Wolfspeed. Every tracked FinTwit mention of $WOLF, newest first. 51 mentions since the first on Mar 24, 2026. See the price chart.
June 2026 · 5 mentions
Jun 4
Daave “3 and 30” Tepper — Ima be honest. Portfolio is balls long ai and was +2 today. had no idea Soxx was -2. Concentrated with 25 points cash. that would score as massive jensen’s alpha (yes I own Nvda…↗
Jun 3
Tradable Astronaut — $WOLF plain & simple, this is how you use the index
Has gone parabolic since the video.
Aion has much improved since as a tool.. https://t.co/oAY2c9ZL84↗
Jun 2
Ben Pouladian — Delta on its 9-year power program: “SST is clearly the future. If customers want, it can be deployed starting with Rubin”
Every gigawatt of that efficiency runs through 1200V sili…↗
Jun 2
Jason Luongo — 2. $WOLF - Wolfspeed
The only pure-play silicon carbide company. SiC handles the extreme voltages that standard silicon can't. Launched the first commercially available 10 kV SiC…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
May 2026 · 41 mentions
May 31
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
May 28
Serenity — I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility.
Per NIST filings stated they were the only high volume SiC foundry in America.
Making them ext…↗
Serenity — Bro media… how is $XFAB a meme stock?
Can you not repeat the same mistake with $RPI this time?
They’re literally getting CHIPS ACT funding from the EU because of how critical th…
April 2026 · 3 mentions
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 25
KaizenInvestor — Companies I’m going to look into this weekend:
$HIMX
$ENSI
$MEMS
$TRT
$VICR
$FTC
$LPKF
$SHMD
$NOC
$QRVO
$WOLF
If you don’t want to waste a lot of tile on researching new companie…↗
March 2026 · 2 mentions
Mar 29
KaizenInvestor — Done some research this weekend on smaller photonics plays.
$SIVE
$SOI
$IQE
$OPTX
$HIMX
$WOLF
$VLN
$QRVO
My research has honestly worried me a bit here. I read lots of good thin…↗
Mar 24
Serenity — US Chip ACT Funding is one of the largest signals.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.6…↗
KaizenInvestor — $WOLF down almost 20% today.
Should you panick as a long-term investor?
Let's see what happened since the earnings may 5th.
1. Citrini's highlight (May 13): Thematic research…↗
May 26
Ben Pouladian — Wow @ID_AA_Carmack the man behind Wolfenstein, Doom, and Quake just validated why a 10kV SiC MOSFET is a game changer $WOLF https://t.co/cjMYPDHBYl↗
May 26
KaizenInvestor — Let me update you on my public calls in the last 2.5 months, if you followed with 1K each time:
The calls
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20…↗
May 26
Serenity — @beroccan I didn’t have $WOLF unfortunately. I thought financials were toxic when I first look at them at $15↗
May 26
Ben Pouladian — Power Is Everything
BofA’s Vivek Arya just modeled the AI power semi market, and the cleanest read is the power split
The 600kW+ rack pool is worth $0 today
The megawatt rack do…↗
May 25
TheValueist — $NVTS $WOLF $POWI $IPWR Updated analysis - 05/24/26 8:48 PM ET
Original tweet: https://t.co/oIcwWc8uOu
METHODOLOGY
• Source capture: authenticated X API refresh of the root post,…↗
May 24
Frenchie — @aleabitoreddit I’m long on both
$NVTS
$WOLF
I use leverage on $WOLF had many good calls on it especially with my family WhatsApp group
Funny they never invested in it 🤣 http…↗
May 24
Serenity — All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.
Especially given $NVDA pushing shift to 800 VDC.
Stuff like $NVTS or $WO…↗
May 24
Tradable Astronaut — Aion Index update. 05/24.
1190 tickers scored across 31 sector profiles.
Here's the full breakdown of what the model is showing right now.
$WOLF is the standout. 16-day streak.…↗
May 24
Frenchie — @ChleuhDoctor On en parle ce soir en live !
TLDR du mois dernier :
J’ai bougé quelques positions pour renforcer une exposition vers les MCU/Power
$STMPA $WOLF
Je regarde pa…↗
May 22
AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE
We're a…↗
May 21
Tradable Astronaut — The AION Index global leaderboard across 1,186 tickers.
Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…↗
May 21
Ben Pouladian — Wolfspeed just announced 3.3 kV SiC modules in two industry-standard footprints
That is not an EV part
That is a grid and AI rack part in a drop-in package
$WOLF https://t.co/lMF…↗
May 20
AlmaCap — I have been trimming $LPK to buy more $IQE and cash.
I put 10% of the port into LPK when i made this post. This is basically as big as I go into a single name (excluding memory ri…↗
May 17
TheValueist — $STM $WOLF $NVTS $ON GaN and SiC: The System-Architecture Race in AI Power
The 650V power semiconductor market is no longer a straightforward comparison between GaN and SiC — the…↗
May 16
TheValueist — $STM $WOLF $NVTS $ON EXECUTIVE OVERVIEW
The source table is a useful high-level competitive map of 650V-class GaN and SiC discretes, but it should not be treated as a clean device…↗
May 14
KaizenInvestor — @UntappedAlpha Last month? $RKLB, $WOLF, SK Hynix and Filtronic↗
May 14
KaizenInvestor — $WOLF keeps pumping on the Citrini report.
Citrini noted that Wolfspeed aggressively overextended itself by building massive production capacity for EV/industrial demand that nev…↗
May 13
AlmaCap — $WOLF
You are buying $5bn (cost to build) of strategic, irreplaceable Western 200mm SiC capacity for c$3bn EV, with utilisation operating leverage alone, no pricing assumption req…↗
May 13
AlmaCap — $WOLF, trading at less than the historical cost of their facilities and demand is going to be building. I am long.↗
May 13
Frenchie — @gblw_ Je pense qu'il est possible qu'on voit un gros mouvement haussier sur STMPA
$TXN / $WOLF / $STMPA / $INFINEON sont entrain d'être repricé↗
May 13
KaizenInvestor — $WOLF keeps surging, now +25% in pre-market. https://t.co/QLjbJuVXwZ↗
May 12
TheValueist — $WOLF Wolfspeed: Strategic Pivot, the Path to SiC Recovery, and Investment Thesis.
Wolfspeed has emerged from Chapter 11 with a restructured balance sheet and a repositioned strat…↗
May 12
TheValueist — Some big trades relative to OI in $WOLF today. https://t.co/m3FeztQUcc↗
May 11
KaizenInvestor — The market is quickly rerating $WOLF. SiC is a critical material for a lot of future markets from datacenters to space.
The company struggles with a lot of debt but every quarter…↗
May 10
KaizenInvestor — @n0r1sk1tn0b1skt I'm not allowed to give financial advice, but the latest stocks I added were Filtronic (FTC) and $WOLF.↗
May 10
KaizenInvestor — I have some new followers asking about my porftolio. I always give a monthly update on my portfolio but as I had the question a lot last week, I share it again.
I have 15% cash b…↗
May 9
KaizenInvestor — You can earn so much by just listening to earning calls and interpret the numbers.
The algo’s just look at the basic earning numbers and decide to trade on that, they don’t inter…↗
May 8
KaizenInvestor — I calculated the value if you followed all my decisons with 1K in the last 2 months:
The decisions
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20 - 50 s…↗
May 7
KaizenInvestor — Up 25% in 2 days already on $WOLF. 1 of the few greens today. https://t.co/EyZxmgI4VB↗
May 6
KaizenInvestor — Just listened to the $WOLF earnings call. Not the most dynamic call to be honest, but we'll take it.
There are 2 main things I take away form the earnings call.
1 - The new go-…↗
May 6
KaizenInvestor — $WOLF with a positive 21.35% swing at the opening. Interesting after these results.
Will be able to listen to the earnings call in about an hour. https://t.co/oq4I1BUpso↗
May 6
KaizenInvestor — Rough set of earnings for me yesterday.
Pre-market
$TMDX: -20%
$WOLF: -12%
$OUST: -6%
Will listen to the earning calls of $WOLF and $OUST on the way home tonight. On first sigh…↗
May 5
Tech Fund — "Power semi content will 10x with the move to 800V racks. Lots of power semi content outside the rack with solid state transformers" - ON CEO
We did the last review of this space…↗
May 5
KaizenInvestor — I initiated a position in $WOLF yesterday. I bought the stock at $36.
I discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidl…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗