Vicor Posts

Take a Deep Breath…Updates on the Market and Several Stocks

My Take on The Market This was a good week in the market, which was a welcome relief. We had a big bailout announced by...

It’s Definitely a Beer Market

Sometimes a typo can hit the sweet spot, right? When I got the text that we're entering a beer market...well, let's just say that...

February Recap and More Thoughts From Last Week…

As I look out my office window here in NorCal and see the blossoms on the tree, it's tough to remember that it's still...

Vicor Offers Investors Another Chance To Catch The Tide

The last time we wrote about Vicor was almost a year ago (In Patrizio We Trust?). In that piece we discussed the Company’s history...

Thoughts From Last Week

This feels like a very strange time in the market. Usually markets overreact to news. Violent swings to extreme levels are the common occurrence...

Thoughts From The Last Week…

Lots going on in Tailwinds' universe recently. Here I recap conversations and observations from the prior week's trading... This screen shot says it all...if Druck...

Slogging Through Winter

I was skiing outside Seattle last weekend. Steven's Pass ski resort, to be precise. They have gotten a lot of snow up there this...

Visions of 2020

This last week was actually a very good week for the Tailwinds' portfolio. Despite the overall quiet of a holiday week (or maybe because...

LD Micro Recap and Other Thoughts From Last Week

LA is usually a great place to be in December, compared to the rest of the nation. With the weather being generally sunny and...

Darkest Before The Dawn

Going into writing this week's newsletter, I had no idea where to go with it. There's a lot happening in the world, a lot...

Vicor Corporation Reports Results for the Second Quarter Ended June 30, 2019

ANDOVER, Mass., July 25, 2019 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) today reported financial results for the second quarter and six months ended June 30, 2019.  These results...

B Riley, Day One

Today was the first day of the B Riley Conference in Los Angeles at the Beverly Hilton, a hotel that has a 60's feel...

Vicor Corporation Reports Results for the First Quarter Ended March 31, 2019

Tailwinds' Take: this is the trough quarter. Expect to see growth from here, but it remains to be seen how quickly it ramps. Either...

KYOCERA and Vicor to Collaborate on Advanced Power-on-Package Solutions

ANDOVER, Mass. and KYOTO, Japan, April 10, 2019 (GLOBE NEWSWIRE) -- Kyocera Corporation (TOKYO: 6971) and Vicor Corporation(NASDAQ: VICR) will collaborate on next-generation Power-on-Package (PoP) solutions to maximize performance and...

Vicor…In Patrizio We Trust?

Yesterday Vicor reported disappointing results. Sales came in below expectations, bookings were down and, generally speaking, the Company managed to leave shareholders with a...

Vicor Corporation Reports Results for the Fourth Quarter Ended December 31, 2018

Tailwinds' Take: Disappointing numbers, but not totally unexpected. The commentary on the call was very upbeat and guidance for bookings up 15% and trending...

Xilinx Strength Bodes Well For RESN and VICR

Xilinx is a $28B semiconductor company with global operations. As such, it can been seen as a bellwether for business in many different locales...

AMD Speculation Driving Vicor?

Last week, AMD unveiled their next generation Epyc processor Zen2 at CES...and based on the claims we see here, it seems like people are...

Vicor, Providing Shovels to the (Data) Miners

Overview: Vicor is a $1.5B market cap power electronics company that is just hitting the sweet spot of a hockey stick type secular transition to...

Vicor Corporation Reports Results for the Third Quarter Ended September 30, 2018

ANDOVER, Mass., Oct. 16, 2018 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) today reported financial results for the third quarter and nine months ended September 30, 2018.  These results...
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