$VLN · 海外大V持仓追踪

$VLN 现在是什么情况？

最近有人说了 $VLN 什么？

下面是最近 8 条提及 $VLN 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-04-11中性原文
  Serenity's Follower Picked Hyperbolic 10x ETF Performance. Week 1: +12.39% $AEHR: +56.72% ($45.08 -> $70.65) $AAOI: +39.63% ($108.86 -> $152.00) $SIVE: +35.35% (9.9 SEK -> 13.4 SEK) $ENAFF: +31.58% ($1.71 -> $2.25) $AL2SI: +25.44% (28.70 EUR -> 36 EUR) $ENVX: +21.30% ($5.07 -> $6.15) $BZAI: +18.99% ($1.79 -> $2.13) $POET: +16.04% ($6.11 -> $7.09) $WATT: +14.81% ($15.8 -> $18.14) $HGRAF: +14.48% ($4.49 -> $5.14) $VLN: +13.79% ($1.16 -> $1.32) $LPK.DE: +13.20% (6.59 EUR -> 7.46 EUR) $FLY: +13.09% ($33.16 -> $37.50) $VPG: +11.63% ($44.7 -> $49.90) $PLAB: +9.86% ($40.87 -> $44.90) $TRT: +8.33% ($5.88 -> $6.37) $EQR.AX: +7.94% (.315 AUD -> .34 AUD) $LASR: +7.92% ($60.7 -> $65.51) $ASPI: +6.67% ($4.2 -> $4.48) $P4O.DE: +5.69% (6.85 EUR -> 7.24 EUR) $EOS.AX: +3.11% ($9.00-> $9.28) $ADUR: -0.29% ($10.37 -> $10.34) $MITK: -2.52% ($13.9 -> $13.55) $ALCJ: -3.41% (2.05 EUR -> 1.98 EUR) $TMC: -5.01% ($4.59 -> $4.36) $QURE: -9.94% ($17.21 -> $15.50) $EONR: -20.00% ($.9 -> $.72) Top 3: 1. $AEHR: +56.72% 2. $AAOI: +39.63% 3. $SIVE: +35.35% Honorable mention $ENAFF with a 31.58% return. Weighted average was 12.39%. Honestly not bad everyone, you beat year index returns in just 1 week.
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• 2026-04-03看多
  Serenity 粉丝最爱的股票抛物线增长 ETF： 史上最受期待的 ETF： $TRT - $5.88 $HGRAF - $4.49 $SIVE - 9.9 SEK $QURE - $17.21 $AEHR - $45.08 $ENVX - $5.07 $ASPI - $4.2 $EONR - $11.79 $LPK.DE - 6.59 EUR $MITK - $13.9 $EQR.AX - .315 AUD $WATT - $15.8 $VLN - $1.16 $BZAI - $1.79 $TMC - $4.59 $ALCJ - $74.57 $POET - $6.11 $AAOI - $108.86 $ADUR - $10.37 $P4O.DE - 6.85 EUR $PLAB - $40.87 $FLY - $33.16 $LASR - $60.7 $AL2SI - 28.70 EUR $ENAFF - $1.71 $VPG - $44.7 $EOS.AX - $9.00 这些名字里有 1/3 我都没听说过，但如果我的粉丝们对他们选的名字能涨 10 倍有高度信念…… 那我也一样。
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• 2026-03-26中性原文
  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 book value - Markets don't like stocks from Israel like $ETOR for some reason (lost a lot on that too). I still think it's undervalued. Net assets ($92.6M pure cash) vs. $132M MC. Net assets is $105M with zero debt. So EV is ~$27M? For a growing company with 60% GAAP gross margins on $70.6M FY 2025 revenue. So valuation looks stupid. But somehow stocks operate that way.
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• 2026-03-20看多原文
  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 endless jealously or random comments like: - "Only trading with $2K unless they show net worth": I don't need to post lambos/fancy watches like other influencers to prove I'm a good trader. My opinion is ideas what matters the most, and the % return validates that they're correct in the market. - "Pump and Dump": Almost every stock held their gains like $AXTI is up 500%+? Most of my returns are unrealized. Every high conviction stock I've named over time since starting is green: $NBIS, $CRCL, $TSM, $RKLB, $HOOD, $ALAB, $CRDO. There's new ones like $RDDT but that's only down ~6-8% and needs time to play out. There's other smaller picks $LPTH or $VLN that haven't but they're only down like 10% from posting or more depending on entry point and don't just crash because they're all fundamentally good picks. I post tens of stocks, so cherry picking a few that haven't played out yet to represent everything I've done is just ridiculous. If people just take the equal weighted average of everything they're way green. - "Stealing Picks": Many of these stocks have been around for years. Thousands of different people have been long at one point in time. The reason markets react differently is I either bring novel information synthesis to a post, or I time it with a catalyst others don't. People were claiming they found $OSS first, but the reason it went up from $6 was because I linked it to Venezulea's invasion (which was novel). Just saying "edge AI, go long on $OSS doesn't mean anything". People were claiming they found $RPI first, but the reason it went up was because I was the first to link it OpenClaw as an investment thesis (which was novel). People claiming "raspberry pi for personal use doesn't mean anything". List goes on and on with $SOI or $SIVE or any other stock. I'm not claiming I'm the first either to stuff like $TSEM or $NBIS either, that's already a well known photonics foundry or neocloud, I personally just liked it and wanted to hop ont he bandwagon. People can say anything they want but markets are the final arbiter of truth.
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• 2026-03-14中性原文
  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. For things like $SNAP I flipped bearish when SBC didn’t go down materially and exited my positions. But gcloud opex + monetization can materially flip it if Evan cuts SBC. $VPG i published news on Optimus BOM switching to Chinese suppliers for production. I’m actually bullish on war stocks again, drone companies, and $LPTH again due to recent conflicts. That was following the Venezuela conflicts. $OSS is up like 80%? $VLN I still think it’s undervalued but it’s around the same price I posted. People are still screenshotting me saying I’m bullish on $IREN from last year but if they launch a $6 billion ATM, I can turn bearish. Think people mistake being bullish in one point in time to married to a stock, when things materially change based on catalysts. That being said I still like things like $LPTH and $OSS, nothings changed about germanium bottlenecks or edge computing. And like $NBIS sometimes they need time to play out.
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• 2026-03-02中性原文
  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 like $ETOR to $VLN? Or its multifaceted since defense makes up a large weighting of the Israel stock exchange. Still doing more research since this is new to me.
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• 2026-02-25看多原文
  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 markets heavily discount Israeli companies for some reason like $ETOR. Even after Etoro earnings it barely recovered. We’ll see in their upcoming earnings today.
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• 2026-02-25中性原文
  @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 companies like $ETOR or $VLN
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