COMPANY
Wolfspeed
WOLF:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
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Autos & Industrial semis, IT budgets, Smartphones, datacenter optics, and more. Tech Weekly Wrap-upNovember 11, 2024 — Pierre Ferragu
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Wolfspeed: are margins in materials collapsing?November 11, 2024 — Pierre Ferragu
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Wolfspeed 1FQ25: Margin pressure, substrate oversupply.Lack of scale is a growing concern. Neutral, $10November 7, 2024 — Pierre Ferragu
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Silicon carbide Maelstrom. Our quick thoughtsNovember 7, 2024 — Pierre Ferragu
Events
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Dec
19TechnologyDecember 19, 2024Hosted by Pierre FerraguWatch Replay -
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
9TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
Jun
23TechnologyJune 23, 2021Hosted by Pierre FerraguWatch Replay -
May
7TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31TechnologyMarch 31, 2021Hosted by Pierre FerraguWatch Replay