Apr. 25 at 4:42 PM
Companies I’m going to look into this weekend:
$VICR
$FTC
$LPKF
SHMD
$NOC
$QRVO
$WOLF
High-signal watchlist!
$VICR’s latest Q1 results showed a massive YoY net income surge, confirming AI’s insatiable demand for high-efficiency power modules. Meanwhile,
$WOLF’s 300mm SiC breakthrough suggests the AI data center energy revolution is just heating up.
$NOC’s B-21 progress adds a layer of defensive stability.
The theme: It’s no longer just about compute—it’s about power and delivery.
Which ticker is your top pick this weekend? Betting on a
$WOLF turnaround or riding the
$VICR momentum? Let me know below!