가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

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
가입 March 2013
560 팔로잉 중    10.9K 팬
$VICR Here are a couple tidbits from the last earnings call that I think EVERYONE should pay attention to. These mean a lot more after that recent "Leading AI OEM" license was announced for VPD...that newest license is the first to specifically mention VPD.... these 2 gems on the last call are implying that all new licenses are being negotiated with an understanding to source gen2 VPD from Vicor directly.... You can see the CEO's confidence here talking about the whole industry using their technology. Combine all this with the fact that he turns 80 this month....and holds 20m out of 43m total shares, and is only selling 1m of them between 404 and 800 via this latest 10b5 plan. Founder/CEO at 80 years old still owns over 40% stake in the company and only selling 5% of his shares between 404 and 800. Do you guys see why I pound the table so hard on this one? Paying attention to these nuances can make you filthy rich.
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