Wolfspeed: The Post-Bankruptcy Reset Is Working (NYSE:WOLF)
· seekingalpha.com
Wolfspeed (WOLF) shifts from EV to scarce AI infrastructure play—30% AI DC rev growth, $476M refi, 200mm SiC edge.
We have been tracking the SiC/GaN semi space since late 2023 across On, Infineon and STMicro. One pattern we keep seeing is that buyer narrative changes very fa...