$Vicor电子(VICR)$ 这个Q 果然超级狗血。

上个Q：被$Monolithic Power(MPWR)$ 抢H100份额？没事我们马上要拿到(NVDA)大单啦！

这个Q：Q3 book-to-bill came in below 1 and 1-year backlog decreased 19.6% from the prior quarter, closing at $174.7 million.

上个Q信了公司邪的苦逼卖方分析师已经快崩溃了，这口气和对象出轨“你倒是说句话啊”没啥区别。

I guess I understand that. The problem is there's a bunch of people who are short on the stock and the shorts are running around saying, you guys aren't going to see any bookings increase and you're out of the GPU business. Maybe you can just answer that question a little bit better because they're pretty vocal about the demise of Vicor, and they're really betting against you and the company. So I'm just wondering if you can help us out a little bit here, give us a little color on what you see as far as GPU land is concerned.

渣男主角：“你跟了我这么久还不相信我的人品吗？不过要我否认没有出轨是不可能的”

John, as you know, I think you've been an investor for a long time. We don't run a company based on what the shorts might do or any near-term type of consideration. We take the long view. We are very committed. We believe we are in a very unique position, the only position that can support critical market needs. So that's how we run the company, that's how we operate. We're not going to get into any debate regarding that, which to us is quite obvious with respect to the tenure of our technology, the need for it. The customers that are literally flocking to us in terms of their next-generation AI needs, it confirms what we believe and is objectively supported by numbers such as current density and PDN flexibility, and vertical power delivery capabilities that are without equal in the industry. So that's what I think investors should be reliant upon. But obviously, they have a choice to believe us or not believe us. We believe ourselves and time will tell with respect to that.