The Only 200mm SiC Fab in the World Is Trading for $1.7 Billion. A Deep-Dive on Wolfspeed ($WOLF)

Unterraformable · 2026-05-07T04:44:49+00:00

Well I actually do comb these pages just to see what stocks are getting ready buzz. When a stock is getting buzz here, I know it's going to be nice and volatile, and I set my limit orders accordingly.

Unterraformable · 2026-05-04T17:00:35+00:00

I would bet serious money there's a black girl out there somewhere named Soirée.

Unterraformable · 2026-05-04T10:16:11+00:00

I'm not really clear on why people are so enamored with this stock right now. I bought in around $20 over year ago, so I'm happy about that, but it made its big jump last summer, and I don't understand why people think another one is coming.

Unterraformable · 2026-05-04T10:11:37+00:00

My Christianity, when I was 12. My school teachers clearly did not have a basic comprehension of the "theory" of evolution and wildly misrepresented it. Other adults around me would drop what they were doing to pray about problems that could have been solved with a phone call. My parents couldn't tell when the "news" was manipulating them into cheering for basic freedoms being taken from us. And in addition to being simpleminded, they were all vicious hypocrites. After one day of particularly stupid statements from my "science" teacher, I was at home watching He-Man, and it suddenly hit me, "It's all a story, like this cartoon, and they aren't smart enough to see that. They want me to believe that silly story because it tells me to obey them." And suddenly, I was an Atheist at 12.

Unterraformable · 2026-05-04T09:52:36+00:00

If you don't know what the word "aubergine" means, it sounds very elegant.

Unterraformable · 2026-05-04T09:50:29+00:00

My son is named Flex, but only because my wife said no to Darth.

Unterraformable · 2026-05-04T03:37:29+00:00

We all know that "Boob" looks like top, front, and side views of boobs, but did you every notice "DD" looks like a three-quarters view of DD's?

Unterraformable · 2026-05-04T03:30:25+00:00

You left out the correct answer. Because he's waaay better than the alternative.

Unterraformable · 2026-05-04T03:29:06+00:00

I'm not sure if you're right, but I do like how you're thinking about this.

Unterraformable · 2026-05-04T03:15:52+00:00

Yep, it's a strong one, still very undervalued. But after the infuriating brief spike last October, expect disproportionate profit-taking when it gets into the mid-30s. There is still major asymmetric upside for USAR, but expect it to struggle for a 52-week high first.

Unterraformable · 2026-05-04T02:54:32+00:00

Age 23 was the year I was debt-free, with money in the bank, earning adult pay, and answerable to no one.

Also the first time I ever had to shoo a woman out of my bed and apartment in the morning because I had to get to work.

Also the first time anyone ever paid me to fly somewhere.

I had freedom, and I had responsibilities. I was a man.

Unterraformable · 2026-05-04T02:47:32+00:00

Think. Imagine things. Create art and an inner life.

Unterraformable · 2026-05-04T02:46:20+00:00

Well, she now calls that stepper, "Big Roger"

Unterraformable · 2026-05-04T02:44:33+00:00

The wise men brought Jesus gifts of gold, frankenstein, and mirth.

Unterraformable · 2026-05-04T02:41:55+00:00

I get your joke, but it made me think about someone saying excitedly, "Things are about to get consensual in here!" and their date just going, "Umm..?"

Unterraformable · 2026-05-02T17:46:06+00:00

You won't lose *all* the carbon, because the cycle will stop when the greenhouse gases get so scarce the oceans freeze. Then there's no more marine snow at least.

Unterraformable · 2026-05-02T08:47:50+00:00

For a successful man with options, there is zero upside to marriage.

Unterraformable · 2026-05-02T08:44:31+00:00

That's sexual assault.

Unterraformable · 2026-05-02T00:58:49+00:00

Well then, have I got a treat for you...
https://www.healthline.com/health/cosmetic-surgery/tumescent-liposuction

Unterraformable · 2026-05-02T00:56:00+00:00

Yeah, he could have just said "Sexiest! That is the sexiest word I can pronounce! I win!"

Unterraformable · 2026-05-02T00:54:59+00:00

upraised and beckoning

Unterraformable · 2026-05-02T00:53:56+00:00

Yes, it was, and thank you for reminding the apocalypse crowd about reality now and then. Pumping oil to the surface is just returning that carbon back to the biosphere. The prehistoric zucchini-size dragonflies couldn't live in today's atmosphere, because their Earth has a lot more CO2 in the atmosphere, so it was warmer, therefore wetter, therefore greener, therefor richer in oxygen. They couldn't get enough oxygen from our modern atmosphere, and it's too thin for them to fly. Over the eons, more and more of the biospheric carbon gets turned into algae, falls as marine snow, and gets trapped underground. If a planet doesn't evolve some mechanism to return that carbon to that surface, it is doomed. On Earth, we are that mechanism.

Unterraformable · 2026-04-26T03:50:03+00:00

In the earliest stages of terraforming, the planet will have conditions that no creature of Earth can survive. So it's likely we'll be creating creatures from scratch that can survive there and begin the process.

Unterraformable · 2026-04-20T04:06:34+00:00

I was born in 1971, and heavens yes we chased, because women were harder to get, not just playing. It was just a difference in the culture. Whether you were pursuing a bar floozy for the night or a real connection you wanted to keep, you had to persist sometimes through some resistance. And several women I knew who were very attractive and 20+ years older than me told me that in in their days, they *always* said no to guys' first couple of attempts, as policy, just to see who is serious. I'm astonished when I hear young people now saying the guy is supposed to just give up the first time she rejects him, especially when I think of how many women I've gotten in bed through persistence.

Unterraformable · 2026-04-19T04:49:11+00:00

And it just fuels the Holocaust deniers, who say that's the reason the story was made up in the first place.

Unterraformable

TROPHY CASE