$VICR 0.50 Developing

Notable posts

• @StockSavvyShay bullish 883 eng

  WHO GETS PAID TO TURN AI DATA CENTERS ON U.S. data centers above 100MW are set to explode this decade but power, interconnects and electrical infrastructure determine how much of that pipeline actually gets built: What gets the data center online • $GEV sits at one of hardest bottlenecks with a $176B backlog stretching into 2031 & equipment pricing already more than 20% above Q4 2025 • $VRT captures ~$3.8M per AI MW from grid to rack & is moving further upstream through UtilityInnovation Group adding behind the meter power that can bypass interconnection delays. • $BE attacks same problem differently with onsite fuel cells letting data centers generate power without waiting years for the grid. • $FPS sits between the substation & building through switchgear & transformers with utilization still around 30% against capacity being built to support as much as $5B of revenue. Who already owns the power • $IREN, $CIFR, $CORZ, $APLD & $WULF already control power and interconnects from their bitcoin infrastructure which is why IREN could go from 5MW of active AI capacity toward a 480MW target in roughly a year since the scarce asset is energized land. • $VST owns generation already connected to grid giving it direct exposure to rising data center power demand while others wait through interconnection queues. • $CEG pairs an already interconnected nuclear fleet with hyperscaler demand giving it one of cleanest ways to monetize 24/7 power scarcity through long term contracts. What gets paid inside the rack • $ON $NVTS become more important as AI moves toward 800V DC in 2028 since content per rack could rise from ~$15K toward ~$115K as more of the power conversion stack moves inside system. • $VICR is one of purest plays on converting and delivering power efficiently close to the processor as rack densities rise. The market can announce hundreds of new data centers but a ton of the value accrues to whoever controls the power, interconnects and electrical infrastructure required to make them operational.

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• @StockSavvyShay neutral 793 eng

  THE 5 LAYERS OF AI POWER DELIVERY 1. Facility Power Intake • $CAT supplies backup generation • $GEV supplies grid equipment & gas turbines • $ETN provides switchgear, ATS & electrical distribution • $HUBB supplies grid & power distribution components • $NVT provides enclosures & electrical protection systems • $BE supplies on-site fuel cell power that helps bypass grid constraints 2. AC-to-DC Conversion • $ON supplies silicon carbide power devices • $POWI provides high-voltage AC-to-DC conversion ICs • $TXN provides power supply controllers & conversion ICs 3. Intermediate Bus Conversion • $VICR provides high-density intermediate bus modules 4. Point-of-Load • $AOSL supplies integrated power stages • $MPWR supplies point-of-load power for Nvidia systems • $ADI provides multiphase controllers & power management • $STM supplies SiC, GaN & power-management components for next-generation AI power delivery 5. The 800V DC Transition • $NVTS is working with $NVDA on its 800V HVDC roadmap • $VRT captures the transition through rack power, UPS & cooling infrastructure

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• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @StockSavvyShay bullish 734 eng

  $NVDA VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with $MU, $SKHY & Samsung supplying the DRAM & HBM feeding Rubin accelerators while $SNDK adds exposure to storage layer around AI systems • Advanced packaging runs through $TSM, $AMKR & $INTC for foundry, packaging & assembly while $AMAT, $LRCX, $KLAC, $ASML, $TER & $AEHR provide equipment & testing needed to manufacture complex AI chips • Optical networking spans $COHR, $LITE & $AAOI in optical modules, $AVGO & $MRVL in switching silicon, $CRDO & $ALAB in high-speed connectivity & $GLW, $CIEN, $NOK & $ANET across fiber & network infrastructure • 800VDC power reaches from power semiconductors with $STM, $ON, $NVTS, $POWI & $WOLF into power management with $MPWR, $ADI, $TXN & $VICR • Power infrastructure & cooling sit downstream with $VRT, $ETN & $GEV supplying electrical distribution, backup power & thermal systems needed as rack densities keep rising • Compute systems bring full rack together through $DELL, $HPE & $SMCI which integrate Nvidia compute, networking, memory & power into deployable AI systems

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• @Venu_7_ bullish 271 eng

  The market is quietly preparing for its next major window of opportunity. Why I think we’re getting close: - Nearly 4 months of consolidation - Breadth has continued to weaken - Sentiment has been terrible - More leaders are quietly building solid bases Pay attention to the leaders and ignore the noise for the next couple of months. AI Infra / Semis: $NBIS $SMTC $ASX $MXL $INTC $BE $GLW $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $NTAP $FORM $IMOS $VIAV $CLS $KEYS $SKHY $VICR $HPQ $HPE $DELL $TER Software / AI: $SHOP $ZETA $CRM $NOW $PLTR $ABNB $FIVN $TEAM $TWLO $FROG $U $SNOW $DDOG Cybersecurity / Cloud: $CRWD $NET $FTNT $PANW $RBRK $S Crypto: HOOD MSTR IBIT ETHA COIN CRCL Do the homework now. When the window opens, you want to be ready to capitalize.

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• @Venu_7_ bullish 163 eng

  Want to find potential market leaders BEFORE their major moves? Study CAN SLIM. CAN SLIM is one of my favorite frameworks for finding potential market leaders, introduced by legendary William O’Neil. C - Current earnings growth A - Annual earnings growth N - New products, catalysts or new highs S - Supply + demand L - Leaders, not laggards I - Institutional sponsorship M - Market direction I spent some time screening AI + Tech names using this framework, while also looking for strong relative strength + stocks still building bases rather than chasing extended breakouts. A few names on my radar: $NVDA $ANET $PLTR $CRWD $MU $RBRK $NET $FTNT $PANW $LITE $SMTC $AMD $CLS $NOW $SNOW $DDOG $CRDO $FORM $HPE $COHU $VICR $FPS $IMOS $ASML $TSM Not every name will check every CAN SLIM box at the same time - and even the best company can be a bad entry if you’re chasing it after a major move. The real edge is finding companies where earnings are accelerating + relative strength is improving + institutions are accumulating while the stock is still building a healthy base. That’s when I want the name on my radar Fundamentals tell me WHAT to own. Technicals tell me WHEN to build the position.

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• @Venu_7_ bullish 147 eng

  Semiconductor names have gone through one of the biggest resets in this correction. The majority of these names are now testing their 200-day moving averages while continuing to post strong earnings beats and, in many cases, raised guidance. Technically, the charts are still damaged and will need time to repair. But the important thing is that many are holding their 200-day moving averages which is a very important level. Fundamentally, If you look at EPS growth estimates over the next 2-3 years, semiconductor names still have some of the strongest growth in the market and remain the biggest beneficiaries of the AI infrastructure boom. $NVDA $AVGO $FORM $CLS $CRDO $ALAB $COHR $LITE $COHR $MRVL $LRCX $AMD $TSM $BE $MU $SNDK $DRAM $VSH $TSEM $VICR $ANET $APH $GLW $DELL $HPQ

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• @Venu_7_ bullish 130 eng

  $VICR +11.5% AH 🟢 Vicor just raised Q3 revenue guidance to 30%+ sequential growth. One of my newest additions - added $VICR to my semi bucket just 2 days ago around $280's Had no idea this guidance raise was coming. Why $VICR? Simple - AI chips are getting more powerful and need more power. $VICR is my way of playing that trend through high-density power delivery for AI GPUs/ASICs.

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