WOLF Wolfspeed Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
00:58
02 сен
02 сен
The author warns that if tomorrow's earnings disappoint.
The author warns that if tomorrow's earnings disappoint, the stock may have little hope for recovery, reflecting a cautious outlook without an explicit short position.
05:37
01 сен
01 сен
The author analyzes the 800VDC AI power delivery value chain as a research thesis.
The author analyzes the 800VDC AI power delivery value chain as a research thesis, listing multiple beneficiaries without stating any personal positions or explicit buy calls.
03:12
01 сен
01 сен
The tweet shares a research link about 800VDC AI data centers launching in 2027 with SiC.
The tweet shares a research link about 800VDC AI data centers launching in 2027 with SiC and GaN, but expresses no directional view on any ticker.
15:49
31 авг
31 авг
The author sarcastically frames the drone maker and tech financier as antagonists in a failed.
The author sarcastically frames the drone maker and tech financier as antagonists in a failed social experiment, offering no directional trade view.
10:51
31 авг
31 авг
Author highlights stricter energy efficiency requirements boosting GaN/SiC density and sees.
Author highlights stricter energy efficiency requirements boosting GaN/SiC density and sees humanoid TAM growth as a massive semis driver, but frames it as research read-through, not a position.
17:51
30 авг
30 авг
The author jokes that Wolf's inclusion in a game is a win for shareholders.
The author jokes that Wolf's inclusion in a game is a win for shareholders, but it is a sarcastic remark rather than a directional trade call.
Низ.
09:46
30 авг
30 авг
WOLF repriced on 800V DC promises.
Mentions WOLF as a past beneficiary of 800V DC data center architecture repricing, noting significant prior moves without current directional stance.
Сред.
22:38
29 авг
29 авг
"Wolfspeed: undervalued with many risks"
"Wolfspeed is called undervalued versus competitors, but the author also agrees there are many risks; no explicit position or catalyst."
Сред.
17:39
27 авг
27 авг
WOLF noted as next-layer AI name, no direction
Author mentions WOLF as a speculative next-layer AI infrastructure name, noting selectivity across many companies, but does not commit a personal position or directional view.
Низ.
15:19
25 авг
25 авг
Author questions whether rising bond yields and Cramer's datacenter attack signal a risk-on.
Author questions whether rising bond yields and Cramer's datacenter attack signal a risk-on reversal, but offers no explicit position or directional call.
Низ.
16:49
24 авг
24 авг
WOLF core AI data center play
Author identifies WOLF as a core data center asset capturing AI transition value, benefiting as compute infrastructure demand grows.
Сред.
19:10
22 авг
22 авг
Author cautions that easy money in AI stocks is made and recommends concentrating into highest.
Author cautions that easy money in AI stocks is made and recommends concentrating into highest quality AI compounders while diversifying into non-tech sectors, with no explicit positions taken.
19:43
21 авг
21 авг
Author calls WOLF and NVTS solid names in reply context but does not state a position.
Author calls WOLF and NVTS solid names in reply context but does not state a position or forward call, so they are indexed as watch.
Низ.
11:11
21 авг
21 авг
The author notes a new ticker with high short interest but warns that shorting is poor risk.
The author notes a new ticker with high short interest but warns that shorting is poor risk management in this tape, not a directional call.
22:07
20 авг
20 авг
Author argues Wolfspeed will be the best performing stock by next year despite current weakness.
Author argues Wolfspeed will be the best performing stock by next year despite current weakness, citing future 800V DC adoption driving SiC hardware demand.
Низ.
19:16
20 авг
20 авг
Wolfspeed shares plunged after Q4 results with severe margin pressures from underutilization.
Wolfspeed shares plunged after Q4 results with severe margin pressures from underutilization costs, though AI revenue grew 20% QoQ and balance sheet restructuring is underway.
16:53
20 авг
20 авг
The author jokingly suggests they might buy WOLF at 0.20.
The author jokingly suggests they might buy WOLF at 0.20, but the hedged and sarcastic tone makes it a watch rather than a clear long position.
15:09
20 авг
20 авг
Author recaps his 2025 call track record with a +57.85% return, notes recent drawdowns.
Author recaps his 2025 call track record with a +57.85% return, notes recent drawdowns, and says he is ready to add to positions and make new calls, implying continued bullishness on his winners.
12:32
20 авг
20 авг
Long WOLF as AI datacenter SiC doubles
Maintain long WOLF despite the weak EV-driven quarter: AI datacenter revenue doubled YoY with 20% sequential growth, and secured 800V/SiC design wins plus SST devices position it for AI infrastructure demand; near-term margin/debt strain is survivable to 2030.
Выс.
12:26
20 авг
20 авг
Premarket movers report mixed results across major stocks.
Premarket movers report mixed results across major stocks, with notable declines in Advance Auto, Alibaba, Coty, and Walmart, while gains were seen in Ethan Allen, Nordson, Ultragenyx, Valvoline, Webull, and a drop in Wolfspeed.
20:45
19 авг
19 авг
The author notes the ADR was designed to fund the company.
The author notes the ADR was designed to fund the company, calling the arbitrage opportunity nice but not taking a directional position.
13:00
19 авг
19 авг
Lowe's completed its exclusive rollout of Cree light bulbs, which could drive market share gains for the supplier.
Выс.
21:23
18 авг
18 авг
The author expresses sympathy for early buyers and criticism of 2021 retail investors.
The author expresses sympathy for early buyers and criticism of 2021 retail investors, but makes no directional call on the stock.
01:32
18 авг
18 авг
Comparative mention regarding industry dynamics
Co-mentioned in a comparative thesis regarding industry dynamics and positioning.
Сред.
01:32
18 авг
18 авг
WOLF qualified for Lite-On 800V sidecar
Notes WOLF qualified for Lite-On's 800V sidecar power closet for AI racks.
Сред.
00:36
18 авг
18 авг
Potential data provider contract with Frontier Labs is mentioned as a possibility.
Potential data provider contract with Frontier Labs is mentioned as a possibility, but no position or directional call is made.
20:49
17 авг
17 авг
J.P. Morgan highlights a 30% supply gap for indium phosphide.
J.P. Morgan highlights a 30% supply gap for indium phosphide, with pricing power spreading upstream, but the tweet is a research summary without an explicit position.
13:38
14 авг
14 авг
The author dismisses the possibility of a gap fill if the stock reaches all-time highs.
The author dismisses the possibility of a gap fill if the stock reaches all-time highs, calling shorters' FUD tactics ineffective, but expresses no explicit position.
Низ.
04:19
14 авг
14 авг
The author argues that long-term targets invite competitors like YMTC to invest for market.
The author argues that long-term targets invite competitors like YMTC to invest for market share, a strategic caution rather than a directional trade call.
01:23
13 авг
13 авг
The author argues a re-rating will occur once investors recognize that long-term agreements are.
The author argues a re-rating will occur once investors recognize that long-term agreements are consolidating the supply chain, leaving competitors disadvantaged, but no explicit position is stated.
Об аналитическом покрытии WOLF
Buzzberg отслеживает WOLF (Wolfspeed Inc.) в 69 источниках. Бычьих сигналов: 40, медвежьих: 4, от 68 аналитиков. Сентимент преимущественно бычий (18%). Всего отслеживаются 204 торговые идеи. За последние 7 дней: наблюдение: 9. Последние спикеры: Damnang, photoncap, jukan05.