$VICR just posted revenue of $143.4M, up 26.9% quarter over quarter, with EPS at $1.04 versus $0.44 last quarter. Backlog jumped to $380M, up 26% QoQ and 145% year over year, gross margin ticked up to 58%. The one piece still open is Fab2, that gets addressed on the call, so full judgment is on hold until we hear it. Strong headline print, but the real read comes after the call.

Aggregated and distilled by Two Sentence Traders. Not financial advice.