Recent updates show Vicor reporting strong demand for its high-density power solutions tied to AI infrastructure, expanding manufacturing capacity, and growing licensing royalties, while investors such as JPMorgan have disclosed meaningful ownership stakes and analysts have reacted positively to the company’s long-term outlook. At the same time, a very large year-to-date stock gain, insider selling in the hundreds of millions of US dollars, and questions about valuation highlight a tension...
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What Vicor (VICR)'s AI-Fueled Backlog And Insider Selling Tug-Of-War Means For Shareholders