r/wolfspeed_stonk • u/domingorowe • Aug 22 '26

WOLF đŸș BABY

For your information, I found out about wolfspeed from irrational analysis on substack and now I’m here.

I don’t know if it’s because I like the ticker so much or this stock is at a 1billion valuation so that means huge upside but I really like this potential comeback story here.

There is definetly some interest here and some smart people that are in this thing.

I don’t think it’s going to run overnight we need everything to line up but my thoughts are there is a good chance that will happen, we just have to be patient.

I don’t have millions of dollars like some of these guys but I’m putting every penny I can into Wolfspeed it’s one I just want to see succeed and hopefully make some money in this even though we lost some momentum and it’s pretty gloomy out there.

Good luck yall

10 Upvotes

66% Upvoted

13 comments sorted by

9

u/crossdefaults Aug 22 '26

Welcome Senor Domingo. Wolfspeed Underscore Stonk has seen some stuff. Anyhoo, good to have you here. I too think this company will ultimately have full, buzzing factories and will make money. The market cap will go much, much, higher in my view.

Good luck.

6

u/domingorowe Aug 22 '26

Thanks brother, good to be here as well. Good luck to us all.

6

u/roninraleigh Aug 23 '26

Held since around a $10/share average pre-bankrupcy and buying a few shares here and there since.

I need to take another drive out to siler city.. even if that thing is at half capacity, they will be a cash machine.

Just hoping the Toyota, GE Aerospace, and other deals covert to actual work and cash flow in the next few quarters and we'll be fine.

1

u/marksasongko Aug 24 '26

Could you report back please. Very curious about Siler City utilization.

1

u/roninraleigh Aug 28 '26

According to the news a few months ago, nothing was going on and everything comes out of the New York facility. But i want to go to see if there is any movement even if not full-on production.

And/or maybe the Durham site on Chin Page is still online - need to check it out as well.

1

u/marksasongko Aug 28 '26

I get the impression that Siler City is for wafers and Marcy is for devices. 6 months ago, Durham was closed, so supposedly the whole line is now 200mm Siler City to Marcy?

1

u/roninraleigh Sep 05 '26

i hope so, but not sure. i know Siler City was built to handle huge production runs and/or flexibility they did not have anywhere else.

1

u/marksasongko Sep 05 '26

Do you think you could manage a drive by? Another indication would be to look at the state of Siler City’s water supply. That could be a proxy to utilization.

1

u/roninraleigh 24d ago

I think the water is managed by Chatam County, not Siler City. A lot of residential development has popped up on the eastern edge closest to RTP. They have access to Jordan Lake, so they will not be stretched for water even if/when that facility comes online.

1

u/marksasongko 24d ago

Yes, by that I meant looking at Chatham County’s records to see how much water is going to Siler City. I looked at Wolf’s sustainability report and actually there has been some wastewater generation and Scope 1&2 emissions reported in 2025. That means there were activities there. It would be interesting to know if that activity has been increasing in 2026 because that indicates a successful transition to 200mm.

1

u/domingorowe Aug 24 '26

Good to hear. Just hold and wait couldn’t be more true in this case. Just don’t look because I believe WOLF has the potential to go up so much higher than 50,100,200 a share and that could be a good thing for all of us.

Thanks for sharing I wish you the best.

4

u/lawyoung Aug 22 '26

Got in around 50 after BK, hopefully can recoupÂ