Joe(@joedab12):$VICR LEADING AI OEM signed a license last week Heres Jensen telling us how $NVDA constantly pushes the laws of physics… and theres Vicor CEO Patrizio Vinciarelli telling you which laws of physics are limiting current power delivery architectures. I am no rocket scientist but has anyone figured out who the LEADING AI OEM is yet? LOL

Joe

@joedab12

Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop

参加 March 2013

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Joe@joedab12

2026.09.22 23:32

$VICR LEADING AI OEM signed a license last week Heres Jensen telling us how $NVDA constantly pushes the laws of physics… and theres Vicor CEO Patrizio Vinciarelli telling you which laws of physics are limiting current power delivery architectures. I am no rocket scientist but has anyone figured out who the LEADING AI OEM is yet? LOL

Joe@joedab12

2026.03.23 21:13

$VICR here's $NVDA CEO Jensen Huang telling everyone they should be buying Vicor stock indirectly.