$Wolfspeed Inc.(WOLF)$ seems l-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Wolfspeed Inc.(WOLF)$ seems like shorters are taking profits before the feds call. A further dip exptect but likely to stay between $1.8 to $2.5 til Oct 3rd.

Once the exit from chapter 11 is cleared, we can expect a slight climb towards $5 🧐

An Analysis by TigerAI reveals a bullish future for $WOLF:

Scenario 1 — Best case (30% probability)

Summary: Emerges from Chapter 11 cleanly, Mohawk Valley ramps smoothly, margins improve, revenues grow rapidly with SiC demand.

Timeline: Exit Chapter 11 (Q4 2025), full Mohawk ramp and improved yields by mid-2026 → 200mm fab approaching targeted utilization by end-2026.

Scenario 2 — Base case (45% probability)

Summary: Wolfspeed exits bankruptcy, achieves steady but slow improvement in operations and margins as 200mm capacity ramps—recovery is real but slower than hoped.

Timeline: Exit Chapter 11 Q4 2025 → gradual fab yield improvement through 2026–2027; selective customer wins.

Scenario 3 — Worst case (25% probability)

Summary: Post-reorg execution fails — Mohawk ramp problems, weak demand or aggressive competition drive prolonged losses. Company struggles to achieve sustainable margins despite lighter debt.

Timeline: Exits Chapter 11 but faces continued cash drain through 2026–2027; further asset rationalization or dilutive financing may be required.

#NotFinancialAdvice #PureSpeculation #DueDiligence #DoYourOwnResearch

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Comments

JackQuant
2025-09-17
JackQuant
哇，你的稀释成本太低了。
- Baby Munchlax:
  是的，DCA低买高卖。这降低了我的风险，我可以在崩溃中生存。我的目标是积累更多头寸，直到wolf至少达到8美元，然后再抛售50%的头寸。
  
  示例：您现在以2.3美元买入10手，并以3.5美元卖出5手，您的余额5手将为1.1美元
blimpy
2025-09-17
blimpy
Interesting analysis

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This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/54ad3652a27c4e595021456c27367536","width":"927","height":"1599"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/54ad3652a27c4e595021456c27367536","width":"927","height":"1599"}],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a><v-v data-views=\"1\"></v-v> seems like shorters are taking profits before the feds call. A further dip exptect but likely to stay between $1.8 to $2.5 til Oct 3rd.&nbsp;\n<p><br></p>\n<p></p>\n<p>Once the exit from chapter 11 is cleared, we can expect a slight climb towards $5 🧐</p>\n<p><br></p>\n<p>An Analysis by TigerAI reveals a bullish future for $WOLF:</p>\n<p>Scenario 1 — Best case (30% probability)</p>\n<p></p>\n<p>Summary: Emerges from Chapter 11 cleanly, Mohawk Valley ramps smoothly, margins improve, revenues grow rapidly with SiC demand.</p>\n<p>Timeline: Exit Chapter 11 (Q4 2025), full Mohawk ramp and improved yields by mid-2026 → 200mm fab approaching targeted utilization by end-2026.</p>\n<p>Scenario 2 — Base case (45% probability)</p>\n<p>Summary: Wolfspeed exits bankruptcy, achieves steady but slow improvement in operations and margins as 200mm capacity ramps—recovery is real but slower than hoped.</p>\n<p>Timeline: Exit Chapter 11 Q4 2025 → gradual fab yield improvement through 2026–2027; selective customer wins.</p>\n<p>Scenario 3 — Worst case (25% probability)</p>\n<p>Summary: Post-reorg execution fails — Mohawk ramp problems, weak demand or aggressive competition drive prolonged losses. Company struggles to achieve sustainable margins despite lighter debt.</p>\n<p>Timeline: Exits Chapter 11 but faces continued cash drain through 2026–2027; further asset rationalization or dilutive financing may be required.</p>\n<p></p>\n<p><br></p>\n<p>#NotFinancialAdvice #PureSpeculation #DueDiligence #DoYourOwnResearch</p><img src=\"https://community-static.tradeup.com/news/54ad3652a27c4e595021456c27367536\" tg-width=\"927\" tg-height=\"1599\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a><v-v data-views=\"1\"></v-v> seems like shorters are taking profits before the feds call. A further dip exptect but likely to stay between $1.8 to $2.5 til Oct 3rd.&nbsp;\n<p><br></p>\n<p></p>\n<p>Once the exit from chapter 11 is cleared, we can expect a slight climb towards $5 🧐</p>\n<p><br></p>\n<p>An Analysis by TigerAI reveals a bullish future for $WOLF:</p>\n<p>Scenario 1 — Best case (30% probability)</p>\n<p></p>\n<p>Summary: Emerges from Chapter 11 cleanly, Mohawk Valley ramps smoothly, margins improve, revenues grow rapidly with SiC demand.</p>\n<p>Timeline: Exit Chapter 11 (Q4 2025), full Mohawk ramp and improved yields by mid-2026 → 200mm fab approaching targeted utilization by end-2026.</p>\n<p>Scenario 2 — Base case (45% probability)</p>\n<p>Summary: Wolfspeed exits bankruptcy, achieves steady but slow improvement in operations and margins as 200mm capacity ramps—recovery is real but slower than hoped.</p>\n<p>Timeline: Exit Chapter 11 Q4 2025 → gradual fab yield improvement through 2026–2027; selective customer wins.</p>\n<p>Scenario 3 — Worst case (25% probability)</p>\n<p>Summary: Post-reorg execution fails — Mohawk ramp problems, weak demand or aggressive competition drive prolonged losses. 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