$WOLF

5 theses

bullish 100%neutral 0%bearish 0%

Avg return (6m)

—

Win rate (6m)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

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

Recent theses

Prices as of Jun 10, 4:59 PM ET

$WOLFDDbullish

u/jimmy-smallz · 6d ago4 prior · awaiting results

Long WOLF calls · 40 contracts

Connecting the dots: Wolfspeed is about to get $1.5B from the White House. MAKE WOLFSPEED GREAT AGAIN

Wolfspeed call options positioned for significant upside as DOE funding announcement and debt refinancing catalysts are expected to materialize within 90 days (July/August timeframe), with stock currently trading ~$67.

At post $67.06Now $43.42-35.3% since postedas of Jun 10, 4:59 PM ET

1d-17.9%

3d-17.9%

1w—

1m—

3m—

6m—

1y—

original post →

$WOLFDDbullish

u/jimmy-smallz · 6d ago4 prior · awaiting results

Long 1000 shares of WOLF

Connecting the dots: Wolfspeed is about to get $1.5B from the White House. MAKE WOLFSPEED GREAT AGAIN

Wolfspeed is poised to receive $1.5B in federal funding ($750M DOE DPA + $750M CHIPS Act) for its SiC wafer fab, secured by first-priority liens on Siler City facility. Refinancing high-cost debt (9.875%) with cheaper government financing (~3.5%) will save $83M annually and unlock value as fab utilization increases from current depressed levels.

At post $67.06Now $43.42-35.3% since postedas of Jun 10, 4:59 PM ET

1d-17.9%

3d-17.9%

1w—

1m—

3m—

6m—

1y—

original post →

$WOLFDDbullish

u/jimmy-smallz · 10d ago4 prior · awaiting results

Long WOLF

The MP/Intel setup is here again and you are all too busy pumping SPCE to notice. $CLF and $WOLF DD

Wolfspeed is the only domestic SiC power semiconductor manufacturer, essential for grid infrastructure and solid-state transformers. The restructured balance sheet and capital structure explicitly anticipate $450M+ in government award disbursements. The White House CHIPS funding template (equity stakes rather than grants) mirrors the Intel playbook and will drive stock appreciation.

At post $52.95Now $43.42-18.0% since postedas of Jun 10, 4:59 PM ET

1d—

3d+16.5%

1w+4.0%

1m—

3m—

6m—

1y—

original post →

$WOLFDDbullish

u/jimmy-smallz · 11d ago4 prior · awaiting results

Long 1000 shares of WOLF

The ex-meme that went bankrupt and now holds the key to solving AI's grid connection problem: $WOLF DD

Wolfspeed, a formerly bankrupt EV-focused SiC manufacturer, is positioned to dominate the critical solid-state transformer (SST) market needed to solve AI data center grid connection problems. The company's recent 10kV MOSFET breakthrough and partnership with Amperesand unlock commercial viability for SSTs, with a $13B TAM by 2030 and national security tailwinds; the author targets $200 EOY.

At post $52.95Now $43.42-18.0% since postedas of Jun 10, 4:59 PM ET

1d—

3d+15.3%

1w+4.0%

1m—

3m—

6m—

1y—

original post →

$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.