WOLFWolfspeed Inc
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- @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 maybe with more market support + subsidies it will go brrr
- 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. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector). And overall macro go brr from War/Strait peace deals. It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping. I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall… (South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile). But basically: Murica go brrrr.
- @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)
- 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. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $AAOI hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.
- 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 - $12.8B 6. $LFUS - $11.57B 7. https://t.co/1unM4FPf65 - $8.34B 8. $VSH - $7.86B 9. $ENPH - $7.36B 10. $NVTS - $5.77B 11. $POWI - $4.30B 12. $BDC - $4.18B 13. $EOSE - $3.86B 14. $SEDG - $3.82B 15. $AEHR - $3.1B 16. 6890.T - $2.66B 17. $WOLF - $2.16B 18. $CWR.L - $1.75B 19. $AMSC - $1.68B 20. https://t.co/43OXU9tx65 - $1.68B 21. $XFAB - $1.54B 22. $AOSL - $1.25B 23. $HYLN - $1.23B 24. $FCEL - $835M 25. $IQE.L - $780M 26. $ASYS - $276M 27. $RELL - $239M 28. 6844.T - $222M 29. 4973.T - $207M 30. $PAY.BR - $189M 31. 6616.T - $186M 32. 6882.T - $124M 33. $IPWR - $96m Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho. There's like 500 comments, but I guess X limits everything I can see. We'll see how your highest conviction ideas do.
- 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 they are. And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low ~1.28 P/B. This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag. $XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics. The main revenue ramp was around power semis with $NVDA pushing 800 vdc. So $NVTS, $POWI, $WOLF and everyone have been taking off recently. Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago. I just happened to point out the connections. Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.
- @beroccan I didn’t have $WOLF unfortunately. I thought financials were toxic when I first look at them at $15
- 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 $WOLF, but high-beta, 10x potential only. Anywhere around the world. What's your pick? https://t.co/Y10KR6HLVC