u/Neither_Departure739

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-11.2%-11.2%
3d1100%-11.2%-11.2%
1w1100%-0.7%-0.7%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$WOLFDiscussionbullish
u/Neither_Departure739 · 27d 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 $43.42-37.9% since postedas of Jun 10, 4:59 PM ET
1d-11.2%
3d-11.2%
1w-0.7%
1m
3m
6m
1y
original post →

End of results.