Wolfspeed. Every tracked FinTwit mention of $WOLF, newest first. 95 mentions since the first on Aug 23, 2025. See the price chart.
July 2026 · 6 mentions
Jul 16
KaizenInvestor — @j4m3s83 $WOLF certainly has a protected downside↗
Jul 7
KaizenInvestor — Been a bit offline lately as we moved over the weekend and been very busy on the job.
I'm very calm in this market, $WOLF just reached my buying target so I added a bit more at $…↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
Jul 1
Tech Fund — SiC Power Semis - China’s Yangjie Tech says capacity is fully booked (SCMP)
Positive indicator for $IFX $WOLF $STM
The SiC industry has been in strong oversupply in recent years…↗
Jul 1
KaizenInvestor — Great CICC report on SiC and GaN. $NVTS can be an interesting GaN play here but I'm holding $WOLF as a SiC play.
Wolfspeed is a pure-play SiC power specialist with a suppressed v…↗
KaizenInvestor — Levels I’ll add to my stocks. This is based on allocation to my own portfolio as well as how undervalued some might be.
As you’ll see, some stocks are still far from my adding zo…↗
Jun 24
AlmaCap — $AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at…↗
Jun 23
KaizenInvestor — @TacticzH From your screenshot I own: $WOLF, $OUST, Sk Hynix, and $GOOGL. But most of the companies I own, you can include in a AI supply chain 😅↗
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 · 5 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…↗
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…↗
January 2026 · 7 mentions
Jan 24
Serenity — @Zlack00 SICC had a showcase in 2024, $COHR has its own 300mm milestone in December 2025.
$WOLF claimed to be first 300mm "single crystal" wafer. Others were claimed to be poly-c…↗
Jan 24
Serenity — The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers…↗
Jan 24
Serenity — @foogleman1234 That's probably convertible note arbitrage with $WOLF↗
Jan 24
Serenity — @__EthanHunt__ I listed $WOLF in my list of potential bottlenecks, and the company genuinely is interesting.
But there's a difference between "bottleneck" and good investment.…
December 2025 · 1 mention
Dec 15
Frenchie — $IRBT
J’ai le même feeling que sur $WOLF et $BYND
Je vais me positionner pour un play degen dessus.
Just a Funny Advice https://t.co/tXRfoMJWvU↗
October 2025 · 1 mention
Oct 10
Ben Pouladian — @akramsrazor just emerged from Ch.11 with ~$1.3B liquidity, ~$2.1B debt, and only ~26M shares.
At $30, that’s a ~$2B enterprise value for the only U.S.-based, vertically integrated…↗
— In 1956 Eisenhower signed the Federal Highway Act and authorized 41,000 miles of new interstate highway across the United States.
The existing roads worked fine. The problem was t…
KaizenInvestor — $WOLF is the most volatile stock I own. It goes up or down in double digits 😅
If you can handle the volatility, it’s one of the most undervalued AI stocks at the moment. https://…↗
Jun 15
Serenity — @Joseph363555684 No positions in $WOLF right now, but I’m cheering it on anyway since it’s a core part of American supply chains.
Still think financials are a bit toxic, but mayb…↗
Jun 15
Serenity — Yep, very stupid to be a bear.
When Trump is doing everything to boost markets before Midterms.
On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration.
$…↗
Jun 15
Serenity — @JSCC2020Lee Yep, $NVTS, $POWI, $ON, $WOLF, $AOSL $XFAB, and others with power semi exposure probably get a bump from q3 pull forward.
(disclosure have exposure to xfab + navitas…↗
Jun 14
KaizenInvestor — @TacticzH If you are looking for one that has not gone up too much, I would look at $WOLF.↗
Jun 11
Serenity — Markets should be cheering on domestic champions like $AAOI.
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.
Feel…↗
Jun 9
BULL OF BRITAIN — FYI if the @SemiAnalysis_ news is real. (Speculative)
Its bullish for $AAOI. CPO is what eventually replaces pluggable transceivers.
$AAOI's whole business is pluggables.
CPO…↗
Jun 9
BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution.
Based on a Semianalysis report.
> CPO and 800V will be delayed till 2028/29 a huge pushback in the system.
> 400…↗
Jun 8
KaizenInvestor — A lot of investors wondering how to profit form the new NVIDIA's 800V HVDC architecture. $WOLF published a great white paper on why SiC is necessary for the pivot. Here is my summa…↗
Serenity — Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.
1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR -…↗
Jun 7
PhotonBull — This guy has a tendency to be VERY early to the next major AI theme
He runs some of the best performing @joinautopilot portfolios with @michaelsikand
His moves? He went all in o…↗
Jun 7
KawzInvests 🦑 — From 2023 to 2026 $NVDA kept adding more GPUs to each rack but the underlying power system stayed the same. Think of it like adding more appliances to your house without rewiring a…↗
Jun 6
KaizenInvestor — @degenlurker_ Have a couple on my whatchlist, probably $PL, $WOLF, $OUST↗
Jun 5
Ben Pouladian — Wolfspeed's CFO gave me the one number the sell-side has never printed
SiC dollar content per megawatt in the AI rack, today and at the next architecture
BofA's 8 named suppliers…↗
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…↗
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
PhotonBull — $WOLF seems to be getting some attention on X right now over the long weekend
My thoughts in the quoted tweet:↗
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 17
PhotonBull — $WOLF: Post bankruptcy SiC turnaround story with the only 200mm SiC fab at scale in the US.
Fresh start accounting, 45M shares outstanding, Renesas anchored with a board seat, CFI…↗
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 15
Ben Pouladian — @Crussian17 @WisemanCap All right here $WOLF https://t.co/ymKFKK9GRM↗
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 13
Ben Pouladian — @insane_analyst Yes I’m with you on that with $WOLF https://t.co/NGLHdLZ7cU↗
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 12
Ben Pouladian — $WOLF in good company with @citrini
"Our conviction in the asymmetry descends by tier - most in Tier 3 and 4 have already re-rated and never had much of the EV overhang to begin…↗
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
Ben Pouladian — ~93% of the cap table is locked
Real tradeable float: ~7M shares.
Short interest: ~11M
The microstructure under the bottleneck trade I called for paid subs in The Watt Tax
https…↗
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 6
Ben Pouladian — $WOLF trades like a busted EV name
It’s actually the only vendor commercially shipping a 10kV SiC MOSFET
The part that enables solid-state transformers, which compress AI grid-in…↗
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…↗
— 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…
Tradable Astronaut — Dropped a video breaking down exactly how I use the @AionAnalytics index to find trades.
Walked through $HTZ $WOLF $CRWV $CRDO & how I go from a score to an actual entry.
Bookma…↗
Serenity — $WOLF ($464M) is the paradigm of the "Bear-Bull" Paradox.
Wolfspeed is the holy grail of AI with SiC wafers.
And this foundry just made the world’s first 300mm single-crystal SiC…↗
Jan 18
Serenity — @gauchos805 $WOLF was probably the most interesting one up there after restructuring.
$LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC,…↗
Jan 18
Serenity — Personal TLDR research.
Western supply chain bottlenecks like $LPTH and $AXTI:
$MTRN - Beryllium (Spor Mountain)
$HALEU - Uranium | SMRs
$ESE - Space fuel tanks (through Va…↗