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Discussion: VLN Robotics Chipmaker is Fundamentally Undervalued by 60%
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Yeah, they’re scaling their robotics segment 40% y/y (which has 69% credo, alab, Nvidia) type gross margins.
It’s 80m forward revenue, 63% blended margins, off a huge safety net of $93m cashpile.
That’s not even including their $11m in inventory.