Vicor: Powering AI Accelerators — A Tactical Long with Capacity as the Catalyst
Vicor sits at the junction of two tailwinds: high-density power conversion for AI accelerators and a ramping backlog tied to hyperscalers. Revenue growth and gross margins are strong, but the stock trades at premium multiples. This trade idea offers a measured long exposure with a concrete entry, stop and target tied to capacity execution and topli…