Vicor: High-Margin AI Power Play — Buyable Now, Priced for Growth
Vicor (VICR) is a niche leader in high-density power modules that has become a direct beneficiary of AI and data-center buildouts. Strong Q3 results, favorable ITC rulings, and an accelerating licensing stream support a bullish case. The shares are expensive on traditional metrics but justify a premium if Vicor hits scale targets; this trade outlin…