$VICR
vicor corp5/10Does he own it?
VICR recurs as a supply-chain/bottleneck name (power delivery, 800V DC, robotics) but he never claims a position. Every time he discloses holdings he excludes it: he names SYSS/LPTH as owned, AMSC/CLF/PLPC/HPS.A in a mini-ETF ("dont have any of the others"), and NBIS/TSEM/AAOI as his interests. He even says others liked VICR, distancing himself.
His thesis
VICR is framed as a mid-cap US power-delivery play with exposure to multiple AI/robotics bottleneck themes: power for humanoid robots (Atlas), voltage/power delivery in datacenter buildouts, 800V DC architecture transition, and grid-infrastructure beneficiaries of the Defense Production Act. He consistently lists it among "interesting" under-the-radar supply-chain names and notes others rate it highly for 800V exposure, but treats it as a watchlist/coverage idea rather than a personal conviction holding.
How his view evolved
Started (Jan) as a robotics power-supply name he found interesting but didn't own. Recurred across themes—datacenter power delivery, DPA grid beneficiaries, 800V DC lists. View stayed steadily favorable but always as coverage, never a personal position.
Key points
- Recurs across robotics, datacenter power, and 800V DC bottleneck maps as a notable US power-delivery name
- Repeatedly excluded from his explicit ownership disclosures
- Bullish tone but attributed conviction to others, not himself
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $VICR on X ↗