VICR Vicor Corp Loading... : Bullish and Bearish Analyst Opinions
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15:59
Jun 30
Jun 30
Named as standout high-efficiency power electronics play with modular solutions purpose-built for AI servers; thematic basket mention.
MED
04:54
Jun 25
Jun 25
Author explicitly states Vicor supplies the custom 25kW power delivery for every WSE-3 and notes 'VICR content in each WSE is not too far from TSMC's content' — direct and substantial revenue exposure
Author explicitly states Vicor supplies the custom 25kW power delivery for every WSE-3 and notes 'VICR content in each WSE is not too far from TSMC's content' — direct and substantial revenue exposure to Cerebras's production ramp.
Risk: Customer concentration risk; Cerebras's sales growth could slow or shift suppliers.
12:46
Jun 24
Jun 24
Niche but critical for frontier racks with high current and thermal compliance with liquid cooling. Benefits from 800V power architecture shift and rising content per MW.
HIGH
13:28
Jun 22
Jun 22
Buy Vicor as a high-voltage power conversion specialist; the shift from 5kW to 30kW per-unit power delivery in NVIDIA's Rubin Ultra sidecar architecture drives ~10x increase in semiconductor content per unit, directly benefiting Vicor's high-density power module product line.
MED
14:59
Jun 21
Jun 21
Long VICR via Jan 2028 $400 calls for Power Semi exposure. Quoted context supports thesis: new $2.5B revenue goal at 70% GM, accelerating royalty/licensing, gen2 VPD ramp with hyperscaler/OEM, and potential NVDA fab partnership as major upside catalysts.
HIGH
20:05
Jun 18
Jun 18
Author names these tickers on a personal focus/watchlist alongside a portfolio update; no explicit position language or directional thesis attached to any individual name.
LOW
11:52
Jun 09
Jun 09
Watch VICR as a mid-cap AI-exposure name in a thematic basket; author does not hold it but flags potential upside relative to already-run large-cap AI names.
MED
06:51
Jun 08
Jun 08
Watch this crowdsourced community basket of 800V DC power-related names. The list was compiled from crowd submissions, not the author's own picks — author explicitly distances themselves ("your favorite ideas," "we'll see how your highest conviction ideas do"). No author ownership implied.
MED
06:23
Jun 08
Jun 08
Community-crowdsourced 800V DC power semiconductor watchlist. These are power semi names (Infineon, ON Semi, Vicor, Littelfuse, Vishay, Power Integrations, Alpha & Omega) flagged by followers as high-conviction 10x candidates in the NVDA-driven 800VDC shift. Author-compiled, not author-owned.
MED
20:12
Jun 07
Jun 07
Watch VICR as a named power-conversion beneficiary of Rubin Ultra higher-voltage rack architecture; the tweet is a report preview without explicit ownership or buy language.
MED
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
About VICR Analyst Coverage
Buzzberg tracks VICR (Vicor Corp) across 17 sources. 25 bullish vs 0 bearish calls from 17 analysts. Sentiment: predominantly bullish (45%). 55 total trade ideas tracked. Latest voices: __con_, Rudy & Rooster, Outlier Capital.