Vicor. Every tracked FinTwit mention of $VICR, newest first. 34 mentions since the first on Mar 19, 2026. See the price chart.
June 2026 · 1 mention
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…↗
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↗
— $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 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↗