Vicor designs and manufactures modular power-conversion components and systems that deliver efficient power to electronics in computing, industrial, and automotive applications.
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
Watching · 3 mention(s), 0 personal-position post(s) · first 2026-04-21 · last 2026-04-22
“$NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system"
Previous named Nvidia partners include: Infineon, $TXN, $STM, $NVTS, Delta, Flex, $ETN, Schneider, and $VRT.
It's been known they're bee…” post →
All 3 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-04-22 | Yes. The President invoked the "Defense Production Act" 2 days ago.
To expand on domestic infra.
Implicit beneficiaries were:
Transmission & Advanced Conductors:
$AMSC - HTS Wires (advanced conductors), power electronics
$PLPC - advanced conductors
$ATKR - transmission components
$VMI - grid co… → · 1649 likes · 956,752 views |
| 2026-04-22 | $NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system"
Previous named Nvidia partners include… → · 909 likes · 788,096 views |
| 2026-04-21 | @PhotonCap Forgot about $VICR but glad to see it’s doing well → · 35 likes · 20,986 views |
| Report | Date | Stance |
|---|
| #123 — Semis Memo: Supply Chain Inheritance | 2026-05-01 | LONG |