Reddit Posts
22nd Century Group $XXII VLN® Products Now Selling in Montana C-Stores
VLN shares are almost guaranteed to go to the moon
I found a small cap that I believe will triple from its current levels: VLN
Tobacco companies will be forced to reduce nicotine in U.S. cigarettes until they’re non-addictive, if the Biden administration has its way - $XXII
VLN-Caleb’s Semiconductor-Average analyst PT is $15, with a high of $20. Bought 1,000 shares, almost 52 week low prices, just under $6. Seems like a solid company with good products. Anyone else have thoughts? Currently the stock is listed as a STRONG BUY!
FDA Authorizes Marketing of 22nd Century Group’s VLN® as a Modified Risk Tobacco Product
$XXII - Plant biotech company primed for massive growth in coming months after FDA approval on 12/23.
$XXII FDA Authorized Marketing Of 22nd Century Group Inc's 'VLN King,' 'VLN Menthol King' Combusted, Filtered Cigarettes As Modified Risk Tobacco Products
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Hope Iran won't bomb VLN, it's in Israel Just kidding, it's already in the gutter. Market cap 138M. Cash reserves 92M. This piece of shit is trading at 1,5x its bank account balance lmao
It’s just another semi proxy doesn’t matter what you choose I would dump it in VLN if anything
HIMS calls, CAVA puts, VLN calls. Thank me later for the free money.
HIMS calls, CAVA puts, VLN calls. Thank me later for the free money.
HIMS calls, CAVA puts, VLN calls. Thank me later for the free money.
HIMS calls, CAVA puts, VLN calls. Thank me later for the free money.
Keep me in the loop 🍀 love your methodology. So far my positions are quite defensive VST, YEN, ATEX (growth key infra), with lower port % conviction speculative (MX, VLN) I have done my deep dive on all of them and thesis, however definitely appreciate a second set of eyes and dissection. Happy for you to DM or a reply here is quite alright too 🙏
I think VLN is a great buy today extremely undervalued 1.65/1.67 could be worth $3 to $4 at any time
ATEX, MX, VLN, although ATEX is not exactly Penny. Those are my conviction holds currently.
$MOBX and $PRSO merger $SOAR and $MTWO merger $ATCH potential Bank of Wyoming $REKR Israeli plays: $RVSN, $ARBE, $VLN
Nah man, This is less than 1% my account. It's better to play commodities and minerals right now. 35% of my port is in TMC. Remaining is in POET, PATH, VLN, USAR, COPX, SLV, NBIS. I have 15% port in CVX calls. Nbis is getting too unpredictable short term tbh. But NBIS leaps will definitely print. My PT is $450.
I have a love/hate relationship with Israeli tech companies, but I have held $VLN, $ARBE, $BMR, and even $NNOX. Don't forget about $INVZ, $PRZO and outside tech of $WLDS.
I agree, today I bought KULR, VLN and CPSH all very interesting companies
Anyone else looking at VLN? 👀
VLN, FNMA, FMCC maybe LAC, KRKNF
I bought a number of VLN puts this morning at the 2.5 strike when bid ask spread was around 1.1 and 1.25. I checked just now and bid values went from around 1.1 per contract to .1 in the last few hours. Was this IV crush or illiquidity or something else? Time to move on or hold? Newer to these penny stocks so trying to learn, thank you!🙏
Valens Semiconductor (VLN) ez money
You guys think VLN has room for more of a run today on the short squeeze?
$VLN pump or dump at market open? I’ve got an order queued for 1500 at market open
Your assessment is is spot on. The only thing I would add is on the long term risk assessment and how quickly their revenues will ramp higher. Full disclosure, I own 40k shares @ $1.69. Sold off 26k in last Friday’s crazy jump. - Revenue acceleration: While it’s encouraging that they are getting more design wins in automotive, these wins are slow to ramp up. Having worked in the semiconductor space, I can tell you that it takes +3 yrs before production ramps up. The ADAS applications are going to become standard in most Automotive models and as the Automotive market rebounds it will lift all of the companies associated with that industry but I think that is still a year away. It’s also encouraging that they are selling products in other markets: ProAV (large portion of revenue), industrial vision, medical equipment (new DW’s reported). These markets have a LOT of smaller customers and are not as effected by cyclicality that defines the automotive sector -Long term risk: Big guys like Texas Instruments and Analog Devices (I have worked for both in the past) are already selling SerDes in the automotive space and it shouldn’t be very hard for them to put out products that directly compete with VLN. I expect they have new IC designs that meet the MIPI A-Phy standard. So competition could smoother these guys out. However, there is the possibility that another analog company may put in a bid and buy these guys out (the new CEO looks like he has been through a few acquisitions in his past) My belief is that these guys will be profitable by beginning of CY2027. And their revenue will grow at an accelerated pace throughout 2026. My belief is that the stock price may hit $5 by the end of the year. And maybe even more if somebody buys them out. A great candidate could be MPLS (monolithic Power Systems) or someone else that already sells IC’s to automotive’s and doesn’t have a Comm’s play. Cheers
Funny things there in the video. 1. ANPA, with **P/E 1654** and market cap of USD \~1.188b (current numbers) "financial printing and corporate services provider which specializes in designing and printing high quality financial materials in Hong Kong" 2. VLN, with **P/E minus 8** (30m loss), and market cap of USD 238m and revenue of \~68m, which (baselessly) assuming 10%makes for P/E less than. "Israeli fabless manufacturing company providing semiconductors for the automotive and audio-video industries... for the distribution of uncompressed ultra-high-definition multimedia content and in-vehicle connectivity applications" Both spiked up. A billion dollar print shop and a semis company that can't make a profit in the middle of the highest demand for semis ever. Both are toxic garbage, which is why they are shorted.
Can’t find where the Canadian VLN spent $82m and how could a glitch of this magnitude consistent for so long? Not saying it won’t pop on retail idiots buying in. Im just not convinced some repricing event is going to occur, lol.
There is so much talk about this stock VLN. Some shit like ticker collision which I cannot find nor find any reputable media reporting in. I am convinced its a P&D scheme. Thinkingnkf starting a short position
Who’s ready for VLN tomorrow?
What the post is getting right 1. Valens ($VLN) balance-sheet strength • Net cash position (~$90M+ cash, no debt) is broadly accurate. • Inventory balance exists and is meaningful. • This does cap near-term dilution risk and argues against imminent distress. 2. Gross margin profile • High margins in machine vision / industrial SerDes are real. • Automotive drags blended margins, but 60%+ GM is still strong for a fabless analog/PHY company. • This places Valens Semiconductor above commodity analog peers on quality. 3. Customer credibility • Mercedes, Mobileye, Siemens, Samsung, Logitech are real customers or ecosystem partners. • These logos validate product relevance; they do not guarantee revenue scale, but they matter. 4. Relative valuation vs peers • On EV/Revenue, Valens does trade far below: • Lattice Semiconductor • MACOM Technology Solutions • A sub-3× EV/Revenue multiple for a cash-rich fabless semi is objectively low. ⸻ Where the thesis breaks down 1. “Ticker collision algorithm error” This is the weakest claim. • There is no credible evidence that Bloomberg, FactSet, Capital IQ, or StreetAccount are modeling Valens off a Toronto-listed ticker collision. • These systems do not ingest raw tickers blindly; they key off CUSIPs, ISINs, LEIs. • A persistent $82M phantom “inventory burn” across platforms would be a systemic data failure — which would already be flagged by: • Sell-side • IR • Exchange compliance Conclusion: Highly unlikely. This reads as a narrative inference, not a documented data error. ⸻ 2. “Algorithms haven’t corrected yet” • Quant models do not rely on single-line inventory deltas. • They price: • Revenue growth • Customer concentration • Automotive exposure • TAM uncertainty • Operating leverage • If there were a true financial misprint, human analysts would have front-run it already. ⸻ 3. Peer multiple selection bias • Lattice and MACOM are not clean comps: • Larger scale • Higher visibility • More diversified end markets • Valens is still: • Sub-$120M revenue • Automotive-weighted • Niche PHY-focused A fairer non-bull multiple is likely 4–6× EV/Revenue, not 10×+ without execution proof. ⸻ 4. The $8.40 price target math • The math itself is arithmetically fine. • The assumption (instant rerate to 10× EV/Revenue) is not. • Rerates in semis occur after: • Sustained revenue acceleration • Design-win conversion • Margin stability in auto ⸻ The real reason Valens is cheap (simpler explanation) No conspiracy required: 1. Small-cap semis are broadly discounted 2. Automotive PHY is cyclical and slow-burn 3. Revenue growth visibility is limited 4. AI enthusiasm favors compute, not connectivity 5. Cash-rich ≠ growth-rich (yet) This creates a value + optionality setup, not a broken market. ⸻ Bottom line • Undervalued? Yes, likely. • Algorithmic pricing error? Almost certainly no. • Asymmetric upside if execution improves? Yes. • $8+ without fundamental acceleration? Unlikely. A cleaner thesis would be: Valens is a high-margin, cash-rich fabless connectivity company priced like a no-growth analog supplier. If machine-vision and automotive SerDes inflect simultaneously, the multiple expands materially. That stands on fundamentals — without needing a ticker-collision story.
Great find. Your the best account on FinX. I think OSS is going to do better than VLN this year though so I’m going in to OSS. Will skip this
I honestly have no idea which direction to expect the market to open lol. I'll be keeping an eye on VLN, BLNE, and CETX though
If they fix the models right away, I agree there seems likely to be continued upswinging in the stock price. But if the models *do not* get fixed right away, and they still factor the "bad" fundamentals while simultaneously momentum/technical bull triggers are being hit...that seems like an interesting mix. I did notice yesterday, before settling at $2.48 at 4pm, VLN was whizzing back 'n forth between $2.56 and $2.70 for a while, in a way that seems like it could've been algos reacting to extremely contradictory inputs.
No disrespect taken. I also held some VLN calls. I sold some of those yesterday.
I understand your point. But I've been buying VLN for a few months now...with what I suppose was my subconscious assumption that the market was aware of VLN's correct balance sheet. My thoughts on why VLN was low—particularly through Q4 2025—included tariff fears, Israel fears, automotive inertia fears, the bitcoin rout, and general *under-the-radar-ness*. I still think all of those were factors, but maybe to a lesser extent in light of the ticker clash OP pointed out. I wasn't surprised that VLN was as low as \~$1.38 in the last days of December. But this past week before Friday, several times I asked myself what the hell is going on with VLN? How is it actually doing down? It started the week \~$1.60 and was down to \~$1.52 at times on Thursday. So I added some shares.
Anyone getting in VLN on Monday? https://www.reddit.com/r/pennystocks/s/7C2cIq6ae5
VLN even last year was a low margin, automotive chipmaker (low 40's gross margin) with single supplier concentration risk on Mercedes. This segment declining -37.9%. There's been a lot of material changes since then, and they were able to pivot their core IP to a new chipset for broad applications from machine vision in robotics to medical verticals, with Nvidia like 69-70% gross margins. That vertical now makes up 75%+ of their revenue (growing 40%+ Y/Y), while their automotive segment decreased 37%+. If there was no -$82M burn modeled, Valens might be trading above $10+ today with 10-12x EV Multiple (on the low end still) given to robotics and AI segments. I'd encourage you to do valuation math based on current numbers rather than just looking at a chart.
VLN has been around this price point for *years* dude.
VLN literally has $93 Million in Cash and $11M in inventory and Mercedes, Samsung, Mobile, Siemens, Logitech, LG, and others are their customers. $250m MC, $80M+ revenue, 69% gross margins for robotics (75% of revenue, 40%+ Y/Y growth). They are extremely lightweight and fabless. You can assign a 20-30% discount like Nebius on not being completely in US, but do the valuation calculations yourself and you can see this is just way off even with that applied.
This was because analysts/scanners all reported -$82 Million Burn (off their balance sheet into inventory) so algorithms modeled this as negative EV and sub 1 year runway. In reality that was mixing up the data with ticker collision with the Toronto VLN. In reality they still have $93M cash lol and $11M+ in inventory. That's why it's so cheap. Found this discrepancy on Friday. Even with the price increase it's still trading 2.4 EV/revenue, while similar companies trade 14+ (although VLN has higher gross margins at 69%, and robotics is growing 40%+ Y/Y).
I've been accumulating VLN since late Sept precisely because I thought the stock was badly mispriced, though I did not catch the ticker collision you've now caught. As of EST 9:44:45 a.m. yesterday morning, VLN was up nicely at \~$1.785. You appear to have posted your findings on X yesterday at 9:45 a.m. At 9:45:15 VLN had shot up to \~$1.95 with a volume spike to over 400k shares (all according to the chart). If algos are still factoring in the false "bad" fundamental numbers, it's interesting to consider how yesterday's strong technical move will clash with the "bad" fundamentals when the markets open back up Sunday night. Or maybe the algos will be fixed by then?
VLN was trading close to 1:1 Cash Balance/Inventory to market cap by accident this week lol. Even 50%+ brings it to 2.4 EV/revenue. Basically every other related company trades 14-18 EV/revenue while premiums go over 30. It's just severely misplaced even at $2.5 because algorithms were modeling after a nonexistent $82 million burn (which still shows up on analyst reports and scanners).
I missed it too. I'm watching VLN for something similar but perhaps not as spectacular over the next weeks. I'm not in it yet but it moved significantly yesterday on last week's news and a news release about a small amount of warrants issued.
This is interesting. I've been buying VLN since September with the general observation that the stock price did not make sense based on the (correct) balance sheet alone, and VLN's potential. I did not catch the possible market scanning error as the reason for the low price.
Valuation isn't cheap, but it's not stretched either if the growth story holds. Multiple expansion depends on execution + macro staying favorable. The setup is there, but conviction has to show up in the volume and price action. Story trades need follow-through. For anyone wanting to see how the market is treating VLN right now: https://aimytrade.io/ticker/VLN?utm_source=reddit&utm_medium=comment&utm_campaign=Shortsqueeze
clipped $3200 from VLN thank u
$VLN - check this out [https://x.com/aleabitoreddit/status/2009637599661510665?s=20](https://x.com/aleabitoreddit/status/2009637599661510665?s=20)
Rarely do you see algo make mistakes due to ticker collision. The algo messed up a $82m debt on VLN which is supposed to be on [VLN.TO](http://VLN.TO) . The $VLN company should be priced at min $7 and it is $2 right now. This ticker $VLN usually does 555k vol today it is at 45M. Free money on the table as algo will correct in the near future.
Has anyone mentioned VLN today?
VLN is steadily increasing
VLN. get it before it rips to $3-4
Did any of you guys buy $VLN
Let’s see here. $SATL for space. Don’t forget about $PL. $VLN for Israeli semi play Pay attention to $MOBX and $PRSO merger - $MOBX is either corrupt or a really amazing deal with positive YoY earnings recently released. $AKAN is a weird weed play but also setting up telecom infrastructure in Mexico? Also could be corrupt lol but with less than 800K shares could see a squeeze. Or just bankruptcy 🤣 Look at $ONDS and $REKR for railroad plays. $ONDS is also a UAV/drone company. And check out $RZLV as one of the best positioned software AI plays. If $ATCH gets their Bank of Wyoming charter, it’s game on for that stock. Oh, and speaking of money and banking…did everyone know there is a country in Wyoming that is the richest per capita in the country. So I’m intrigued who’s going to hold their money in a new bank in Wyoming 😉
You have to 1st define what is a moonshot in your opinion. do you want it to double or go 5-10x in an year. That is rare on most years and going into 2026 it looks even more remote. I think you can put in a small bet on a small cap that has huge room to grow but that should not be your defining investment strategy. Invest either in companies with strong balance and moat along with ETFs for long term wealth build out. Recent years I have had small bets that paid off but that was still a small bet. My bets were in RKLB and SOFI. Still not selling them but I dont want to call them moonshots at current valuations. One sector to look out is small cap semis. With 100s of billions to trillions of investment planned, they are the ones that could dramatically grow. Do not blindly invest but research and add them to watch list to then do a small bet if you are confident. Dont just go by what random user on reddit will recommend. Do some deep dive on micro caps like **GSIT/MRAM/ASYS/QUIK/VLN.**
VLN is finally moving a bit after the partner news and positive earnings news.
VLN-small bump yesterday in anticipation of this mornings earnings, and they significantly beat estimates on the release.
Anybody invested in VLN? Disruptive technology in niche semiconductor sector. Stock price is at a low point in yearly cycle. Conservative estimate of +50% upside in 4months. Also good for long term hold as the technology is just now starting to breakthrough with global automotive OEMs. Call options for 2026 still cheap
Anyone looking VLN? Oversold imo.
Where do you see it going for other semi conductor companies like VLN?
VLN - cheap, big moves last few days and has the word semi conductor in it.
We pumping VLN tmrw?
$GSIW Garden Stage: +49.15% $IXHL Incannex Healthcare : +32.67% $VLN Valens Semiconductor : +23.45% $MXL MaxLinear: +21.48% $BLMZ BloomZ : +14.97%
I called $PAYS at $2. I called $ACHR at $3. I called $NOTE at $0.80. I called $AISP at $2.30. I called $VLN at $1.80. ... and people forgot about me.
I keep my eye on $VLN as the Israeli semiconductor play. Also $PRZO makes EVTOL safety systems. Then there’s $RVSN which is down at the bottom again and could be a great time to begin opening a position for the Dec/Jan yearly run. I was bummed I missed the $SATX and MDA Space buyout offer. $SRVE just did a RS and has a crazy low share count of 445.7K, and then $JFBR is about to do a RS, bringing their float way down. I like Israeli stocks ;) I know their engineers are some of the best in the world, just ask $APPL about the Peagsus malware.
Israeli security companies have more room imo. $HUBC, $PRZO, $MOB, $ONDS (Israeli subsidiary). But also $INVZ, $VLN, and even the weird $JFBR.
OTC $QNCCF ripped, looking at $SCPCF next. Still watching $DGLY and low shares. Solid plays, but not today: $SUP, $SLE, $SRM. Oil plays: $TPET, $EONR Hydrogen: $PLUG Semiconductor: $VLN
$WOLF will crash. Hard. For that reason I’m sticking with the Israeli plays of $INVZ and $VLN, maybe even $LDTC as having more upside potential than $WOLF right now, plus they have 155.6M shares which makes a bigger upside potential even less. And the fact it’s getting pumped **HARD** all over Reddit should be a huge red flag for any sensible investor. https://preview.redd.it/s899mg77oexe1.jpeg?width=1170&format=pjpg&auto=webp&s=a94dbeedef533fb255d8c8bd801ecd9b71453fff
I mean, on a separate note…isn’t $VLN taking market share from $WOLF by integrating ADAS and LiDAR tech into their chips? Or do I have that wrong? I do have some $INVZ, it’s true. And $WOLF made my “potential pennies” scanner last Sunday, but admittedly I missed all the moves. So congrats - Wolves are actually very cool creatures ;)
For forget $NXU, $SES, $ABAT, $QS, $MVST. Why not $POET and companies like $NVTS or $PRSO or $VLN?
Bro, $VLN starts another buyback as early as tomorrow 3/13. The buyback on 12/27/24 did wonders for you last time. Thoughts? I'm in!
Not specific to the area you want but three stocks worth looking into: $VLN.TO, $CCJ, $AMTM
$XXII 22nd Century Announces First Partner VLN Agreement, New VLN Availability with Smoker Friendly
Its a bit of a risky market with unemployment this week and CPI next, maybe consider investing in Europe defense stocks or Israel stocks? I have bought 4K worth of VLN stocks https://www.reddit.com/r/pennystocks/s/wjhw6Gg4kZ
They wont pick europe or Canada or China cause there's trade war, USA would logically pick Israel and VLN have contracts with European companies like Seinhieser, Benz etc. ?
I’m so glad you mentioned this. I was swimming in this cove in Kauai once and these 6-8 of these giant sea turtles came out of this rocky ledge and sort of guided me away from the crashing waves smashing that rocky ledge. I realized in that sort of panicked moment (underwater)…the amazing grace and beauty in the chaos of the maelstrom all around us. I’ve stepped on a stingray (that really hurts!), and I’ve seen whales. 🐳 But I don’t know what the largest mammals swimming in the ocean has to do with your analogy! ;). JK… History… $GRRR Gorilla Announces Share Buyback of up to $6 Million as It Deems Shares to Be Undervalued https://www.stocktitan.net/news/GRRR/gorilla-announces-share-buyback-of-up-to-6-million-as-it-deems-xi632qaxfyju.html Share price for $GRRR at the time, around $3-4. Today, $30.28. Recently, this happened… $VLN Valens Adopts a Share Repurchase Program of up to $15 Million https://www.sec.gov/Archives/edgar/data/1863006/000121390025012227/ea023066301ex99-1_valens.htm So, let’s discuss your whales shall we? $SPGC CAMARILLO, CA, Feb. 03, 2025 (GLOBE NEWSWIRE) — NEWTON GOLF Company (Nasdaq: SPGC) (“NEWTON GOLF” or the “Company”), a technology-forward golf company with a growing portfolio of golf products, including putters, golf shafts, golf grips, and other golf-related accessories, announces that its Board of Directors has approved a share repurchase authorization of up to $1 million of its common stock, effective January 31, 2025 and expiring January 31, 2026. The Company may repurchase the shares in open market transactions, privately negotiated transactions, or a combination thereof. Share repurchases are subject to the Company’s discretion based on market conditions, business considerations, legal requirements, and other factors. There is no guarantee as to the number of shares that will be repurchased, and the repurchase program may be extended, suspended, or discontinued without prior notice at the Company’s discretion. “Our share repurchase authorization reflects the confidence we have in our business, our outlook for continued growth, and a path to breakeven. Growing adoption of our Newton Motion replacement shafts is a significant factor that provides us the flexibility and discretion to repurchase our common stock,” commented NEWTON GOLF Executive Chairman Greg Campbell. And… On January 29,2025, Sacks Parente Golf, Inc. (the “Company”) received a written notice (the “Notice”) from The Nasdaq Stock Market LLC (“Nasdaq”) notifying the Company that it is not in compliance with the minimum bid price requirement set forth in Nasdaq Listing Rule 5550(a)(2) due to the Company’s common stock not maintaining a closing bid price of at least $1.00 per share for a period of 30 consecutive business days. The Notice has no immediate effect on the listing of the Company’s common stock on The Nasdaq Capital Market. Normally, a company would be afforded a 180-day calendar period to demonstrate compliance with the minimum bid price requirement. However, pursuant to Nasdaq Listing Rule 5810(c)(3)(A)(iv), the Company is not eligible for any compliance period specified in Rule 5810(c)(3)(A) due to the fact that the Company has effected a reverse split within the prior one-year period. Accordingly, unless the Company timely requests a hearing before a Hearings Panel (the “Panel”), the Company’s securities would be subject to delisting. The Company intends to timely request a hearing before the Panel. The hearing request will automatically stay any delisting action pending the hearing and the expiration of any additional extension period if granted by the Panel following the hearing. There can be no assurance that the Panel will grant the Company an additional extension period or that the Company will ultimately regain compliance with all applicable requirements for continued listing on The Nasdaq Capital Market.
IVVD - for covid and flu play; recent pullback as one of the repurposing for its covid drug has not been approved, great price at present VLN - grossly undervalued chip play
VLN or go all in on SGOV.. I’m making $125 a month
Another buyback approved? $15M or another 5% of the mkt cap. $VLN
I'm in the second/third run of OPTT and LITM. Some other stocks that I've picked recently: BAER, BTM, RECAF, UNCY, VIGL, VLN And also, not penny but AMD today, nice price on pre market :) Would like to hear from you what you think guys.
VLN - just partnered with senheiser, good P/E ratio good debt and cash flow, great potential, absolute bargain - and from Trump's favourite country https://newsroom.sennheiser.com/sennheiser-endorses-valens-semiconductor-extension--for-teamconnect-bar-solutions
I would suggest you to look at VLN - semiconductor from israel, very desirable debt ratio and acceptable P/E ratio
Sold some of nvidia gains to get some RVSN, consider looking at VLN as well - also israeli based company but one of the biggest semiconductor companies
XXII is in a unique position as the only company with [FDA-compliant reduced nicotine cigarettes that meet the new 0.7mg/g standard]. Their recent regaining of NASDAQ compliance and debt reduction from $13.3M to $3M shows they're getting their house in order. But the financials are still rough - negative margins, huge cash burn, and their VLN product only brought in $70k revenue over 9 months.
LODE, KULR, and VLN I feel are about to fly or keep flying (for KULR)
Any thoughts on VLN , MVST or BBAI? Thinking of grabbing some Monday
Any thoughts on VLN , MVST or BBAI? Thinking of grabbing some Monday