Added to YB: 2026-05-08
Pitch date: 2026-05-05
WOLF [bullish]
Wolfspeed, Inc.
+38.95%
current return
Author Info
No bio for this author
Company Info
Wolfspeed, Inc., a semiconductor company, focuses on silicon carbide and gallium nitride (GaN) technologies in Europe, Hong Kong, China, rest of Asia Pacific, the United States, and internationally.
Market Cap
$1.7B
Pitch Price
$32.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-11.81
P/E
-2.49
EV/Sales
3.25
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Wolfspeed: The Cheapest Real-Asset Trade in AI Datacenter
WOLF: US-only 200mm SiC fab at $2.5B EV vs $5-7B sunk capex + $7-11B replacement cost. AI DC SiC TAM doubled to $10-12B since Sept '25 bk emergence on hyperscaler capex +$220-270B & 800V timeline pull-in 2-3yrs. $20-40K SiC/MW today → $145-275K by 2028-30 architecture flip. 10kV MOSFET leader, 300mm wafer first (TSMC interposer option), vertically integrated. DPA Title III, Renesas 35% anchor. 7M true float vs 11M short (157%). Comp catch-up: NVTS/VICR re-rated 2-20x, WOLF still at fresh-start valuation.
Read full article (20 min)