Hawkeye

[Hawkeye @JPABLO86]

@gabrielboric @izkia Asi con estos delincuentes.

[Brooke Pendergraft @ericaa_brooke]

@realDonaldTrump @realDonaldTrump let’s get American base semiconductor @Wolfspeed the backing we need

[CNN Chile @CNNChile]

Caso ProCultura: Revelan que Giorgio Jackson fue incluido por Fiscalía en lista de vigilancia de “personas de interés”

https://t.co/imrb6Zi3BC

[Wolfspeed, Inc. @Wolfspeed]

This isn't just a leadership transition; it's a voltage shift.
New energy is pulsing through Wolfspeed with CEO Robert Feurle at the helm. His focus includes:
📈 Revenue growth
⚙️ Ramping production
🏆 World-class service
⚡️ Leading in SiC
👥 Building a competitive organization

[Meganoticias @meganoticiascl]

Catalina Pérez será formalizada este lunes: Se le imputan tres delitos de fraude al fisco
https://t.co/MNARRgKJAD

[Hawkeye @JPABLO86]

Podrán hablar solo del betis en el partido, hablan de la selección argentina a quien le importa eso.@DSports

[Sebastian R. @SebastianRochaZ]

🔴Fiscalía concluye que dineros de ProCultura "derivaron en financiamiento irregular de la campaña de Gabriel Boric " 💵

Este mismo sujeto pontificaba hace menos de un mes que la política debe hacerse con las manos limpias.

Todo el rigor de la ley con este delincuente !🫡

[WenaChile @WenaChile]

"Se burlaron, nos tomaron el pelo": Actriz chilena de 42 años perteneciente a la fundación Procultura
se habría apropiado de $500 millones destinados a campamentos de Antofagasta, de acuerdo a un
reportaje de Mega Investiga ??.

[ValInv @ValInv1]

@realDonaldTrump $GME 2.0 see $WOLF Wolfspeed all USA the only vertically integrated SiC Chip maker is being attacked by the same greedy hedge funds. USA failure to fulfill 750M committment riskss other countries getting their hands on $WOLF & sending it into Bankruptcy per Q3 10Q
https://t.co/RepqXu4tcg… 41% Float Shorted ++ Institutions Holding 22.2M Put Options on Wolfspeed, Inc. $WOLF manipulating #SEC REG SHO loop hole counterfeiting WOLF shares like $GME in false cause of liquidity. It really to promote stock lending desks. My rate has sky rocket lending $WOLF. Like Steve Cohen x PM Gabe Plotkin 2M Puts in $GME buying Puts allows market maker under REG SHO #SEC to counterfeit or sell short a stock they do not own, do not borrow and never intend to. They goal is to destroy these companies so they never have to cover the short and thus never have a tax effect. Tell #SEC it is wrong. r/wallstreetbets and r/RoaringKitty here is you chance. Short Squeeze anyone. Summary Insitutional Ownership Insiders Following $WOLF Quotes by TradingView This table provides information about the put option holders of Wolfspeed, Inc. (WOLF). We have compiled data on the institutions that hold put options on the stock, with a total of 22.2 Million put options outstanding, which have been reported (via 13F filing form) to have a value of $90.4 Million at the end of the reported quarter. These put option holders have the right, but not the obligation, to sell AAPL shares at a specified price within a certain time frame. SAME CAST OF CHARACTERS HF that will destroy jobs, capital, INNOVATION if TRUMP let's them. HoldingReport Dateputs HeldHolding Value (Reported)Last TradeTrade HistoryHoldingReport Dateputs HeldHolding Value (Reported)Last TradeTrade History Jane Street Group, LLC New York, NY Feb 14, 2025Q4 2024 3,090,500puts $12.6 Million0.0% of portfolio Q4 2024Added 25.41% Shaolin Capital Management LLC Miami, FL Feb 14, 2025Q4 2024 2,500,000puts $10.2 Million1.07% of portfolio Q4 2024Added 42.86% Whitebox Advisors LLC Minneapolis, MN Feb 14, 2025Q4 2024 2,000,000 puts$8.16 Million1.13% of portfolio Q3 2024Added 100.0% Ken Griffin Citadel Advisors LLC | Chicago, Il Feb 14, 2025Q4 2024 1,808,600 puts$7.38 Million0.0% of portfolio Q4 2024Added 4.92% Susquehanna International Group, LLP Bala Cynwyd, PA https://t.co/7bKpMBYcUC the worst of the bunch. Feb 14, 2025Q4 2024 1,663,700 puts $6.79 Million0.0% of portfolio Q4 2024Reduced 22.53% Paloma Partners Management CO Greenwich, CT Feb 14, 2025Q4 2024 1,200,000 puts$4.9 Million0.47% of portfolio Q4 2024New holding Walleye Trading LLC Plymouth, MN Feb 13, 2025Q4 2024 1,125,400 puts$4.59 Million0.02% of portfolio Q4 2024Added 395.12% Squarepoint Ops LLC New York, NY Feb 14, 2025Q4 2024 1,006,800 puts $4.11 Million0.01% of portfolio Q4 2024Added 25.99% Bank Of America Corp Charlotte, NC Feb 14, 2025Q4 2024 821,800 puts $3.35 Million0.0% of portfolio Q4 2024Added 362.46% Two Sigma Investments, LP New York, NY Feb 14, 2025Q4 2024 680,000 puts $2.77 Million0.01% of portfolio Q4 2024Reduced 22.73% Wolverine Trading, LLC Chicago, IL Feb 14, 2025Q4 2024 614,900 puts $2.51 Million0.0% of portfolio Q4 2024Added 2.84% Sculptor Capital LP New York, NY Feb 14, 2025Q4 2024 509,800 puts $2.08 Million0.1% of portfolio Q4 2024Added 84.64% Capstone Investment Advisors, LLC New York, NY Feb 14, 2025Q4 2024 450,400 puts $1.84 Million0.01% of portfolio Q4 2024Reduced 13.07% Caption Management, LLC Oklahoma City, OK Feb 14, 2025Q4 2024 436,200 puts $1.78 Million0.03% of portfolio Q4 2024Reduced 18.19% Peak6 LLC Chicago, IL Feb 13, 2025Q4 2024 422,600 puts $1.72 Million0.01% of portfolio Q4 2024New holding Capital Fund Management S.A. Paris, I0 Feb 13, 2025Q4 2024 411,300 puts $1.68 Million0.01% of portfolio Q4 2024Reduced 5.99% Israel EnglanderMillennium Management LLC | New York, Ny Feb 14, 2025Q4 2024 404,800 puts $1.65 Million0.0% of portfolio Q4 2024Added 61.15% D. E. Shaw & Co., Inc. New York, NY Feb 14, 2025Q4 2024 370,000 puts $1.51 Million0.0% of portfolio Q4 2024Reduced 32.11%

[Hawkeye @JPABLO86]

@GxlDeFekir Pellegrini no ha perdido ninguna final.

[LongYield @LongYield]

$WOLF Wolfspeed, Inc. Earnings Call Key Highlights:

🚀 Strategic CEO Transition and Organizational Realignment

Robert Feurle officially began his tenure as CEO, emphasizing operational stability, innovation, and revenue reacceleration.

Organizational restructuring is underway to enhance accountability and streamline decision-making.

A new Chief Operating Officer position is being created to drive execution and quality assurance.

Leadership changes include the appointment of a new global SVP of Sales and Marketing and elevation of business operations under a new Chief Business Officer.

🏭 Transition to 200mm Silicon Carbide Manufacturing

Wolfspeed reaffirmed its strategic pivot to 200mm wafers, citing superior quality and cost advantages.

Mohawk Valley fab generated $78 million in revenue (up 50% QoQ and 175% YoY), representing the successful scale-up of 200mm production.

Closure of legacy 150mm fabs in Farmers Branch and Durham remains on schedule, aiding operational simplification and margin improvement.

Sampling and customer engagement around 200mm wafers is accelerating, positioning Wolfspeed to capture share in high-quality verticals.

💡 Targeting Growth in High-Impact End Markets

Wolfspeed is doubling down on strategic verticals including AI data centers, EVs, aerospace and defense, and energy storage.

These segments require high-performance silicon carbide solutions where Wolfspeed sees a clear competitive edge.

The company aims to win share in “mission-critical” applications where quality and reliability supersede price sensitivity.

Robust demand expected once macro conditions stabilize, with greenfield capacity ready to meet future scale.

💸 Financial Performance and Liquidity Update

Q3 revenue reached $185 million, up 2.2% sequentially and in line with guidance midpoint.

Power device revenue led by automotive demand; materials revenue impacted by device market softness.

Non-GAAP gross margin was 2.2%, constrained by low utilization in legacy fabs despite gains at Mohawk Valley.

Adjusted EPS was ($0.72), exceeding the high end of guidance due to cost control and revenue mix.

📉 Restructuring and Cost Optimization Initiatives Advance

Company workforce reduced by 25%, including a 30% reduction in senior leadership roles.

FY25 restructuring charges expected to total $400–$450 million, with $57 million recognized in Q3.

Cost reduction programs and site closures are projected to deliver $200 million in annual savings.

Non-GAAP EBITDA breakeven lowered to $800 million in annual revenue, aiding visibility to profitability.

💰 Strong Liquidity and Capital Structure Realignment in Progress

Wolfspeed closed Q3 with $1.3 billion in liquidity, including $200 million equity raise and $192 million in tax refunds.

Over $900 million in Section 48D tax credits accrued to date; $600 million in cash refunds expected in FY26.

Approximately $150 million in additional cash expected from divestitures of noncore assets in 2025.

Company may pursue in-court or out-of-court debt restructuring; Form 10-Q will include going concern language due to contingency planning.

🏗️ JP Facility Progress and Federal Funding Engagement

The JP (John Palmour) facility received conditional occupancy approval in February, with full certification expected in June.

The site is central to Wolfspeed’s 200mm production strategy and is ramping in alignment with demand conditions.

Active discussions continue with the U.S. government and CHIPS program office regarding federal support.

Wolfspeed is positioning itself as a national security and reshoring partner by expanding domestic semiconductor capabilities.

📊 Cash Flow and FY26 Profitability Outlook

Free cash flow in Q3 was ($168 million), including ($142 million) in operating cash and ($26 million) in capex (net of reimbursements).

Company remains committed to achieving $200 million in positive unlevered operating cash flow in FY26, contingent on revenue targets.

Capex is being reduced as the transition to the new fab footprint is completed, aiding the path to breakeven.

Wolfspeed's revised roadmap expects improved utilization, lower costs, and higher-margin sales to drive this inflection.

🧭 Board Perspective and Strategic Refocus

Outgoing Executive Chair Tom Werner emphasized a return to core innovation in quality-led markets.

The company has met milestones laid out in January 2025, including CEO transition, equity raise, liquidity boosts, and cost reductions.

With structural foundations in place, leadership is confident in Wolfspeed’s ability to reaccelerate growth in next-gen semiconductor markets.

Execution, discipline, and strategic clarity are the focus heading into FY26.

[MisterChip (Alexis) @2010MisterChip]

Vamos a ofrecer un premio a la altura de la proeza que necesita hoy el fútbol español….

Si Athletic Club y Real Betis se clasifican esta noche para sus respectivas finales de Europa League y Conference League sortearé TRES MIL EUROS entre todos los seguidores que hagan RT.

[Hawkeye @JPABLO86]

@trini211291 @RealBetis Pellegrini quiere ganar en el primer tiempo

[buttermaker @buttermaker20]

@TrumpDailyPosts We need $wolf stock mentioned on National TV ! Heavily manipulated ! Yet going from $4.48 to $128 Wolfspeed semiconductor manufacturing facility in North Carolina right here in USA !

[JosPorsche @JosPorsche]

Need to know 'bout @wolfspeed stonk
$WOLF is heavily undervalued today.

the reason:
shorts want this company to go bust, assuming it's worthless and hoping it keeps on tanking till zero.

In reality SiC semiconductors are from strategic value.

FYI

[JosPorsche @JosPorsche]

@wolfspeed this #wolfpack is busy supporting your company and preventing shorters & hedgefunds destroying all what U have build.

We are all busy accumulating $WOLF in order to prevent shorts doing bad things with the value and Future of SiC technology. FYI

[Hawkeye @JPABLO86]

@richierich1018 @aipatternlab Short squeeze 🚀

[Hawkeye @JPABLO86]

@bvaleblv @7Innovator @7investing Short squeeze🚨🚀🚀🚀🚀🌚

[Hawkeye @JPABLO86]

@damianvtran Idiot

[Fernanda @Ferantonia28]

--Los líderes de la "superioridad moral" No eran más que una banda LADRONES disfrazados de políticos de 4ta categoría.

@GabrielBoric y su banda woke de fracasados.