Vicor. Every tracked FinTwit mention of $VICR, newest first. 59 mentions since the first on Dec 17, 2025. See the price chart.
July 2026 · 1 mention
Jul 9
InvestmentGuru — 15 Stocks Worth Watching Right Now
$IBRX — Commercial-stage oncology player inflecting toward positive cash flow
$QURE — Gene therapy name with multiple near-term pipeline catal…↗
June 2026 · 10 mentions
Jun 27
Kevin Maro — Would love everyone's opinion on 3 different types of stocks:
1. Your top 3 favorite long's in the entire market
2. Top 3 underrated stocks right now
3. Top 3 most overrated stock…↗
Jun 22
KawzInvests 🦑 — In 1956 Eisenhower signed the Federal Highway Act and authorized 41,000 miles of new interstate highway across the United States.
The existing roads worked fine. The problem was t…↗
Jun 21
TheValueist — I'm long $VICR 1/21/28 c400. A fantastic long for exposure to the Power Semi trade.
https://t.co/yRxJi4pqOj↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…
May 2026 · 11 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 27
TheValueist — $IFX $VICR $MPWR $AOSL EXECUTIVE ASSESSMENT
The document is a Chinese-language Infineon customer notice dated 2026-05-26, marked confidential, signed by Andreas Urschitz, and anno…↗
May 26
TheValueist — $VICR +10% pre on raised guidance. I'm long VICR 1/21/28 c400. Power semis up across the board.
(Dow Jones) -- Vicor raised its second-quarter revenue guidance due to rising produ…↗
TheValueist — $MPWR $POWI $AOSL $VICR Strong day for power semis. There will be tons of custom ASICs/silicon coming online over the next 3-5 years, and they need power-related chips. https://t.c…↗
Apr 26
TheValueist — I’m long $VICR 1/21/28 calls. Still more to go for this company.
https://t.co/0OCHfyl2R6↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 25
KaizenInvestor — Companies I’m going to look into this weekend:
$HIMX
$ENSI
$MEMS
$TRT
$VICR
$FTC
$LPKF
$SHMD
$NOC
$QRVO
$WOLF
If you don’t want to waste a lot of tile on researching new companie…
March 2026 · 1 mention
Mar 19
TheValueist — Looking at $VICR dip buy. Would prefer it in the $150s... https://t.co/6p3u1pdPQg↗
February 2026 · 5 mentions
Feb 23
TheValueist — $VICR all-time high today. Stock has recovered nicely from the post-earnings gap down to $125. https://t.co/8yVcGqT24k↗
Feb 20
TheValueist — $VICR KEY READ-THROUGHS FROM VICOR CORP Q4 2025 EARNINGS CALL
The call conveyed a sharp inflection in Vicor’s advanced power demand signal while simultaneously highlighting that s…↗
Feb 20
TheValueist — $VICR EXECUTIVE CALL SUMMARY: VICOR CORPORATION (02/19/26)
Q4 2025 results were characterized by product revenue acceleration, normalization of royalty revenue after a Q3 catch-up…↗
Feb 12
Serenity — The "Bottleneck ETF" from supply chain mapping.
Not a single name red.
Equal weighted results 1W: +12.83%.
List:
$LITE: +31.68%
$AMKR: +28.7%
Disco: +24.35%
$GLW: +23.57%
$COHR…
January 2026 · 6 mentions
Jan 27
Serenity — @PhotonCap $VICR 을 한번 살펴봐야겠네요. GPU 다이(die) 바로 아래에서 전력을 공급한다는 점이 정말 흥미롭습니다!
2027년 차세대 아키텍처에서는 수많은 새로운 병목 현상들이 발생할 수 있겠지만, 이미 많은 투자사들이 이를 연구하며 선점에 나서고 있을 것이라 확신합니다.↗
Jan 20
TheValueist — $VICR still crushing it. https://t.co/bpkIsABNY4↗
Serenity — @AkbarInvests $SSYS is basically the frames of humanoids like Boston Dynamics Atlas. Revenue was lower because nobody from Tesla to Figure achieved anything at scale yet.
But mark…
December 2025 · 3 mentions
Dec 22
TheValueist — $VICR all time high today. https://t.co/j5kRWvurxb↗
Dec 17
TheValueist — $VICR Vicor: Power Module and Licensing Economics
The video offers an in-depth analysis of Vicor Corporation, focusing on the intersection of its core power module business, its b…↗
Dec 17
TheValueist — $VICR has been trading very well. Repeatedly shaking off GAI selloffs. https://t.co/AIUMzd6n6U↗
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 9
Serenity — Names like:
- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR
Off the top of my…↗
Jun 8
Serenity — Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.
1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR -…↗
Jun 7
KawzInvests 🦑 — From 2023 to 2026 $NVDA kept adding more GPUs to each rack but the underlying power system stayed the same. Think of it like adding more appliances to your house without rewiring a…↗
Jun 6
BULL OF BRITAIN — UBS global research just put numbers on AI data center power semis.
Here's a list of tickers they named specifically
> Leaders: Infineon $IFX (Buy), $TXN
> Incumbents: Renesas…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
— $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…
CK Capital — $CBRS is opening near double its $185 IPO price this morning.
That is not an entry point for most people.
But here is what always happens on IPO day when something opens at a ridi…↗
May 12
Gaetano — I have to shoutout @joedab12
He has been hammering the point home on $VICR
It's one thing to post about a company
It's another to consistently drive the point home
Well done,…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 11
TheValueist — $VICR +15% to all-time high. Market making it a $CRBS proxy pre-trade. https://t.co/pUgMaFoXOF↗
May 10
Michael Sikand 🦑 — I'm hearing retail is being denied the $CBRS IPO happening Thursday.
People are reporting no allocation requests on their brokers like $HOOD?
Here are 3 $CBRS proxy revenge trad…↗
May 10
TheValueist — $VICR $CRBS Vicor–Cerebras Relationship and Business Exposure: Deep-Dive Analysis
Executive Overview
Vicor’s relationship with Cerebras appears to be one of the highest-quality s…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
Daniel Koss — Yesterday was pretty great!
Strong moves for all my positions
$HIMS
$LPF / $LPFK
$OUST
$SHMD
and finally a juicy dip in $NBIS below 8ema which allowed me to add it back!
Ove…↗
Apr 24
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
Apr 22
Daniel Koss — @Mike10947310 I like $NVTS and $VICR
Why these two together: I want maximum leveraged pure play exposure to this thesis.
They seem like they react the most to the thesis playin…↗
Apr 22
Serenity — Yes. The President invoked the "Defense Production Act" 2 days ago.
To expand on domestic infra.
Implicit beneficiaries were:
Transmission & Advanced Conductors:
$AMSC - HTS Wi…↗
Daniel Koss — @aleabitoreddit Yooo love that you are long $NVTS ! It's 2/3 of my exposure to this theme and 1/3 is $VICR :)↗
Apr 22
Serenity — $NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explo…↗
Apr 22
Daniel Koss — Added 2 new stocks today!
Both very high risk, but very high reward as well.
Thesis & investment ideas:
AI data centers are hitting a power wall. $NVDA racks now pull so much el…↗
Apr 22
TheValueist — Power semis continuing to rip. $GEV $VRT both with robust revenue growth guidance today (VRT down because short of wisper). Power semis definitely look like a strong candidate for…↗
Apr 22
TheValueist — $VICR up 8% pre. Looks like it’s on tap for another strong day. https://t.co/Bz7Hk3OAml↗
Apr 21
Serenity — @PhotonCap Forgot about $VICR but glad to see it’s doing well↗
Apr 21
TheValueist — The $VICR is recovering from the sell-off pre. The call was mid, but in reality, who else is really capable of making these high-quality products at scale over the next 2-3 years?…↗
Apr 21
TheValueist — $VICR (Bloomberg) -- Vicor reported net revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Net revenue $113.0 million, +20% y/y, estimate…↗
Apr 21
TheValueist — $VICR (Bloomberg) -- Vicor reported net revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Net revenue $113.0 million, +20% y/y, estimate…↗
Apr 21
TheValueist — Power semis pre. Feels like this sector will be the next big rip.
https://t.co/Zd7FlRao3K
$VICR $AOSL $VSH $POWI https://t.co/618izNlvOX↗
Apr 20
TheValueist — $VICR $AOSL $VSH $POWI Global Power Semiconductors: AI Infrastructure Creates a New Profit Pool, but the Industry Remains Bifurcated Between Mature Silicon, SiC Digestion, and Grid…↗
Apr 20
TheValueist — My US-Listed Power Semiconductor Tracker sorted by YTD.
$VICR $AOSL $VSH $POWI https://t.co/wTNaUKn30c↗
Apr 17
TheValueist — $VICR ascending to an all-time high today +8.5%. The power-related names have been on tear. https://t.co/ZQiCP2clU0↗
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 5
TheValueist — $VICR ripping this am https://t.co/YDN2QSyOKY↗