WOLF Wolfspeed Inc. Loading... : Bullish and Bearish Analyst Opinions
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00:58
Sep 02
Sep 02
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
Sep 01
Sep 01
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
Sep 01
Sep 01
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
Aug 31
Aug 31
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
Aug 31
Aug 31
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
Aug 30
Aug 30
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.
LOW
09:46
Aug 30
Aug 30
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.
MED
22:38
Aug 29
Aug 29
"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."
MED
17:39
Aug 27
Aug 27
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.
LOW
15:19
Aug 25
Aug 25
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.
LOW
16:49
Aug 24
Aug 24
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.
MED
19:10
Aug 22
Aug 22
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
Aug 21
Aug 21
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.
LOW
11:11
Aug 21
Aug 21
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
Aug 20
Aug 20
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.
LOW
19:16
Aug 20
Aug 20
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
Aug 20
Aug 20
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
Aug 20
Aug 20
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
Aug 20
Aug 20
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.
HIGH
12:26
Aug 20
Aug 20
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
Aug 19
Aug 19
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
Aug 19
Aug 19
Lowe's completed its exclusive rollout of Cree light bulbs, which could drive market share gains for the supplier.
HIGH
21:23
Aug 18
Aug 18
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
Aug 18
Aug 18
Comparative mention regarding industry dynamics
Co-mentioned in a comparative thesis regarding industry dynamics and positioning.
MED
01:32
Aug 18
Aug 18
WOLF qualified for Lite-On 800V sidecar
Notes WOLF qualified for Lite-On's 800V sidecar power closet for AI racks.
MED
00:36
Aug 18
Aug 18
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
Aug 17
Aug 17
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
Aug 14
Aug 14
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.
LOW
04:19
Aug 14
Aug 14
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
Aug 13
Aug 13
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.
About WOLF Analyst Coverage
Buzzberg tracks WOLF (Wolfspeed Inc.) across 69 sources. 40 bullish vs 4 bearish calls from 68 analysts. Sentiment: predominantly bullish (18%). 204 total trade ideas tracked. Past 7 days: 9 watch. Latest voices: Damnang, photoncap, jukan05.