$VICR up 13% after hours following a Q3 revenue guidance raise to 30%+ sequential growth.
I added this to my semi bucket just two days ago around $280 — pure timing, no inside info. The thesis was straightforward: as AI chips scale in performance, they need more power. $VICR specializes in high-density power delivery for AI GPUs and ASICs.
Sometimes the best setups are the simplest. Power infrastructure isn't sexy, but it's critical — and right now, it's working.
I added this to my semi bucket just two days ago around $280 — pure timing, no inside info. The thesis was straightforward: as AI chips scale in performance, they need more power. $VICR specializes in high-density power delivery for AI GPUs and ASICs.
Sometimes the best setups are the simplest. Power infrastructure isn't sexy, but it's critical — and right now, it's working.
