Vicor
What changed, and what is the evidence.
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What changed, and what is the evidence.
Oct 19, 2026 · Post · posted
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Keep an eye on $VICR. https://t.co/cOtbbOjql2 |
$VICR is up nearly 50% since I posted my deep dive last month, and I think this run is still early. Exactly four analysts cover this company. Four, for a $12 billion name sitting on the nastiest problem in AI hardware. A wafer-scale AI… |
$VICR held a world record in 2017 for the exact architecture the entire AI industry is racing toward now. Then the story disappeared. Here's the setup. Power loss scales with the square of current, not power. Double the current, you burn… |