Analyst teased small-cap semiconductor pick (Valens, $VLN) at end of April; position up +120% on shares at time of tweet.
Small-cap semiconductor sector thesis; strong execution on timing.
The small-cap semiconductor pick that I teased below, at the end of April, was Valens $VLN -- that stock has now *more than doubled* for us, +120% on shares https://t.co/DvkepXV8Ne
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.9% | +0.6% |
| 1 week | -7.7% | -8.0% |
| 1 month | -38.0% | -36.2% |
| 3 months | — | — |
| 6 months | — | — |