WOLF Wolfspeed Inc

$WOLF growing revenue and dropping breakeven ... what's not to like. This goes higher from here imho

$WOLF WOLFSPEED — THE FUTURE OF SILICON CARBIDE Demand for silicon carbide is increasing substantially across aerospace defense energy infrastructure and advanced manufacturing. Major industry relationships include GE Aerospace BorgWarner Infineon STMicroelectronics ROHM Renesas General Motors Mercedes-Benz Lucid and Jaguar Land Rover. North Carolina produces Wolfspeed's silicon carbide wafers. Its New York plant manufactures the finished products. Wolfspeed leads in 200mm silicon carbide manufacturing and introduced the industry's first commercially available 10kV silicon carbide MOSFET. THE FIGURES BEHIND THE BULLISH OUTLOOK: First-quarter fiscal 2027 revenue reached approximately $155 million. Wolfspeed also announced a conditional $1.5 billion 30-year government financing commitment to strengthen American semiconductor manufacturing.

$WOLF Adding to position and will continue. They are now tops in so many tech sectors that with ev's down, the mkt squeemish on AI Data centers, there's still industrial motors, grid battery storage, areospace & defense, and telecommunications. With 32% ownership by Renesas, they're here to stay or be acquired. I'd much prefer to see them regain closer to that $60 level before acquisition.

$WOLF We are going to see $35 after earnings. New chip facility costs a fortune. Buy more government and private funding is available. New deals with Boeg is also going to bring income .

$WOLF Within the same 10 minutes this bottoms Intc and soxx will have bottomed It doesn’t matter what it is it all does the same thing

$WOLF Market seems hyper focused on their balance sheet issues and ignoring the fact that high revenue growth will fix all that. If they get to the high end of guidance I think this will re-rate quickly, silicon carbide is on fire. The Wolf will be ok.

$WOLF A 1.5 billion dollar DOW deal with a market cap of 1.5 billion lol. Delicious. Huge squeeze immanent.

$WOLF the whole market is down guys this is not manipulation. Tinfoil hat delusional bulls

$WOLF Shorts might want to cover before we hit $35!!! Good luck shorts. This reversal could rip your face off!!!

WOLFSPEED $WOLF Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $155.0M (Est. $150M) 🟢 🔹 Adj. EPS: -$2.03 (Est. -$1.99) 🔴 🔹 Adjusted EBITDA: -$54.7M (Est. -$62.2M) 🟢 Q2 Guide: 🔹 Revenue: $155M-$175M (Est. $154M) 🟢 🔹 Non-GAAP Gross Margin: Approaching breakeven 🔹 Non-GAAP OpEx: $65M-$69M Segment Net Revenue: 🔹 Power Products: $116.8M 🔹 Materials Products: $38.2M Announcements: 🔹 Loan Commitment: 30-year, $1.5B from the U.S. Department of War Other Q1 Metrics: 🔹 Non-GAAP Gross Margin: -13% 🔹 Operating Cash Flow: -$84.2M 🔹 Cash & Investments: $995.1M Comments: 🔸 “The conditional $1.5 billion commitment from the U.S. Department of War, coupled with the multiple long-term supply agreements we announced support our commitment to returning Wolfspeed to a path of long-term, sustainable growth.” 🔸 “Our revenue results of $155 million were above the midpoint of guidance, and adjusted non-GAAP gross margin improved 710 basis points sequentially, on a slightly higher revenue base.”

$WOLF moving deliciously last couple of days still a lot to go and to grow...wolf one is gonna make my LT list hopefully......its always funny how this wolf seem stupid cheap years down the road and we say why didn't we pull the trigger? :D

$WOLF of course depreciation is high on such a magnificent facility. It cost a fortune. But depreciation is not a cash outlay. So in reality those high expenses from depreciation that seem to freak people out are just an outdated accounting lark. Gotta watch the cash flow. They actually have a longer runway to grow revenues that generally believed.

$WOLF this company is critical for US chip manufacturing. Seems like the time you would buy not sell.

$WOLF sitting on that T-LINE MUST HOLD Tech note: Symmetrical triangle with the two trend lines usually a Nutrel pattern 50/50 on its B/O direction

$WOLF hey it might squeeze now. Not that it matters given that were down 60% if you bought at 35, or down 99% if you bought pre bankruptcy

$WOLF Was busy getting drunk yesterday- what’d I miss? Did I hear “approaching break even”? 😎

$WOLF chip capacity built for the boom still has to be paid for in a slowdown. seems like a fab financed on peak demand learns fast that depreciation runs daily even when orders do not

$WOLF idk who needs to hear this but this is 21.75 CENTS a share for some people. It’s possible this thing can explode any day but it has been less than a year since bankruptcy and a r/s for the wolf.

$WOLF will be adding to my position at the end of the day....this is all market driven, will keep a little cash in case it continues Monday, but i am convinced this bounces back hard once market finds it legs.

$WOLF Gorgeous buying opportunity. Doesn’t matter if it’s $24, $27, $22- when it’s $200 you’ll wish you bought. Easiest trade in the market right now.