VICR — Bullish
Joe · X · 2026-09-26
Super bullish for $VICR who already has $GOOG as a licensee and is suing the whole TPU supply chain for patent infringement. Gen2 VPD now being qualified by Vicors hyperscaler who now we know is Google due to the court documents recently filed. Gen2 also being qualified by multiple oem's, likely $NVDA and $AMD and we already know CBRS will remain a customer.
pending evidence review · inferred trade interpretation. Paper modeling does not confirm an actual trade.
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