VNP.TO is experiencing significant social media buzz due to a recent $18 million Pentagon contract for critical semiconductor materials. This, combined with strong Q325 results showing record EBITDA and revenue growth in space solar and AI-related energy sectors, is driving increased investor interest.
VNP.TO refers to the cryptocurrency project VNPT, which is focused on advanced materials for semiconductors and renewable energy.
Top posts by engagements in the last [--] hours
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"$VNP.TO finally seeing some movement thanks to this new contract. $18m is chump change for (their TTM revenue is $350m) but this is an interesting business that will continue to benefit from nearshoring of rare metals (germanium) space and solar tailwinds. Not a commodities person but $VNP.TO has a lot going for it at 14x EV/EBITDA: - Vertically integrated from rare metals to specialty semis - First-mover advantage in space solar - Operating leverage due to scale & pricing power - Growth potential in new segments (med imaging) https://t.co/nmFTu1NIpL Not a commodities person but $VNP.TO has a"
X Link @KairosPraxis 2026-01-30T22:15Z [----] followers, [----] engagements
"@aleabitoreddit have a look at $vnp.to everyone is sleeping on this they just had a $18m deal with pentagon one of the biggest western producer for GaN GaaS indium bottlenecks (solar/space/ai) and others REEs financials excellent growth at [--] digits/year margin doubled in 2025"
X Link @jimcx0 2026-01-30T16:55Z [---] followers, [----] engagements
"long solar long tungsten long gallium GaN GaAs few understand that i am perfectly positioned for the trade of the decade exposed to : solar/ai/datacenter/semiconductor/space/REEs/china vs west/supply chain bottleneck with two stocks : $EQR.ax $EQR / $VNP $VNP.to It's time for a rotation from speculative metals to bottleneck metals/REEs like #tungsten or #GaAs #GaN I am extremely well positionned $EQR / https://t.co/bnxs0ZMZXn & $VNP / $VNP.to Buy what will keep growing on fundamentals not only on speculative sentiment It's time for a rotation from speculative metals to bottleneck metals/REEs"
X Link @jimcx0 2026-01-30T10:31Z [---] followers, [----] engagements
"5N Plus $VNP $VNP.TO Management Report - Q325 "5N+ has once again delivered an outstanding quarter including record quarterly Adjusted EBITDA and its strongest quarterly revenue in a decade" +53% rev: terrestrial renewable energy (datacenter/ai) +41% rev: space solar power"
X Link @jimcx0 2026-01-30T10:15Z [---] followers, [----] engagements
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