CV Research(@CVResearch_):$VICR just raised Q3 guidance again. Nine days ago it went from ~10% sequential growth to over 20%. Today it's over 30%. The stock has nearly doubled in the three weeks since this deep dive went out. Two fabs, a fourth licensee, two guidance raises. All on royalties from one license, and there are five more AI counterparties still unlicensed. Earnings October 27. Deep dive is free.

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Deep dives on the stocks for the long run. Full thesis and thoughts on substack. By @CKCapitalxx + @VantixResearch

参加 June 2026

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CV Research@CVResearch_

2026.09.30 20:33

$VICR just raised Q3 guidance again. Nine days ago it went from ~10% sequential growth to over 20%. Today it's over 30%. The stock has nearly doubled in the three weeks since this deep dive went out. Two fabs, a fourth licensee, two guidance raises. All on royalties from one license, and there are five more AI counterparties still unlicensed. Earnings October 27. Deep dive is free.