VICR Vicor Corp Loading... : Bullish and Bearish Analyst Opinions
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13:24
Jun 01
Jun 01
The author discloses a numbered portfolio of 11 current long positions by size and a separate focus list of 18 tickers for watchlist monitoring, expressing gratitude to followers for supporting his full-time trading career dream.
LOW
23:55
May 31
May 31
Watch VICR with caution — modular power modules are relevant to the 800VDC theme, but author believes significant upside has already been priced in over the past year, reducing near-term appeal relative to smaller-cap alternatives.
MED
12:49
May 31
May 31
Watch VICR in the 800VDC theme but with caution — author believes significant upside is already priced in after ~1 year of appreciation, making risk/reward less attractive versus smaller-cap alternatives.
MED
18:58
May 27
May 27
The author discloses a large portfolio of long positions in small-cap tech and energy stocks, with numbered holdings by size and a focus list, expressing personal conviction and gratitude for support toward making trading a full-time career.
LOW
08:55
May 27
May 27
Watch Vicor as an affected/read-through name in the context of Infineon's price adjustment notice; potential competitive or supply-chain implications for power conversion peers.
MED
15:01
May 26
May 26
Buy these power semiconductor names as the entire sector is expected to rally, driven by AI data center demand and a favorable re-rating environment, with NVTS serving as the bellwether.
MED
13:24
May 26
May 26
Long VICR following raised Q2 revenue guidance and a new licensee for its power system technology, with a bullish call option position indicating conviction in further upside.
HIGH
17:41
May 24
May 24
The author provides a data-driven summary of crowd-sourced stock picks for the power semiconductor theme without expressing any personal bullish or bearish conviction on the tickers.
21:56
May 21
May 21
Long Vicor as a direct beneficiary of AI data center power infrastructure demand, confirmed by ADI's strong power portfolio growth.
HIGH
17:58
May 14
May 14
The trader sold positions in VICR, WYFI, DGXX, and BTBT while setting a limit buy order for CBRS at $280, indicating a cautious wait-and-see approach without a clear forward-looking directional thesis.
HIGH
18:39
May 13
May 13
Jukan highlights SemiAnalysis data showing Vicor components per Cerebras wafer rival TSMC's $20k wafer value, implying potential revenue upside but without an explicit forward-looking trade call.
HIGH
18:18
May 13
May 13
Vicor supplies custom power delivery modules for each WSE-3 engine block, delivering 25kW via 84 Vicor power bricks. The article states 'VICR content in each WSE is not too far from TSMC’s content,' m
Vicor supplies custom power delivery modules for each WSE-3 engine block, delivering 25kW via 84 Vicor power bricks. The article states 'VICR content in each WSE is not too far from TSMC’s content,' meaning Vicor is a major BOM contributor. Cerebras's ramp directly benefits Vicor.
Risk: Customer concentration; Vicor's revenue is heavily dependent on Cerebras shipments; any delays or cancellations in the OpenAI deal hurt Vicor.
14:55
May 11
May 11
The author summarizes proxy plays for a Labubu-related theme but provides no forward-looking directional opinion, only listing tickers from a prior discussion.
HIGH
13:46
May 11
May 11
Long VICR as a high-conviction proxy for Cerebras’s AI wafer‑scale engine ramp, backed by confirmed design‑win and likely lead‑customer relationship; valuations justify only if deployment scales.
HIGH
12:30
May 11
May 11
The article explicitly names Vicor as the power delivery monopoly enabling Cerebras' wafer-scale chips, with a fab-filling order from Cerebras that could double Vicor's revenue. While the author does
The article explicitly names Vicor as the power delivery monopoly enabling Cerebras' wafer-scale chips, with a fab-filling order from Cerebras that could double Vicor's revenue. While the author does not hold or recommend VICR, the detailed math and 'durable' monopoly thesis imply a strong beneficiary of Cerebras scaling.
Risk: Customer concentration on Cerebras; any execution miss at Cerebras could hit Vicor's growth trajectory.
21:09
May 10
May 10
The author suggests retail investors consider infrastructure plays VICR, WYFI, and DGXX as proxies for the highly-valued Cerebras IPO.
20:09
May 10
May 10
Monitor VICR as a potential beneficiary of Cerebras AI ramp, but extreme valuation (85.8x P/E) and lack of explicit buy/sell call make it a watch, not an active trade.
HIGH
06:05
May 10
May 10
The author states no preference while listing three tickers VICR, WYFI, and DGXX in a reply, offering no directional view or market impact.
HIGH
05:15
May 10
May 10
Listed as a proxy play for an upcoming IPO, no directional commitment from the speaker in this tweet.
HIGH
05:13
May 10
May 10
Long VICR as a proxy play for the IPO, with the additional catalyst that CBRS is using VICR (based on a picture), reinforcing the proxy thesis.
HIGH
17:36
May 06
May 06
Author details Vicor's proprietary FPA/VPD technology for vertical power delivery directly beneath the GPU, noting Q1 2026 backlog up 70% QoQ to $300.6M. This positions Vicor uniquely for the 'last 1c
Author details Vicor's proprietary FPA/VPD technology for vertical power delivery directly beneath the GPU, noting Q1 2026 backlog up 70% QoQ to $300.6M. This positions Vicor uniquely for the 'last 1cm' conversion as GPU TDP rises to 1,400W requiring more current (2,000A).
Risk: NVIDIA's diversification of power sourcing could reduce Vicor's share in next-gen platforms; customer concentration and technology transition risk.
22:54
May 04
May 04
Long analog/power semi names as AI data center TAM expands for board-level power; near-term validation of category despite longer-term competitive pressure from ON.
HIGH
22:09
May 03
May 03
Long Vicor Corporation (VICR) — explicitly named in Citrini's disclosed 'AI Power Plumbing' basket of analog semis making PSUs and power components; basket member with forward-bullish 'still have a long way to go to match the re-rating of names in memory, optics and compute.'
HIGH
21:13
May 01
May 01
The author lists several semiconductor tickers in a reply without expressing any forward-looking opinion or directional view on them.
HIGH
23:15
Apr 30
Apr 30
Bearish view on Vicor (VICR) as MPS's integrated monolithic solution threatens specialized high-density power competitors; share loss risk.
HIGH
23:06
Apr 30
Apr 30
Bearish view on VICR as MPS's integrated approach threatens Vicor's high-density power modules.
HIGH
19:39
Apr 30
Apr 30
Long MPWR, POWI, AOSL, VICR as power-related chip makers that will benefit from the surge in custom ASICs and silicon for AI infrastructure over the next 3-5 years.
MED
19:39
Apr 30
Apr 30
Long MPWR, POWI, AOSL, VICR as power-related chip makers that will benefit from the surge in custom ASICs and silicon for AI infrastructure over the next 3-5 years.
MED
15:42
Apr 28
Apr 28
Long $VICR — power semis could be new leading theme with NVDA 800V architecture; first pullback to rising EMA.
MED
14:10
Apr 28
Apr 28
Long $VICR — first pullback in power semi names; speaker dipping into cookie jar as most pull back to rising 10 EMAs.
MED
About VICR Analyst Coverage
Buzzberg tracks VICR (Vicor Corp) across 14 sources. 22 bullish vs 0 bearish calls from 14 analysts. Sentiment: predominantly bullish (49%). 45 total trade ideas tracked.