he bought $MRVL $NOK $VLN on friday before $mrvl got S&P inclusion.↗
InvestmentGuru — Fifteen setups. Different risk profiles, different timelines, different catalysts.
$BB — BlackBerry pivoted hard into cybersecurity and automotive software (QNX). The embedded OS…↗
May 2026 · 21 mentions
May 29
InvestmentGuru — Congrats whoever added this
$BB
$QS
$SOUN
$VLN
$FLNC
$SIDU
$BBAI
$KULR
$KITT
$LAES
The macro selloff didn’t break these businesses — it discounted them.
Not financial advice↗
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…
March 2026 · 8 mentions
Mar 29
KaizenInvestor — Done some research this weekend on smaller photonics plays.
$SIVE
$SOI
$IQE
$OPTX
$HIMX
$WOLF
$VLN
$QRVO
My research has honestly worried me a bit here. I read lots of good thin…↗
Mar 26
Serenity — @Focussed_Swings 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…↗
Mar 22
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
Serenity — @JohnPenisini Yep I went through it. Looks deeply discounted.
Total assets $134m, MC is $154m, $76m guidance off 60% margins, -$29.7m liabilities.
Idk why markets dislike Israeli…↗
Feb 25
Serenity — @marcuswerther I still feel like $VLN is undervalued just because assets make up majority of MC. It’s like ~$110M vs $158M and you’re basically buying a fabless semi for $48m?
But…↗
Feb 21
Serenity — 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 o…↗
Serenity — @soulbiri1 @Swiftrooney_ To me strong yes. I really don't understand what markets have against Israeli stocks like $ETOR, $NBIS, and $VLN because those are my worst performers.
I…↗
Jan 21
Serenity — @accounting_ds 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 i…↗
Jan 17
Serenity — @truncateit I actually believe in my thesis so I cost average up on stuff like $AIRO and $LPTH.
But if you're curious yes I still have $OSS, $AIRO, $LPTH, $SSYS, $AXTI, $VLN, and…↗
InvestmentGuru — $QS
$SOUN
$SERV
$DGXX
$SLNH
$RR
$DARE
$VLN
$BB
$SIVEF
Worth keeping eyes on these stocks as many are starting to see improving momentum, sector rotation, or ea…↗
May 13
InvestmentGuru — Many green in my portfolio today
$QS
$SOUN
$MU
$AAOI
$VLN
$NOK
$RR
$DGXX↗
InvestmentGuru — 15 stocks where I see early positioning opportunities across different sectors for long term growth:
$QS
$VLN
$EOSE
$SIVEF
$JOBY
$SATL
$SOUN
$SERV
$BBAI
$PLUG…↗
May 11
InvestmentGuru — $DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL
$SIVEF
Some good-looking small cap and early-bet setups in this market right now. A mix…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — 20 Stocks That Could Be the Next Market Leaders
$JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near.
$QS — Solid-sta…↗
May 5
InvestmentGuru — 10 high-risk innovation stocks with potential to outperform if the market rewards growth again.
$SOUN — Voice AI momentum is building. Earnings this week will be key. If enterpris…↗
May 2
InvestmentGuru — $VLN is starting to get attention as the market wakes up to its position in high-speed connectivity chips for automotive, industrial, and AI-driven data transfer. With revenue grow…↗
May 1
InvestmentGuru — Great day across this name
$VLN $INDI $SIVEF $IQEPF $MX $GCTS↗
InvestmentGuru — $VLN — Valens Semiconductor is a tiny, overlooked chip company with a big automotive connectivity thesis. Valens owns the MIPI A-PHY standard — the high-speed connectivity protocol…↗
Apr 22
InvestmentGuru — 10 stocks at a serious buying opportunity right now-
$BB — QNX royalty backlog hits $950M, new automotive wins, guiding $100M operating cash flow FY27
$QS — Eagle Line live, $970…↗
InvestmentGuru — Top 4 Conviction Semiconductor Plays
$POET — AI bandwidth play. Photonics solving the real bottleneck → data movement. Early + explosive upside.
$NVTS — Power is the constraint.…↗
InvestmentGuru — $POET and $LWLG best risk reward in photonics
$SATL and $SIDU best risk reward in Space
$VLN and $INDI best risk reward in semiconductor↗
InvestmentGuru — Low price- high quality penny stocks
1. $VLN
Semiconductor for automotive & AI connectivity. Valens maintains $94M cash with zero debt while targeting $220–300M in revenue by 2029…↗
Apr 4
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$AEHR
$FN
$CIEN
$JBL
$VLN
$MTSI
$IRDM
$SPIR
Here is my method 👇↗
Apr 3
Serenity — Serenity's Followers Favorite Stock Parabolic Growth ETF:
The most anticipated ETF of all time:
$TRT - $5.88
$HGRAF - $4.49
$SIVE - 9.9 SEK
$QURE - $17.21
$AEHR - $45.08
$ENVX -…↗
InvestmentGuru — High Risk / High Reward Stocks Under $5
$RR → Robotics
$PLUG → Clean Energy (Hydrogen)
$INDI → Semiconductors (Auto AI)
$SIVEF → Photonics / 5G
$VLN → Semiconductors
$SIDU →…↗
— My Top 4 Conviction Semiconductor Plays
$POET — Building the AI Data Superhighway
AI needs speed, and silicon is hitting limits. POET’s photonics could redefine how data moves ins…
InvestmentGuru — AI, EVs, 5G, AR — the future is being built in these 10 semiconductor plays
$POET — Photonics Engine for AI
AI supercomputers need speed. POET moves data faster than any silicon…↗
Mar 20
Serenity — @pepemoonboy Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive.
Now that I have 100k+ followers, there's…↗
Mar 14
Serenity — @snipeder Appreciate you calling me out on that. If you ever read my posts, my thesis can change.
Markets are constantly updating every earnings with new catalysts such as macro.…↗
Mar 2
Serenity — @Mellokhai I was not expecting this as well. Maybe the implications of the Iran war removes Israel’s existential discount factor on correlated stocks like $NBIS and Israeli ones li…↗
— @soulbiri1 @platochi Appreciate it! Some of my other mentions like $VLN are not working out as well so far, but glad $AXTI is hard carrying.
Serenity — Portfolio weightings is my most common question.
Here’s what my portfolio looks like:
35% Memory Supercycle
_
10% Samsung Electronics
10% Sk Hynix
10% $MU
5% $SNDK
25% Digital…↗
Feb 3
Serenity — @JohnPenisini Yes for $VLN, cash + inventory makes up majority of its MC not including other assets like IP. They’re fabless semi, $80m revenue, high gross margin for robotics/indu…↗
Feb 3
Serenity — @Young_Bison I have 0 clue. Lot of people see me making tons off thesis posts like $OSS or $AXTI but I do lose money too when I'm wrong.
And I do put my money where my mouth is…↗
Feb 3
Serenity — What do markets have against stocks from Israel?
I’ve lost an incredible amount on some of these.
Both $ETOR and $VLN are close to cash-assets | marketcap.
And with $NBIS thei…↗
— @goosedf Yes? $AIRO for drones, $OSS for edge, $SSYS for robotics, $AXTI for AI bottlenecks, $LPTH for defense bottlenecks and $VLN for mispricing were the most recent posts.
I’m…
Serenity — @ShortsHoward Thesis should play out by itself without me posting. My thesis with $NBIS for 2026 hasn't changed at all since last year.
Same with $VLN, it's basically sitting on $…↗
Midas — Frontrunning @aleabitoreddit (part 1):
Serenity is on a generational run with the micro cap stocks so let's find the next one before he calls it.
He recently called:
$SSYS
$OSS…↗
Jan 14
Serenity — @MRonvelwala I personally bought $LPTH and $AIRO on 4% drop today and $VLN on the -8% drop.
Looks like SPY is down -.8% so lot of good opportunities out there from fear.↗
Jan 14
Serenity — @Dubchee My thoughts on $VLN is that it’s probably MM algo strike defense at $2.5 since option chain is only $2.5 and $5. (You can see it pinned to that price last Friday for hours…↗
Jan 14
Serenity — January is wild.
Not even joking, many of my picks are up 60%+ over the past few days.
Didn’t even include $AXTI +60% or $VLN +60% in the charts.
While leaving out smaller ral…↗
Jan 13
Serenity — @hiteshkar Thanks for the fact check and analysis into $VLN financials, this does dive a lot deeper into the balance sheet and on risks.
Great read!↗
Jan 12
Serenity — @1000UMAX Are we even looking at the same stock for $VLN? https://t.co/ZTcFDOUQMP↗
Jan 12
Serenity — @yianisz Great write up on $VLN. Most institutions modeled this wrong but valuebase got it right.
We’ll likely see this come in fruition in the upcoming weeks↗
Jan 12
Serenity — @toninojiv @trodoszalay I see just that as a buying opportunity since I care more about $VLN fundamentals than illiquid premarket prices↗
Jan 12
Serenity — @trodoszalay Yep, same as $VLN. The most money to be made is when you discover things others don't.
I feel like everyone complains about "Why didn't you tell me about this stock…↗
Jan 12
Serenity — @Zeynfnr1 @MitchMartan98 @Gubloinvestor Come to your own conclusion on $VLN!
I personally bought because I thought it shouldn’t trade close to 1:1 with assets/MC.
And even after…↗
Jan 12
Serenity — @MitchMartan98 @Gubloinvestor Nice thesis on $VLN! Similar thoughts where you have an extremely high margin fabless semi trading (with t1 customers) trading close to a ridiculous 2…↗
Jan 11
Serenity — @pmgdeep1 @illyquid This is a repricing event from -$82 Million modeled off the balance sheet of a legitimate semiconductor that has Samsung, LG, Mercedes and others as customers.…↗
Jan 11
Serenity — @ENTJ_46 Eg. With opus, ^ they all use contaminated data, and this requires manual review with $VLN https://t.co/wTpg2BTVYn↗
Jan 11
Serenity — @ENTJ_46 $VLN has 0 debt, $93.5M cash and $11M in inventory.
Almost every algorithm or LLM modeled off of contaminated data from $VLN screeners and data sites thinking they will g…↗
Jan 11
Serenity — @ChiefLiquidity Markets are extremely dumb sometimes. $CRDO cable color changes was the perfect example.
Just this past two weeks there was also $VLN trading close to 1:1 with cas…↗
Jan 10
Serenity — @PhilonousHylas 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 y…↗
Jan 10
Serenity — @Whopzbet Yeah the more I look into it the more I like it. I’m holding personally holding my $VLN shares 1Y+. Others can do whatever they want with the information.
My thought pr…↗
Jan 10
Serenity — @Ren_aramb You flatter me too much lol.
I do enjoy posting information synthesis on stuff like $VLN, $CRDO or others. The fun part about it is markets will ultimately decide if it…↗
Jan 10
Serenity — @Cata_web3 Thanks, I built my own Citadel-like data pipeline and I was researching robotics sector stocks and came across $VLN.
This was probably one of the biggest anomalies I'v…↗
Jan 10
Serenity — @Ren_aramb 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/…↗
Jan 10
Serenity — @MitchMartan98 Thanks, $VLN was just an incredible discovery when I was looking through robotics supply chains.
I'm in disbelief that a company with $80M+ forward revenue with 69…↗
Jan 10
Serenity — @CosmicSenate -$82M burn made a extremely, extremely big material difference.
I'll give you some history:
$VLN last year was a low margin, automotive chipmaker (low 40's gross m…↗
Jan 10
Serenity — Valens looks like extreme mispricing at $2.5.
The -$82M inventory burn was a massive data error, likely from ticker collision between $VLN and $VLN Toronto.
Retail has found out…↗
Jan 10
Serenity — @sachbarnes @illyquid It's just that nobody realized data error from ticker collision between $VLN on NYSE and $VLN on TSX until yesterday.
Not everyone fact manually checks eve…↗
Jan 10
Serenity — @illyquid 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…↗
Jan 10
Serenity — @BSacamanoV So just to help you out, Fintel and others are delayed data.
If you want to see live flows, especially on Friday, you can pay for Ortex or look at live brokerage data…↗
Jan 10
Serenity — @Lehi88 Thanks! Sometimes it’s as easy as getting the color of the cables right with $CRDO or in this case finding discrepancies between analyst reports and balance sheets with $VL…↗
Jan 10
Serenity — @basedinwv Found this amusing for $VLN. News got it wrong though since it’s only up 58%, maybe it conflates that with me modeling it for $7.00 https://t.co/FegV7lXxdi↗
Jan 10
Serenity — @ArthurBlandina You can do fair value calculations yourself and make your own decision.
I provided metrics in the earlier post about $VLN but I’ll just repost them there
fabless…↗
Jan 9
Serenity — @CompoundAtValue It’s algorithmic price suppression due to ingesting data from the $82m typo. Otherwise $VLN might be a $7 stock by now.
I’d suggest you try modeling yourself wha…↗
Jan 9
Serenity — @Dexsa18929428 No debt is correct. You’re misunderstanding liabilities vs. debt.
$VLN has no debt, $93.5M in cash, and $11m in inventory.Debt is interest bearing. Liabilities are…↗
Jan 9
Serenity — @TomListon2or2 I mean I modeled for ~$7.30 (from $2.5 currently) share price.
From forward 2027, $130M 5x EV/Sales + $93.5M net cash.
I think algorithms piling in to short sell $…↗
Jan 9
Serenity — @sslickith I still can’t believe algorithms are shorting the maximum amount of shares at these levels to the point they’re about to run out for $VLN
They really messed up modeling…↗
Jan 9
Serenity — @rioferdy838 @Tradesofadegen No I’m just saying the company deserves to be re-rated because markets mistakenly used the wrong ticker for data.
But it just so happens that algorith…↗
Jan 9
Chris Ray — Turns out I should’ve started a position in $VLN this morning. 😅
Up more than 60% today. Wild.↗
Jan 9
Serenity — @Tradesofadegen Looks like short share availability is almost capped out. Algorithms seem to have really messed $VLN up https://t.co/dOv14HSiux↗
Jan 9
Serenity — @Tradesofadegen It’s just amusing to watch this unfold because I’ve never seen algorithms mess up this badly, especially because of ticker collision with $VLN.
Looks like shortabl…↗
Jan 9
Serenity — @DivGuru This is genuine alpha of the decade finding out $VLN and $VLN.TO got mixed up.
And algorithms are currently shorting because they’re modeling -$82M off the balance sheet…↗
Jan 9
Serenity — $VLN looks like an algorithmic short trade about to go terribly wrong.
Not all algorithms read X, and are still modeling the company off -$82 million cash off the balance sheet fr…↗
Jan 9
Serenity — @robswainept It’s funny, this is even through over 1.6M shares shorted.
I don’t think some short sellers or some algorithms understood the valuation disconnect with $VLN yet.
P…↗
Jan 9
Serenity — @Sumojoe118 I revisited $VLN and did some quick modeling. I personally would assign a value of ~$700m which is around $6.5.
I’m actually holding my shares for a year for long term…↗
Jan 9
Serenity — @SingularityRes Yeah I was looking at semi supply chains for robotics and then their $70m revenue, $93m cash pile and MC just looked extremely, extremely off.
Could easily be pric…↗
Jan 9
Serenity — @Gubloinvestor It’s hilarious $VLN could be valued at $700m today $7-8, and that would be considered normal.
But everyone thought they blew $82m capex on inventory, which turned o…↗
Jan 9
Serenity — @yianisz Yeah, $VLN was the perfect example of markets not being efficient. I don’t know how they can mess up so badly switching up numbers from the Canadian VLN.↗
Jan 9
Serenity — @LibertadEterno $VLN could have been a $700m+ growing semiconductor stock but was artificially suppressed by a false $82m capex number.
Even though it’s back to $222m that’s still…↗
Jan 9
Serenity — @MitchMartan98 Yeah $VLN could have been a $700m growing semiconductor stock but was artificially suppressed by a false $82m capex number.
This isn’t some random microcap, it’s a…↗
Jan 9
Serenity — @FeroceResearch @zephyr_z9 Or maybe $VLN should have been a $700m growing semiconductor stock but was artificially suppressed by a false $82m capex number?
These aren’t random mic…↗
Jan 9
Serenity — @yianisz I thought $VLN was $82m inventory initially after reading analyst reports. And then I checked the discrepancies and everyone was modeling off false cash burn.
This one…↗
Jan 9
Serenity — @Jetson_Dad Thanks, I’m just posting my own thesis on what I found with the markets mispricing from $VLN with novel information synthesis.
Any premiums aside hope it rerates to $5…↗
Jan 9
Serenity — @DivGuru It's a pretty hilarious ticker collision error with analysts and algorithms modelling off $VLN in Toronto, rather than $VLN NYSE.
I couldn't believe my eyes that they had…↗
Jan 9
Serenity — I've initiated a position in $VLN ($155M MC).
This one is wild.
Valens is a AI semi for self-driving cars and robotics.
I've found that markets messed up on VLS from a ticker c…↗