VICR — Bullish market call

Published by Joe on 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.

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. Market volatility is a given but hold your winners through volatility to make the big money.

Evidence review

pending

Trade interpretation

Long exposure to VICR; entry, sizing and execution remain unspecified.

Speaker

unknown

Attribution

account_author

Extracted trade interpretations and hypothetical paper models do not confirm source fills or actual execution.