COMPANY
Wolfspeed
WOLF:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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Bible 1Q24 – Autos: Semi cycle hits. Time to buy the stocks.June 18, 2024 — Pierre Ferragu
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Bible 1Q24 – Industrials: Past the bottom, but the pace of recovery may be slowJune 3, 2024 — Pierre Ferragu
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2025 outlook for datacenter AI, BEVs slow, Hybrids accelerate, AMD GPUs, and much more. The Weekly Wrap-UpMay 6, 2024 — Pierre Ferragu
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Wolfspeed 3FQ24: Downcycle in industrials overshadows progress in Mohawk. Buy, $44May 2, 2024 — Pierre Ferragu
Events
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Jun
12TechnologyJune 12, 2023Hosted by Pierre FerraguWatch Replay -
Nov
16TechnologyNovember 16, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Jan
12TechnologyJanuary 12, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Sep
09TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
Jun
23TechnologyJune 23, 2021Hosted by Pierre FerraguWatch Replay -
May
07TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31TechnologyMarch 31, 2021Hosted by Pierre FerraguWatch Replay