We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Vicor Corporation
Information Technology · Electronic Components
Structural: AI-rack power density (NVL72 ~120kW today, ~250kW Rubin-class roadmap) breaks the legacy 12V bus; 48V-direct-to-PoL with point-of-load vertical power modules is now the default GPU power topology, and Vicor's patented current-multiplier VTM is one of the few production architectures that delivers 1500A+ at <1V at the die edge.
Royalty-bearing IP licensing program (filed against $NVDA-ecosystem peers) is an optional second leg if litigation lands.
(1) ChiP-scale 48V-to-PoL design wins ramping with the next AI accelerator cycle; (2) ITC complaints vs Delta/Foxconn-tier module makers could convert into running royalties; (3) new ChiP fab (Andover) lifts gross-margin ceiling as utilization climbs; (4) defense/aerospace backlog is non-cyclical ballast; (5) sticky sole-source designs once qualified into a GPU board.
(1) hyperscalers ($GOOGL $META) are vertically integrating power delivery in-house; (2) $MPWR + $ADI + $TXN compete aggressively on multi-phase 48V VRMs; (3) revenue lumpy on single-customer concentration; (4) Andover fab underutilization weighs on margins until volume ramps; (5) litigation IP thesis is binary and slow.
The thesis, the numbers, the bear case and the level map for VICR, in one read. The deep version of what you just read.
Each weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.