No clear trade idea was identified in this comment.
Discussion: VLN (Valens) - Nvidia Margin Robotics Semi with extreme mispricing at $2.5 due to -$82M ticker collision error
Score-3
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They're not profitable but est. EBITDA profitability late 2026.
Just out of curiosity, do you thin a 69.1% gross margin robotics semi serving Mercedes, Samsung, Mobileye, Siemens, Logitch should be valued close to 1:1 with cash/inventory with market cap?
If not, then this was an extreme algorithm error.