COMPANY
Wolfspeed
WOLF:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
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Bible 4Q23 – Autos: Production at a high, EVs slowing, correction in Semis.February 28, 2024 — Pierre Ferragu
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Bible 4Q23 – Industrials: Still more pain to comeFebruary 26, 2024 — Pierre Ferragu
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Our cloud & hyperscale capex theses play out, fleshing out AMD’s $400bn TAM, MI300 taking off, trailing edge pulling back. The Tech weekly wrap-up.February 5, 2024 — Pierre Ferragu
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Wolfspeed 2FQ24: Early Mohawk ramp on track. Next step is Siler City enabling growth inflection. Buy $52.February 1, 2024 — Pierre Ferragu
Events
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Jun
12TechnologyJune 12, 2023Watch Replay -
Oct
18 -
Nov
16 -
Jan
12TechnologyJanuary 12, 2022Watch Replay -
Oct
18 -
Sep
09TechnologySeptember 9, 2021Watch Replay -
Jun
23TechnologyJune 23, 2021Watch Replay -
Mar
31 -
May
07TechnologyMay 7, 2021Watch Replay