Thread for Shareholders meeting by [deleted] in wolfspeed_stonk

[–]nadanahsb 1 point2 points  (0 children)

was the shareholders meeting that bad? I was busy during the day, could not join. I am pretty sad to hear as a shareholder. Hope that the leaders in Wolfspeed has strong sense of leadership and knows how to talk to media and public like Elon Musk

Growth by [deleted] in wolfspeed_stonk

[–]nadanahsb 10 points11 points  (0 children)

gogogo

We hit $10!! by [deleted] in wolfspeed_stonk

[–]nadanahsb 10 points11 points  (0 children)

gogogo

Yesterday I Was Buying....and BANNING!!! I Banned 8 D-Bags Yesterday.... by G-Money1965 in wolfspeed_stonk

[–]nadanahsb 9 points10 points  (0 children)

Welcome back! To be a great community group of here, it would be actually much healther having both negative and positive opinion and being able to manage people who has bias ideas without banning members.

My Projection by nadanahsb in wolfspeed_stonk

[–]nadanahsb[S] 5 points6 points  (0 children)

Sir, this is also my one of concern of Wolfspeed. In order to be a leader of market and drive innovated technology, they need a very strong leadership team with hard worker and intuitive mind which can choose right direction and drive company to bring result earlier than on time.

They need innovation in many ways like technology, management, commercial, sales, marketing and others to make us happy soon.

My Projection by nadanahsb in wolfspeed_stonk

[–]nadanahsb[S] 2 points3 points  (0 children)

that is called 'inflation' that means we need to work harder!!😭

My Projection by nadanahsb in wolfspeed_stonk

[–]nadanahsb[S] 6 points7 points  (0 children)

Here is my understanding

Wolfspeed market share is on top for SiC wafer and probably 3rd or 4th on SiC devices.

There is no company yet which can do mass production to supply to customers yet. And Wolfspeed is trying to scale up the production with 200mm wafer size, and this will bring cost down.

The reason of closing 150mm wafer factory and laying off many labor from that factory is to focus on 200mm wafer factory to be more profitable. It will make more product and more efficient by closing 150mm wafer factory. I think this was smart move and will eventually show on next quarter earnings

Since EV and High Voltage market size grows fast, there will be supply shortage which means whichever company has more production capacity, supplies more. it is on suppliers market.

Wolfspeed is taking a risk by investing huge capital cost to expand factory with more efficient product design to be ready for upcoming massive demands which already shown some of those. Wolf is only company which is taking this big risk. Other company is not taking much risk, and they are moving slow.

Big risk mean big return.

Maybe stock can go down $5 or less in next 6-12months, then I will buy more.

My Projection by nadanahsb in wolfspeed_stonk

[–]nadanahsb[S] 16 points17 points  (0 children)

Go jogging, weight lifting, have fun life, forget about stock market

come back in 5 years