VNP.TO 5N Plus Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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19:46
Apr 15
Apr 15
VNP.TO rides AI optical networking TAM surge
Buy VNP.TO as a play on AI optical networking TAM expansion; analyst projections show the market growing from $14B to $73B at a 39% CAGR through 2030, with VNP.TO expected to track this secular growth trend.
MED
19:31
Apr 15
Apr 15
Rotation to material layer from pumped photonics.
Speaker expects a rotation into material layer stocks as photonics names reach their limits, citing them as the necessary bottleneck components.
MED
21:02
Apr 13
Apr 13
Author holding VNP.TO, not selling soon
Author discloses an ongoing long position in $VNP.TO, explicitly stating they are not selling, signaling continued conviction in the holding with no near-term exit planned.
MED
11:36
Apr 11
Apr 11
5N Plus: China restrictions drive Western materials re-rating
Buy 5N Plus as a critical materials supplier benefiting from accelerating Chinese export restrictions on germanium, gallium, and antimony; record FY2025 results (revenue +35%, EBITDA +73%) and rising commodity prices across every material they produce support guidance upside, while Western supply-chain reshoring structurally re-rates the stock.
HIGH
17:20
Apr 10
Apr 10
Long position driven by tungsten export dynamics
Author discloses a long position, driven by the favorable dynamics and lack of risk surrounding China's tungsten export ban.
HIGH
09:54
Apr 09
Apr 09
VNP.TO: large position, 90% YTD ongoing hold
Author discloses a large, heavily-sized current position in VNP.TO, up 90% YTD, maintaining high conviction sizing through the volatile macro environment.
MED
16:04
Apr 08
Apr 08
VNP.TO: top China decoupling AI bottleneck play
Buy VNP.TO as a concentrated play on both China supply-chain decoupling and AI infrastructure bottlenecks; author frames it as the single most asymmetric vehicle for both structural themes simultaneously.
MED
15:45
Mar 23
Mar 23
Buy VNP.TO: AI/wafer/rare-material supply-chain play
Buy VNP.TO: the author expects the stock to re-rate higher, arguing anyone researching AI/wafer/semi infrastructure, Western supply chains, China decoupling, or rare-material wars should arrive at this company.
MED
11:48
Mar 18
Mar 18
VNP.TO rides EU Western supply chain demand
Buy VNP.TO as author identifies it as a Western supply chain beneficiary from EU's structural pivot away from China, with incremental demand and liquidity flowing into the space.
MED
18:31
Mar 17
Mar 17
VNP.TO: overlooked AI supply pick near ATH
Buy VNP.TO as a foundational supplier to the AI optical/co-packaging space; while the market chases speculative next-gen plays, VNP.TO is approaching all-time highs with no crowding and is the underlying input all competing companies require.
MED
About VNP.TO Analyst Coverage
Buzzberg tracks VNP.TO (5N Plus Inc.) across 1 sources. 10 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 10 total trade ideas tracked. Latest voices: bullofbritain.