COMPANY
Wolfspeed
WOLF:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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Bible 2Q24 – Autos: Semis at the trough of the cycle, while end demand slowsSeptember 5, 2024 — Pierre Ferragu
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Xiaomi’s EV, Auto & Industrial cycle, Uber/Cruise, and more. Tech Weekly Wrap-upAugust 28, 2024 — Pierre Ferragu
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Bible 2Q24 – Industrials: Recovering slowlyAugust 23, 2024 — Pierre Ferragu
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Wolfspeed 4FQ24: Steps in the right direction, but scale concerns remain. Neutral, $16August 22, 2024 — Pierre Ferragu
Events
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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
09TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
Jun
23TechnologyJune 23, 2021Hosted by Pierre FerraguWatch Replay -
May
07TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31TechnologyMarch 31, 2021Hosted by Pierre FerraguWatch Replay