WOLF Wolfspeed Inc. Loading... : Bullish and Bearish Analyst Opinions
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19:33
Jul 17
Jul 17
Author is going live to discuss AI and markets with favorite trade ideas and a $100K buy, but no explicit position on WOLF is stated.
LOW
20:17
Jul 16
Jul 16
The author notes WOLF has protected downside but does not state a personal position or forward call, only a factual observation.
LOW
18:42
Jul 16
Jul 16
The author suggests Level One could perform decently but expects little upside after factor-neutral adjustments, indicating a cautious view without a clear directional position.
21:15
Jul 15
Jul 15
The author bought a bit more but prefers to buy in a bullish market, indicating a cautious stance rather than a strong directional call.
17:40
Jul 15
Jul 15
The author notes that only Wolf reached their target price while other stocks are approaching, but this is a retrospective observation without a forward-looking trade call.
LOW
14:47
Jul 10
Jul 10
The author cut their WOLF position before the correction and is waiting for market and sentiment to stabilize before re-entering.
LOW
00:20
Jul 10
Jul 10
Author notes a premarket rally and potential for volatility but warns against celebrating early, indicating a watch rather than a position.
18:17
Jul 08
Jul 08
The author's reply is a vague rhetorical question about a wolf emoji, not a trade idea or position.
LOW
18:03
Jul 08
Jul 08
No ticker in AUTHOR_TEXT; parent context suggests WOLF but author does not explicitly endorse or name ticker. Insufficient for directional trade.
LOW
15:50
Jul 07
Jul 07
Author confirms a fresh add to an existing WOLF position at $34.3, with a longer-term buying target of $24 suggesting further accumulation appetite on weakness; personal conviction buy with a defined level.
MED
03:14
Jul 06
Jul 06
Short power semi names with direct 800v architecture exposure — Kyber NVL144 delay of 12+ months to 2028 removes a key near-term demand catalyst for 800v-linked power semiconductors.
MED
22:08
Jul 05
Jul 05
The author contrasts a difficult path to $4.2069 with an easy path to $100, implying a bullish skew but lacks an explicit position or forward call.
12:45
Jul 05
Jul 05
Author increased WOLF position, indicating high conviction in the stock's asymmetric risk/reward profile.
MED
13:42
Jul 01
Jul 01
Author recommends Wolf as a high-risk, high-reward entry candidate in response to a direct question about best current picks; low-conviction casual endorsement.
MED
12:50
Jul 01
Jul 01
Long WOLF at 4.8% allocation as the preferred SiC play; author argues bankruptcy overhang is still depressing valuation below peers, while economic tailwinds and a technical moat against Chinese competition provide a recovery catalyst.
MED
08:58
Jul 01
Jul 01
Buy Wolfspeed as a post-bankruptcy pure-play SiC specialist trading at a discount to peers; AI rack power density scaling (140kW→1MW+) drives 3.3kV SiC module demand where Wolfspeed holds a manufacturing moat, with value capture CAGRs of 144–379% as data centers migrate to 800V DC architectures by Phase 3/4 (2028–2029+).
HIGH
09:39
Jun 30
Jun 30
The author agrees with the parent that the wolf would have prevented the situation but does not express a current position or trade idea.
LOW
12:17
Jun 27
Jun 27
Author plans to add to existing WOLF position at $36, citing undervaluation and portfolio allocation as the basis for the entry level.
MED
15:21
Jun 25
Jun 25
The author dismisses short interest as a mostly useless number, offering no directional view on the ticker.
14:13
Jun 25
Jun 25
The tweet notes that an AI chipmaker is trading at a 12% discount to its IPO price and a 52% loss from its first post-IPO trade, but does not express a directional position.
12:46
Jun 24
Jun 24
SiC leader for 800V solid-state transformers and high-efficiency conversion. Dedicated data-center team and qualified capacity positions it to capture rising content per MW.
HIGH
12:26
Jun 24
Jun 24
Co-mentioned as a candidate for weekly put-selling strategy due to elevated IV of 138.9%; no confirmed author position.
MED
21:00
Jun 23
Jun 23
Author discloses owning these stocks as AI supply chain holdings, implying a bullish bias across the group.
MED
20:40
Jun 23
Jun 23
The author is researching the Physical AI value chain and asking for additions to their overview, not expressing any directional positions.
LOW
13:28
Jun 22
Jun 22
Buy Wolfspeed as a SiC wafer/device supplier; stock severely depressed by EV demand collapse, but AI data center 800V DC power conversion demand from price-insensitive hyperscalers represents a structural demand replacement catalyst.
MED
19:59
Jun 18
Jun 18
Buy WOLF as the company's 300mm SiC wafer technology (vs. competitors still on 150mm) positions it to expand from EV dependency into datacenter/space markets; CHIPS Act secured $750M+ funding, datacenter segment already grew 50% on 200mm wafers, yet market assigns zero growth premium at ~$1.7B market cap post-Chapter 11 restructuring.
HIGH
15:34
Jun 17
Jun 17
Utilization levels at foundries are expected to surge dramatically, signaling strong demand that could positively impact semiconductor supply chains.
12:45
Jun 17
Jun 17
Vertically integrated SiC player with post-restructuring balance sheet, potential AI datacenter design wins, and 200mm ramp — highest risk/reward in the basket.
HIGH
11:54
Jun 17
Jun 17
The author simply calls Wolfspeed a quality name in reply to another account without stating a position or forward-looking view.
About WOLF Analyst Coverage
Buzzberg tracks WOLF (Wolfspeed Inc.) across 39 sources. 36 bullish vs 2 bearish calls from 39 analysts. Sentiment: predominantly bullish (28%). 123 total trade ideas tracked. Past 7 days: 5 watch. Latest voices: michaelsikand, kaizen_investor, AahanPrometheus.