VICR Vicor Corp Loading... : Bullish and Bearish Analyst Opinions
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05:44
Sep 02
Sep 02
Vicor named for high-density rack power.
Named as related value chain for high-density rack power in AI infrastructure; no explicit directional view.
LOW
05:37
Sep 01
Sep 01
The author analyzes the 800VDC AI power delivery value chain as a research thesis.
The author analyzes the 800VDC AI power delivery value chain as a research thesis, listing multiple beneficiaries without stating any personal positions or explicit buy calls.
07:22
Aug 27
Aug 27
This is a research reading list mapping the AI infrastructure value chain across 19 layers.
This is a research reading list mapping the AI infrastructure value chain across 19 layers, presenting factual coverage and supply-chain analysis without any explicit positions or forward-looking trade calls.
07:05
Aug 27
Aug 27
Author shares a value chain research map following Nvidia earnings.
Author shares a value chain research map following Nvidia earnings, listing beneficiaries as watchlist context without stating any personal positions or forward calls.
06:54
Aug 27
Aug 27
"Power, grid, datacenter names listed"
"AI-infrastructure value-chain names across power, cooling, grid, generation, construction, and powered land are listed as beneficiaries; no explicit directional commitment or trade call."
LOW
22:45
Aug 15
Aug 15
Author slowly building new VICR long position
Author is actively initiating a long position in VICR, building slowly over time; no specific catalyst stated beyond personal conviction, indicating a deliberate medium-term accumulation thesis.
MED
12:41
Aug 15
Aug 15
The author expresses a positive outlook on Vicor, noting the next 12 months as crucial.
The author expresses a positive outlook on Vicor, noting the next 12 months as crucial, implying a forward-looking bullish view on the stock.
12:38
Aug 04
Aug 04
AI supply chain reshoring benefits power/cooling names
Buy Western power and cooling infrastructure names as AI supply chain geopolitical restrictions expand beyond optics; speaker frames these as physical bottleneck beneficiaries of China-dependent supply chain displacement.
MED
01:54
Aug 04
Aug 04
The author provides an educational article and investment framework regarding power.
The author provides an educational article and investment framework regarding power infrastructure companies involved in AI, but does not express a personal position.
01:45
Aug 04
Aug 04
Vicor named in AI power bottleneck analysis
Named as one of four companies closest to the AI data center power delivery bottleneck in a long-form technical explainer; no directional recommendation made by author.
MED
01:37
Aug 04
Aug 04
Vicor is named among the four companies closest to the power delivery bottleneck; its high-density modular power converters directly address the article's central problem of delivering >1kW to sub-1V
Vicor is named among the four companies closest to the power delivery bottleneck; its high-density modular power converters directly address the article's central problem of delivering >1kW to sub-1V GPUs without resistive loss or voltage sag.
Risk: Customer concentration in a few AI platforms; the article does not quantify design-win economics.
09:19
Aug 02
Aug 02
VICR mentioned as possible power delivery beneficiary
Watch VICR as a possible power delivery bottleneck beneficiary alongside MPWR; the tweet says Vicor deserves to be mentioned, but does not disclose a position or explicit buy call.
MED
11:04
Jul 29
Jul 29
Author notes VICR reported a good quarter and finds valuation increasingly attractive.
Author notes VICR reported a good quarter and finds valuation increasingly attractive, but does not currently own shares or commit to a position.
MED
17:05
Jul 26
Jul 26
The author presents a data-driven scatterplot of revenue growth versus drawdown for followed.
The author presents a data-driven scatterplot of revenue growth versus drawdown for followed companies without taking any personal long or short position.
LOW
09:29
Jul 22
Jul 22
Bullish on Vicor given broadening demand beyond a single AI customer.
Bullish on Vicor given broadening demand beyond a single AI customer, capacity constraints requiring a second fab, and optionality from Gen2 VPD that could further transform the economics.
MED
22:15
Jul 21
Jul 21
Vicor shares dropped 12% despite beating Q2 estimates.
Vicor shares dropped 12% despite beating Q2 estimates, with strong AI-driven backlog growth and a bullish Quant rating, but the tweet asks a rhetorical question rather than stating an explicit position.
21:17
Jul 21
Jul 21
Watch these AI accelerator, custom-silicon, and hyperscaler names as positive read-through.
Watch these AI accelerator, custom-silicon, and hyperscaler names as positive read-through from Vicor's strong backlog, product guidance, and power delivery roadmap.
MED
21:15
Jul 21
Jul 21
Vicor shares fell 12% despite beating Q2 estimates.
Vicor shares fell 12% despite beating Q2 estimates, as the author's prior long position with 1/21/28 c400 calls is past-tense context, not a new trade idea.
LOW
15:59
Jun 30
Jun 30
Named as standout high-efficiency power electronics play with modular solutions purpose-built.
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.
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.
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.
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
03:59
Jun 11
Jun 11
Author explicitly names Vicor as the supplier of custom 25kW power modules for every Cerebras tray and notes that Vicor content per chip rivals TSMC's silicon content — direct revenue exposure to Cere
Author explicitly names Vicor as the supplier of custom 25kW power modules for every Cerebras tray and notes that Vicor content per chip rivals TSMC's silicon content — direct revenue exposure to Cerebras's expansion.
Risk: Customer concentration risk mirrors Cerebras's own counterparty risk; any slowdown in Cerebras shipments would hit Vicor's revenue.
11:52
Jun 09
Jun 09
Watch VICR as a mid-cap AI-exposure name in a thematic basket.
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.
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.
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.
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.
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
About VICR Analyst Coverage
Buzzberg tracks VICR (Vicor Corp) across 22 sources. 28 bullish vs 0 bearish calls from 21 analysts. Sentiment: predominantly bullish (35%). 81 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: photoncap, finnstockinger, Damnang.