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
加入 March 2013
498 正在關注 10K 粉絲
$VICR
LEADING AI OEM signed a license last week
Heres Jensen telling us how $NVDA constantly pushes the laws of physics…
and theres Vicor CEO Patrizio Vinciarelli telling you which laws of physics are limiting current power delivery architectures.
I am no rocket scientist but has anyone figured out who the LEADING AI OEM is yet? LOL
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$VICR here's $NVDA CEO Jensen Huang telling everyone they should be buying Vicor stock indirectly.
