Joe(@joedab12):Nasty out there. Chillin with a lot of cash and Vicor and other positions are all too small to bother me. Earnings next tuesday premarket for $VICR. I think the details on that license will be telling. If its over $20m a quarter going forward, Vicor should fly IMHO. There's a chance a lot of the first payment is retroactive/catchup payments, but I'm leaning towards this one being much larger than the one in signed in May. That license was $5m a quarter in year 1 and $10m a quarter in year 2. This latest one caused them to increase guidance by 20% more than the original 10% they guided for on the last call, roughly $28m over the original 10% sequential increase. Other details I want to hear about: -Timing to get fab1 to 1.5b run rate, they said its still on track for roughly 800m run rate by year end (implying 66m in december)-but they are going to get it up to "at least 1.5b" by putting some of the simpler steps in an adjacent building and buying a new 3d interconnect line. Whenever they use the term "at least," as evidenced by that first guidance update, you know theres room for upside-that upside could come from alternate sourcing some lower margin products and making room for more VPD at fab1, the operating leverage that would bring if thats how it goes is huge. -Fab 2(and more), they bought an existing building and land for a lot more fabs. Curious if they think they can get that fab up and running by end of 27/early 28. Would be extremely bullish if so as that is when gen2 VPD ramps are happening. -Gen2 VPD is now being sampled/qualified at select/key customers, commentary/feedback from those customers will be great to hear. I do not think they'll comment much on the new lawsuits, other than maybe implying the latest license for VPD for a Leading AI OEM may have come from the strength of their case. Macro is ugly, I'm not bullish on tech/semis just yet. I do think Vicor is on track to becoming a "mini ARM" for power delivery at the point of load. Willing to say in even if it drops to 160 again and just buy more assuming no bad news.

2026.10.16 14:20

Nasty out there. Chillin with a lot of cash and Vicor and other positions are all too small to bother me. Earnings next tuesday premarket for $VICR. I think the details on that license will be telling. If its over $20m a quarter going forward, Vicor should fly IMHO. There's a chance a lot of the first payment is retroactive/catchup payments, but I'm leaning towards this one being much larger than the one in signed in May. That license was $5m a quarter in year 1 and $10m a quarter in year 2. This latest one caused them to increase guidance by 20% more than the original 10% they guided for on the last call, roughly $28m over the original 10% sequential increase. Other details I want to hear about: -Timing to get fab1 to 1.5b run rate, they said its still on track for roughly 800m run rate by year end (implying 66m in december)-but they are going to get it up to "at least 1.5b" by putting some of the simpler steps in an adjacent building and buying a new 3d interconnect line. Whenever they use the term "at least," as evidenced by that first guidance update, you know theres room for upside-that upside could come from alternate sourcing some lower margin products and making room for more VPD at fab1, the operating leverage that would bring if thats how it goes is huge. -Fab 2(and more), they bought an existing building and land for a lot more fabs. Curious if they think they can get that fab up and running by end of 27/early 28. Would be extremely bullish if so as that is when gen2 VPD ramps are happening. -Gen2 VPD is now being sampled/qualified at select/key customers, commentary/feedback from those customers will be great to hear. I do not think they'll comment much on the new lawsuits, other than maybe implying the latest license for VPD for a Leading AI OEM may have come from the strength of their case. Macro is ugly, I'm not bullish on tech/semis just yet. I do think Vicor is on track to becoming a "mini ARM" for power delivery at the point of load. Willing to say in even if it drops to 160 again and just buy more assuming no bad news.

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