Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Wolf speed -- Ignore unavailable to you. Want to Upgrade?

To: teevee who wrote (10657)	9/1/2024 5:00:16 PM
From: Lou Weed	Respond to of 10712

Thanks for the feedback teevee. Interesting on the top 4 holders owning 40%. Just thinking out loud as to how much of their stake in WOLF is compared to their overall assets? If they are sitting on substantial gains in other holdings (most likely), would they not be open to a premium from where we are now, so they can offset some of their realized gains for tax purposes? Again....this is conjecture on my part but it could be valid. We shall see..... <<Wolfspeed "secret sauce" also has considerable value as few if any competitors can duplicate what WOLF is currently doing.>> I believe that used to be the case. Their competitors are gaining market share and from what I'm hearing, the Chinese substrate quality is constantly improving. The Chinese also have one big advantage currently over Wolfspeed.....that's China Inc. It shall be very interesting to see how this plays out. I'm sticking with my strategy of swing trading it for small gains in the short term with the hopes of holding a position when and if they announce a takeover. Whatever happens, the BOD needs to seriously consider Lowe's performance, for the sake of the shareholder base.