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Jon Gruber

Senior Analyst at Lagunitas Investments

Jon Gruber is a Senior Analyst at Lagunitas Investments, specializing in institutional equity research with a focus on cutting-edge technology companies. He has provided coverage for firms such as Vicor Corporation, noted for his in-depth analysis and positive outlook on emerging technology trends while actively participating in company earnings calls. Gruber brings a track record of sector-specific performance built over years of equity analysis, though detailed quantitative performance rankings or returns are not publicly available. His career spans significant experience in tech-focused investment management, and while professional credentials and license registrations are not listed in available disclosures, he is recognized in industry circles for his rigorous research and investment acumen.

Jon Gruber's questions to VICOR (VICR) leadership

Jon Gruber's questions to VICOR (VICR) leadership • Q3 2024

Question

Jon Gruber of Lagunitas Investments asked for a timeline on the financial impact of the new Gen 5 products, specifically questioning when Gen 5 might constitute over 10% of quarterly revenue and begin contributing 'serious revenue' to the company.

Answer

CEO Patrizio Vinciarelli emphasized the revolutionary nature of Gen 5 technology, citing a nearly order-of-magnitude advantage in volumetric density over competitors. He explained that the ramp will begin with a lead customer and will take the better part of next year to expand to other customers, with significant traction expected further into 2025. He noted Vicor has been cautious about engaging with multiple customers prematurely.

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Jon Gruber's questions to Applied Digital (APLD) leadership

Jon Gruber's questions to Applied Digital (APLD) leadership • Q1 2025

Question

Jon Gruber of Gruber & McBaine requested a progress update on the hyperscaler lease finalization, referencing a 90% completion figure provided on a previous call.

Answer

Executive Wesley Cummins acknowledged the prior figure and updated the progress to being '98.5% or 99% there.' He reiterated that the remaining steps are mostly clerical and that the company is at the very end of the process, though he does not control the final timing.

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