Joe(@joedab12):$VICR $CBRS dont forget Cerebras wafer scale engines are uniquely enabled by Vicor power modules. Cerebras has huge deals with OpenAI $AMZN and $AMD for disaggregated inference that start rolling out late this year/early next year. You know what else they have? Another hyperscaler deal around the corner... Every piece of good news that comes out for CBRS will have an impact on VICR share price. Cerebras likely in talks with $GOOG or maybe its $META or $MSFT but he was confident enough to say revenue is coming mid 27 for a deal that isn't even announced yet. Combine more news like this with the fact that over 90% of the shares are locked up between the CEO/Founder and the institutions and we have a beautiful setup. Fundamentally this stock is worth $600 on CBRS + one hyperscaler ramping gen2 VPD late 27/early 28. Mechanically, this type of shortage of shares can send it a lot higher or get it there sooner. Dont even get me started on $NVDA coming on board.

2026.09.22 22:46

$VICR $CBRS dont forget Cerebras wafer scale engines are uniquely enabled by Vicor power modules. Cerebras has huge deals with OpenAI $AMZN and $AMD for disaggregated inference that start rolling out late this year/early next year. You know what else they have? Another hyperscaler deal around the corner... Every piece of good news that comes out for CBRS will have an impact on VICR share price. Cerebras likely in talks with $GOOG or maybe its $META or $MSFT but he was confident enough to say revenue is coming mid 27 for a deal that isn't even announced yet. Combine more news like this with the fact that over 90% of the shares are locked up between the CEO/Founder and the institutions and we have a beautiful setup. Fundamentally this stock is worth $600 on CBRS + one hyperscaler ramping gen2 VPD late 27/early 28. Mechanically, this type of shortage of shares can send it a lot higher or get it there sooner. Dont even get me started on $NVDA coming on board.

Joe@joedab12

2026.08.15 01:09

Insane performance uniquely enabled by Vicor vertical power delivery. $VICR VPD is already inside Cerebras helping deliver the ridiculous amount of power that wafer-scale compute needs. And this is still 1st Gen VPD. Cerebras has their Supernova event next week, where I expect we’ll learn more about its next-gen wafer-scale system which is likely powered by 2nd gen Vicor VPD. Vicor is also sampling 2nd gen VPD to OEMs + hyperscalers this quarter and seems confident they will land a few. AMD and Google look like very real possibilities which is why Vicor is already planning Fab 2, potentially 2-3x the size of Fab 1. They aren't building that for Cerebras alone. $CBRS $VICR $AMD $GOOG $NVDA

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