$VICR 0.57 Developing

Notable posts

• @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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• @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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• @wallstengine bullish 127 eng

  VICOR $VICR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $143.4M (Est. $138M) 🟢; 26.9% QoQ 🔹 EPS: $1.04 (Est. $0.62) 🟢; +14% YoY 🔹 Backlog: $380M; +145% YoY Other Q2 Metrics: 🔹 Gross Margin: 58.0%; -730 bps YoY 🔹 Net Income: $49.8M; +21% YoY 🔹 Cash Flow from Operations: $34.0M; -48% YoY Comments: 🔸 “Rising demand across high-performance compute, automatic test equipment, and industrial, aerospace and defense applications is absorbing increased capacity within our first ChiP fab. As we get closer to full capacity utilization, we are taking steps toward a second fab for high current density 2(nd) Gen VPD ChiPs.” 🔸 “AI OEMs and Hyper-scalers are at a loss dealing with the current density and PDN limitations of 1(st) Gen. VPD systems. … With its 2(nd) Gen VPD IP, Vicor is uniquely equipped to overcome the power system challenges standing in the way of future advances in TPUs, GPUs and Wafer Scale Engines.”

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• @AhmetSunelcan1 bullish 83 eng

  $VICR için 355 dolardan alım emri girdim. Vicor'un hissedarlar toplantısında açıkladığı yeni gelir hedefi 2,5 milyar dolar ve brüt kâr marjı hedefi %70 oldu. Bir yıl önceki hedef ise %60 brüt kâr marjıyla yalnızca 1 milyar dolardı. Bu nedenle şirkete olan güven aralığım ve portföydeki güven seviyem benim için arttı.

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• @cevikfinance neutral 87 eng

  Lin'in paylaştığı tablodaki yeni nesil liderler hangileri olabilir diye ücretli kullandığım 4 farklı yapay zekaya sordum. Sonuç böyle: $AAOI, $FORM, $ICHR, $AEHR, $VICR, $NVTS, $DOCN, $UCTT, $WULF, $HUT, $OUST, $PENG, $AMBQ, $POET, $MRAM, $STRL, $WYFI https://t.co/UvVveXjbju

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• @WOLF_Financial bullish 55 eng

  Here are the top 20 best performing companies worth more than $10B so far in 2026 SanDisk $SNDK +820.36% 🟢 Applied Optoelectronics $AAOI +364.29% 🟢 Western Digital $WDC +333.17% 🟢 Arm Holdings $ARM +302.03% 🟢 Micron $MU +297.32% 🟢 Seagate $STX +288.62% 🟢 Bloom Energy $BE +278.54% 🟢 Marvell $MRVL +265.47% 🟢 Intel $INTC +263.12% 🟢 DigitalOcean $DOCN +260.08% 🟢 Silicon Motion $SIMO +246.99% 🟢 Nebius $NBIS +242.50% 🟢 Dell $DELL +225.31% 🟢 TTM Technologies $TTMI +213.68% 🟢 United Micro $UMC +206.36% 🟢 Vicor $VICR +202.34% 🟢 STMicroelectronics $STM +202.20% 🟢 Sterling $STRL +181.45% 🟢 Powell $POWL +179.69% 🟢 Hut 8 Mining $HUT +170.88% 🟢

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• @AhmetSunelcan1 bearish 25 eng

  $VICR ve $ADEA azaltıldı.

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