u/Neither_Departure739 — thesis ledger

Window	Theses	Resolved	Win rate	Avg return	Median return
1d	1	1	0%	-11.2%	-11.2%
3d	1	1	0%	-11.2%	-11.2%
1w	1	1	0%	-0.7%	-0.7%
1m	1	1	0%	-38.3%	-38.3%
3m	1	1	0%	-54.7%	-54.7%
6m	0	0	—	—	—
1y	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-11.2%

-0.7%

-38.3%

-54.7%

—

Thesis history

$WOLFr/wallstreetbetsDiscussionbullish

u/Neither_Departure739 · 162d agono track record yet

Wolfspeed (WOLF) looking prime for 2-3x from here

WOLF is transitioning to AI data center revenue with 50% then 30% QoQ growth. At full utilization in 1-2 years, management guides $3B revenue and >40% EBITDA, implying significant upside from current $3B market cap. High short float (80%) and expensive borrowing costs ($1.60/share/day, 933% APR) create a potential short squeeze catalyst.

At post $69.96Now $22.56-67.8% since postedas of Oct 23, 1:45 PM ET

1d-11.2%

3d-11.2%

1w-0.7%

1m-38.3%

3m-54.7%

6m—

1y—

original post →

End of results.