$Vicor(VICR)$ $Everpure(P)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$ Just a heads up. Vicor booked over $100 million in orders during the first two weeks of October alone. For perspective, their total physical product revenue for the entire third quarter was $130.5 million.
Imagine panic-selling the recent dip when VICR dropped a solid 68.3% gross margin and $66.6M in high-margin royalty revenue.
The bears seem completely blind to the model shift. This isn't a components factory, it's an IP licensing machine collecting pure-profit rent from the AI hyperscalers. With a $406 million backlog and a 5X fabrication capacity ramp locked in through 2027, this downturn looks like a golden opportunity for long-term accumulation. The AI power crunch is real, and Vicor owns the proverbial bottleneck.
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