Deep Sail Capital on X
@upand_right A lot of $WOLF calls. I mean they have a unique asset that they spent $7b on, you would think eventually they get the volumes to make it viable.
NYSE
Wolfspeed, INC.
WOLF
4 stories
$1.2B Market cap · 2026-10-30
Power Semiconductors: The Follow-Up
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…
Research Roundup Vol. L
Wolfspeed, Nordson and Nucor target AI data-center demand through 800-VDC power, chip testing equipment and domestic steel capacity, aided…
CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad
Cerebras’s upcoming WSE 3.5 targets power delivery and clock speeds; the analysis argues parametric yield, not defect routing, is key to…
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