$WOLF
Wolfspeed, Inc.How his view evolved
Every substantive take he's posted on $WOLF, newest first — each labelled with the stance he expressed at the time.
- Jun 15, 2026Neutral
@Joseph363555684 No positions in $WOLF right now, but I’m cheering it on anyway since it’s a core part of American supply chains. Still think financials are a bit toxic, but maybe with more market support + subsidies it will go brrr
View on X → - Jun 15, 2026Bullish
Yep, very stupid to be a bear. When Trump is doing everything to boost markets before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to https://t.co/uh8HRxOE3w https://t.co/Mw8CvE4RB4
View on X → - Jun 15, 2026Bullish
Yep, very stupid to be a bear in this market. When Trump is doing everything he can to boost market prices before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful https://t.co/sbkibcLngN https://t.co/Mw8CvE4RB4
View on X → - Jun 15, 2026Bullish
@JSCC2020Lee Yep, $NVTS, $POWI, $ON, $WOLF, $AOSL $XFAB, and others with power semi exposure probably get a bump from q3 pull forward. (disclosure have exposure to xfab + navitas)
View on X → - May 26, 2026Bearish
@beroccan I didn’t have $WOLF unfortunately. I thought financials were toxic when I first look at them at $15
View on X → - Jan 24, 2026Neutral
@__EthanHunt__ I listed $WOLF in my list of potential bottlenecks, and the company genuinely is interesting. But there's a difference between "bottleneck" and good investment. Felt my the DD I did would go to waste, so ended up just posting it. https://t.co/XCICxxODXQ
View on X → - Jan 24, 2026Bullishconviction 3/4
$WOLF ($464M) is the paradigm of the "Bear-Bull" Paradox. Wolfspeed is the holy grail of AI with SiC wafers. And this foundry just made the world’s first 300mm single-crystal SiC wafer last week. $NVDA Rubin + architectures likely need 300mm SiC interposers and Wolfspeed is https://t.co/GavrpOye1f https://t.co/OoXWkJIZpr
View on X → - Jan 18, 2026Bullish
@gauchos805 $WOLF was probably the most interesting one up there after restructuring. $LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC, so possibly most explosive 10x upside. $MTRN is probably the most stable one up there with decently high
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