$VICR breaking out hard — clean Stage 1 setup with revenue projected up 85% and EPS expected to 2.5x over next two years.
Vicor makes high-density power delivery systems for AI GPUs and ASICs. As AI chips get more powerful, power delivery becomes the bottleneck. That's the trade thesis.
This is classic AI supply-chain rotation — not the obvious names, but the picks-and-shovels plays that benefit from the same infrastructure build-out. Worth watching if you're hunting for less crowded AI exposure with strong fundamentals backing the breakout.
Vicor makes high-density power delivery systems for AI GPUs and ASICs. As AI chips get more powerful, power delivery becomes the bottleneck. That's the trade thesis.
This is classic AI supply-chain rotation — not the obvious names, but the picks-and-shovels plays that benefit from the same infrastructure build-out. Worth watching if you're hunting for less crowded AI exposure with strong fundamentals backing the breakout.
