COMPANY
Wolfspeed
WOLF:US
Primary coverage by Pierre Ferragu
Research
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Power semiconductors: Our updated thoughts following the PCIM conferenceMay 16, 2023 — Pierre Ferragu
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Cloud capex jump to finance A.I. deployments, the Mobileye cheese souffle effect, and much more. Tech Weekly Wrap-Up April 28thMay 1, 2023 — Pierre Ferragu
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Wolfspeed 3FQ23: Execution bites the dust; peak uncertainty, but the Bull case is intact. Buy $80April 27, 2023 — Pierre Ferragu
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Semiconductor cycle update: How much played out? Where to be long? Where to be short?April 24, 2023 — Pierre Ferragu
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Tesla’s Master Plan 3: implications for power semisApril 18, 2023 — Pierre Ferragu
Events
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Mar
31TechnologyMarch 31, 2021Hosted by Pierre FerraguWatch Replay -
May
07TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Jun
23TechnologyJune 23, 2021Hosted by Pierre FerraguWatch Replay -
Sep
09TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Jan
12TechnologyJanuary 12, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Nov
16TechnologyNovember 16, 2022Hosted by Pierre FerraguWatch Replay