- Vicor's Q1 2021 quarterly report finally demonstrated the growth potential of its proprietary product line.
- However, as I noted in my last article on the company, that potential had already been more than priced into the shares.
- Going forward, it would appear that the growth potential will be throttled by a lack of production capacity.
- Meantime, the market has rotated away from growth and technology and toward materials and "value". As a result, VICR will be a weak trade for some time to come.
For further details see:
Vicor: Capacity Constrained And Overvalued