The Razor’s Edge issues short thesis on Vicor

The Razor’s Edge issued a short report on Vicor (VICR) following the recent Nvidia (NVDA)-related 50% jump in the share price along with the company’s “loss of competitive advantage and abysmal operating effectiveness.” The firm claims Vicor’s technological lead in the datacenter space has largely eroded, and says research suggests Vicor has “serious execution issues” that go beyond what management has historically communicated to investors with respect to manufacturing capacity constraints and delays.