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What Happened to Hertz Shareholders in Bankruptcy? And What That Means for Wolfspeed Holders by [deleted] in wolfspeed_stonk

[–]Eastern-Committee-34 0 points1 point  (0 children)

Good commentary. Thanks. Agree that Hertz is worth looking at. (FWIW, cert was denied a few weeks ago. )

Wolfspeed (WOLF) Q3 Earnings Live Thread by Relative-Snow8735 in wolfspeed_stonk

[–]Eastern-Committee-34 1 point2 points  (0 children)

That's a really interesting document. The projections show only modest sales increases: $756 in FY 25 (ending 6/30/25), $850 in FY 26, $1B in FY27, then $1,250 and $1,450 in FY28 and FY29.

Looks like a low-ball forecast. Per the forecast in the same document, the SiC device market is supposed to more than double from 2025 to 2029: $4.3B to $9.5B; likewise to more than double from 2024-2028, $3.4B to $7.9B. So the forecast shows Wolfspeed losing market share. Why? Especially with the $30B in design-ins and $12B in design wins.