BUY Conviction4/5 Analysis quality80/100 now
The YouTuber recommends Vicor Corporation, which specializes in power modules for AI GPU racks, solving a critical power delivery bottleneck. The company has achieved all-time high revenues and a $300 million backlog, with revenue profit growth up 700% year-on-year. Its 55% margins are exceptional for a hardware company, and its relatively small market cap suggests significant upside potential.
“Revenue profit growth is up 700% yearonear margins check 55% for people building hardware this is crazy have a look at Tesla's margin it'll be below 20% I think last time I checked because they're building physical things very hard to build physical things with margins that are higher than 20%.”