Added to YB: 2026-06-23
Pitch date: 2026-06-20
WOLF [bullish]
Wolfspeed, Inc.
-53.86%
current return
Author Info
No bio for this author
Company Info
Wolfspeed, Inc., a semiconductor company, focuses on silicon carbide materials and devices for power applications in Europe, Hong Kong, Singapore, China, rest of Asia Pacific, Japan, the United States, and internationally.
Market Cap
$1.6B
Pitch Price
$59.80
Price Target
80.00 (+218%)
Dividend
N/A
EV/EBITDA
-9.09
P/E
-3.35
EV/Sales
3.25
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
I Sold My Nokia for Two Stocks Nobody's Watching. One Already Went Bankrupt. - Wolfspeed, Inc.
WOLF: Bought post-bankruptcy new equity (June 2025 reset wiped old holders to ~0.008 share); shed ~70% debt, kept fabs/patents. Thesis: world's largest SiC substrate maker (~1/3 share), supplies rivals. AI data centers shifting to 800V (NVIDIA Computex) needs SiC. Up ~20%. Risks: beta ~8, $8-80 range, SiC price war, China 40% capacity, 70% demand still EV.
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