Ticker brief
VICR VICOR CORP
Industrial · Electronics
last close
$187.75
1 day
-7.8%
14 days
-20.0%
mkt cap
$12.9B
signals 14d
31
authors 14d
10
crowd 14d
-0.5σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 86% mid · 55 pctile own 1y | IV/HV 0.85× |
| Skew — 25Δ RR 30d | -0.012 54 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.77 elevated | 5-session Δ -0.41 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-05-13 (z=2.6) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-14 → 2026-08-28 · now +0.85 (−1 bearish … +1 bullish)
Who spoke10
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @joedab12 | A | -1.87 | 18 | +0.73 |
| @boring_invest | B | -2.67 | 3 | +0.35 |
| @FinnStockinger | A | -2.80 | 2 | +0.62 |
| @fundmyfund | B | -1.58 | 2 | -0.05 |
| @HunterAllen4 | C | -1.66 | 1 | +0.65 |
| @MikeSchiemer | C | -0.35 | 1 | +0.00 |
| @PeloSwing | C | -0.75 | 1 | -0.55 |
| @MarketMaestro1 | C | -2.46 | 1 | +0.35 |
| @VanIsleInvestor | B | +1.88 | 1 | -0.70 |
| @Trader_Jesse_ | B | -1.47 | 1 | -0.15 |
Recent signals30of 31 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @joedab12 | +0.85 | Discloses a bullish bet that customers will pay for Vicor's superior VPD technology. | — | tweet ↗ |
| 2026-08-28 | @joedab12 | +0.90 | Projects Vicor adoption across major AI chips and a $400-$800 price range within 18 months. | — | tweet ↗ |
| 2026-08-28 | @joedab12 | +0.80 | Argues Vicor's VPD has a large power-density advantage as CoPoS adoption expands. | — | tweet ↗ |
| 2026-08-27 | @boring_invest | +0.40 | Expresses concise approval of VICR. | -7.8% | tweet ↗ |
| 2026-08-27 | @joedab12 | +0.35 | Views management's authorization as support and evidence it considers VICR cheap. | -7.8% | tweet ↗ |
| 2026-08-26 | @joedab12 | +0.75 | Argues competitive AI pressure should drive major accelerator firms toward Vicor's denser VPD solution. | -4.8% | tweet ↗ |
| 2026-08-25 | @joedab12 | +0.50 | Argues NVTS will fare well and VICR can adopt GaN when technically and economically appropriate. | -3.5% | tweet ↗ |
| 2026-08-25 | @joedab12 | +0.85 | Thesis says VICR Gen2 VPD could confer a power-density edge and gain broad chipmaker adoption. | -3.5% | tweet ↗ |
| 2026-08-25 | @Trader_Jesse_ | -0.15 | Navitas agreed to acquire Claros for up to $233M, expanding into VPDs. | -3.5% | tweet ↗ |
| 2026-08-24 | @boring_invest | +0.55 | Raises supply-timing risks for AAOI and MXL while preferring WOLF and VICR. | -1.2% | tweet ↗ |
| 2026-08-20 | @VanIsleInvestor | -0.70 | Recaps prior picks, losses, a trim and an exit, with the basket down 11% overall. | -9.6% | tweet ↗ |
| 2026-08-20 | @joedab12 | +0.75 | Keeps CBRS small while holding and adding VICR on anticipated power-system adoption. | -9.6% | tweet ↗ |
| 2026-08-19 | @MarketMaestro1 | +0.35 | Sees VICR as a possible future 800V architecture leader while monitoring neckline support. | -13.6% | tweet ↗ |
| 2026-08-19 | @fundmyfund | -0.55 | Calls the day's action terrible across the named AI-related stocks. | -13.6% | tweet ↗ |
| 2026-08-18 | @joedab12 | +0.70 | Argues Vicor will win most of the last-inch AI VPD market while MPWR will not dominate density. | -22.5% | tweet ↗ |
| 2026-08-18 | @PeloSwing | -0.55 | Director sold 2,073 VICR shares for $523,640 amid bearish put-buying and call-selling flow. | -22.5% | tweet ↗ |
| 2026-08-18 | @joedab12 | +0.65 | Prefers playing Cerebras success through Vicor and expects possible AMD and Google VPD ramps. | -22.5% | tweet ↗ |
| 2026-08-18 | @joedab12 | +0.70 | Expresses stronger conviction in CBRS and VICR from disaggregated inference demand | -22.5% | tweet ↗ |
| 2026-08-18 | @MikeSchiemer | +0.00 | Discloses the initial holdings of a cooling and data-center themed ETF. | -22.5% | tweet ↗ |
| 2026-08-17 | @HunterAllen4 | +0.65 | VICR's pullback is framed as attractive within an AI-power growth thesis, with mapped support and targets. | -25.9% | tweet ↗ |
| 2026-08-17 | @joedab12 | +0.40 | Maintains that Vicor remains undiscovered despite social-media evidence. | -25.9% | tweet ↗ |
| 2026-08-17 | @joedab12 | +0.90 | Discloses Vicor shares and a detailed $800-by-2029 thesis based on fab ramps and revenue goals. | -25.9% | tweet ↗ |
| 2026-08-17 | @joedab12 | +0.60 | Says he owns both discussed stocks but has a much larger Vicor position. | -25.9% | tweet ↗ |
| 2026-08-17 | @joedab12 | +0.80 | Calls Vicor the technologically advantaged solution to AI's last-inch power-delivery bottleneck. | -25.9% | tweet ↗ |
| 2026-08-17 | @fundmyfund | +0.45 | Reports VICR clearing important daily-chart levels. | -25.9% | tweet ↗ |
| 2026-08-17 | @joedab12 | +0.85 | Calls Vicor the clearest beneficiary of Cerebras discovery and highlights its low fab utilization. | -25.9% | tweet ↗ |
| 2026-08-16 | @boring_invest | +0.10 | The author flags Cerebras's event, Wolfspeed earnings and possible Vicor fab update for the coming week. | -20.0% | tweet ↗ |
| 2026-08-15 | @joedab12 | +0.90 | Provides multi-year bullish theses and targets across AI-infrastructure names. | -20.0% | tweet ↗ |
| 2026-08-15 | @FinnStockinger | +0.70 | Slowly building a VICR position over time; not adding to AAOI. — Discloses an active gradual VICR entry, an existing AAOI holding, and a broader watchlist. | -20.0% | tweet ↗ |
| 2026-08-15 | @FinnStockinger | +0.55 | Says VICR's outlook looks very good and the next 12 months are crucial. | -20.0% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.