Posts on WOLF

Latest ideas and analyses related to Wolfspeed Inc. Common Stock

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WOLF

+11 pts



$WOLF Wolfspeed - Sep Meeting Takeaways

By Btam on Oct. 5, 2022, 4:06 a.m.
Tagged topics: management meeting

Views: 3, Votes: 2, Responses: 0, Attachments: 1
WOLF

+18 pts



$WOLF Strong F4Q22 beat impressive, but outdone by big boost to long-term growth targets; Buy

By ethonomics on Aug. 18, 2022, 6:08 p.m.
Tagged topics: earnings beat

Views: 11, Votes: 3, Responses: 0, Attachments: 1
WOLF

+39 pts



$WOLF Upgrade to Buy ahead of a significant EPS inflection; risk-reward skewed much higher on pullback + improved visibility

By ethonomics on June 24, 2022, 4:39 p.m.
Tagged topics: analyst upgrade

Views: 21, Votes: 4, Responses: 0, Attachments: 1
ENTG , AMAT , LRCX , UMC , MRVL , WOLF

+39 pts



Global Semiconductor Conference: Key Takeaways from Day 1

By ethonomics on June 7, 2022, 4:19 p.m.
Tagged topics: management commentary

Views: 44, Votes: 5, Responses: 0, Attachments: 1
IIVI , LITE , ANET , CMBM , CDW , CSCO , GLW , FFIV , NSIT , LAZR , JNPR , KEYS , QCOM , WOLF , XRX

+50 pts



Networking & Hardware Themes Across Companies and Investor Conversations from 50th Annual TMC Conference

By realjoe on May 27, 2022, 3:17 p.m.
Tagged topics: investment themes

Views: 44, Votes: 5, Responses: 2, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 24, Votes: 2, Responses: 0, Attachments: 1
AAPL , XRX , FFIV , JNPR , TEL , APH , GLW , WOLF , NATI

+37 pts



Positive set up into earnings

By CdnInvstr on Jan. 24, 2022, 3:44 p.m.
Tagged topics: earnings preview

Views: 54, Votes: 4, Responses: 0, Attachments: 1
AAPL , ANET , CDW , CIEN , FFIV , KEYS , QCOM , TEL , WOLF , DELL , JNPR , ST

+78 pts



Current Value over Growth rotation is driving support for 2021 underperformers rather than focusing on fundamentals

By bbern3 on Jan. 20, 2022, 4:01 p.m.
Tagged topics: sector rotation , growth vs value

Views: 227, Votes: 8, Responses: 2, Attachments: 1
AMD , AKTS , ADI , AAPL , AVGO , DGII , IIVI , PI , KN , MTSI , MRVL , MCHP , MU , NPTN , NVDA , NXPI , ON , QRVO , QCOM , SMTC , SKYT , SWKS , WOLF

+67 pts



2022 to favor larger more profitable cash generating names in semi

By bbern3 on Jan. 4, 2022, 10:17 a.m.
Tagged topics: semiconductors

Views: 86, Votes: 4, Responses: 0, Attachments: 1
AMBA , ADI , ARBE , ALGM , CDNS , DIOD , MRVL , MXL , MCHP , NXPI , QCOM , QRVO , RMBS , SMTC , SLAB , SWKS , SNPS , WOLF , ON

+67 pts



2022 Automotive, Mobile & IoT Semiconductor/EDA Outlook

By JH on Dec. 28, 2021, 11:08 a.m.
Tagged topics: analyst checks , semiconductors , IoT , mobile , 2022 outlook , wells-fargo

Views: 283, Votes: 10, Responses: 1, Attachments: 1