$VICR up 11.5% after hours following a strong Q3 revenue guidance raise — now expecting 30%+ sequential growth.
Added this one to my semi bucket just two days ago around $280. Timing was pure luck, had no clue this was coming.
The thesis is straightforward: AI chips are getting more powerful and need more power. Vicor specializes in high-density power delivery for AI GPUs and ASICs. As compute scales, so does the power infrastructure behind it.
This is one way to play the AI buildout beyond the usual suspects. Power delivery is becoming a bottleneck, and $VICR is positioned right in that supply chain.
Added this one to my semi bucket just two days ago around $280. Timing was pure luck, had no clue this was coming.
The thesis is straightforward: AI chips are getting more powerful and need more power. Vicor specializes in high-density power delivery for AI GPUs and ASICs. As compute scales, so does the power infrastructure behind it.
This is one way to play the AI buildout beyond the usual suspects. Power delivery is becoming a bottleneck, and $VICR is positioned right in that supply chain.
