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


To: Ron who wrote (10717)2/8/2026 9:29:05 AM
From: Lou Weed1 Recommendation

Recommended By
Ron

  Respond to of 10718
 
IMO the real hurdle is the Chinese Materials suppliers (Sanan, Tanke Blue etc.). I still talk with former colleagues in the industry who are telling me that their quality has improved dramatically the last couple years and they're driving pricing down the rabbit hole. Wash, rinse, repeat. For a one trick pony like Wolfspeed, that's a huge hurdle. Time will tell but the only buying I'll be doing on this stock will be for quick scalp day trades or very short-term swings.