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Opinions Jim Cramer - Mad Money
Vicor VICRBUY ON WEAKNESSMay 11, 2026
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Stock price when the opinion was issued
Technology
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TOP PICK
The currency of AI is optimizing dollars for power. US is energy-constrained, while China has a lot. Small power-conversion models that sit on top of circuit boards and feed in electricity/power. The larger the chip, the harder it is to deliver the current without wasting power.
Represents optimization in the overall ecosystem. No dividend.
Bonus: Cerebras Systems is IPO'ing tomorrow. Signed massive contract with OpenAI. As it ramps up, VICR will win a lot more business.
Nick Mersch, CFAOwned
Technology
A little-known AI infrastructure company, up 660% in one year, up 20% today. They make power modules to deliver energy efficiently to microchips, key to AI and data centres. Q1 2026: revenue and EPS beat, and there's a $301 million backlog. Simply, AI racks are getting more power-hungry and chops are getting denser, so more power is needed. It trades at 25x sales and over 100x forward PE, so the market expects this to be a much bigger company. But after a 660% move, this is priced for perfection. The risk is Vicor could have the right technology, but still miss a major platform, or a major customer changes direction, watch out. Vicor has a strong AI story. Don't chase it here. If you own it, take some profits; if not, wait for a pullback.