Vicor is one of the names he really likes: it makes power generation more efficient within energy infrastructure and he likes its royalty-based model; being still a little out of sight adds to the interest, and he will buy this stock when its price drops.
Bullish
“Matt Tuttle on Finding AI Pockets of Strength Amid Selloff on Debt Concerns”
Schwab NetworkPublished Oct 23 · 2 passages
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Yes, Vicor is involved in the energy infrastructure deal by making power generation more efficient. They are also a royalty-based company , and I like the royalty model.
So, yes, Vicor is one of the names we really like. It is still a little out of sight, and that is an additional reason for our interest in it. I was under a lot of pressure yesterday .
Yes, this is a stock I will buy when its price drops.