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    Jon Gruber • Lagunitas Investments

    Jon Gruber's questions to Vicor Corp (VICR) leadership

    Jon Gruber's questions to Vicor Corp (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 Corp (APLD) leadership

    Jon Gruber's questions to Applied Digital Corp (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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