You can buy $VICR today at nearly the same price as a month ago. The only difference is that now it comes with a signed licensing deal, two guidance raises, a third trade commission case, and new fab sites. The market is selling you the events for free. The run from $180 to $320 was built on real news. The first vertical power license was signed, and the royalties forced guidance up twice in nine days, from 10% sequential growth to over 30%. The trade commission formally opened its investigation into nine corporate families at Vicor’s request. Sites for additional fabs were acquired. Needham went to $350, Roth to $375. The round trip back to $210 was built on nothing company-specific. Hot CPI, hot PPI, extreme fear, and a 2.4 beta stock giving back fast in a scared markets. Not one pi
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