Chancellor Olaf Scholz says: In Saarland, #Wolfspeed and #ZF find the conditions to shape the next great industrial revolution. This investment is an expression of our central political objectives: reducing dependencies and strengthening the ability to act. #SiliconCarbide
Laser annealing is going mainstream in chips! 🔥
WolfSpeed (SiC leader) is adopting laser annealing for SiC wafers, and it's expanding to 400+ layer NAND + advanced logic too. Samsung's SiC foundry plans might follow. Game changer for power semis and high-stack memory.
Big upgrade incoming.
$WOLF Wolfspeed said that the expansion program builds on its confidence that demand for next-generation data center power architecture innovations continues to be strong. It said the move effectively positions itself to deliver high-voltage SiC power solutions engineered to drastically reduce energy loss and maximize efficiency for modern AI infrastructure.
“The sheer scale of AI computing demands a fundamental rewrite of data center power architecture," Wolfspeed CEO Robert Feurle said.
"Moving to higher voltages is no longer optional—it's a necessity. With our new data center solutions team at the epicenter of tech innovation, Wolfspeed is uniquely positioned to deliver the high-voltage solutions our hyperscaler and ODM partners need to build the efficient data centers of tomorrow,” he noted.
$WOLF $WOLFSPEED We were "probably" one of the first to become truly bullish in wolf in 2025 when it was the butt of jokes (understandably so). Yesterday's negative black candle down was a great opportunity to buy more. Won't be surprised if it 10x from here in 2 years. So many tailwinds for next 2-3 years. In addition to their best in class/world and revolutionary data center products new age Solid State Transformers and 10k Mosfets, the US reversion back to pro-EV and pro-RE policies will be big catalysts going forward in 2027-28. Slightly high risk balance sheet (caution), but overall very favorable macros plus highly asymmetric upside might more than make up for it. Just something to think about : their competitors On Semiconductor and Infineon has market caps 10-30x bigger than Wolf...but get this, Wolf has substantially better technology and maybe a much bigger manufacturing capacity in some areas compared to these far bigger sized competitors.
Wolfspeed introduces 2 new 3.3 kV SiC power modules—purpose-built to enable both established grid-scale players & emerging players with modular architectures to modernize energy infrastructure to unlock the full potential of AI and electrification. https://t.co/700wPKRrsi
$WOLF (Wolfspeed) paring the massive gains after market open. Still up 13%
Citrini Research with a bullish stance
SiC demand is growing as data center power needs are exploding. And Wolfspeed is one of the few companies with real volume production at scale.
$WOLF now has a cleaner balance sheet post Chapter 11.
Meet $XNDX, the Tradr 2X Long XNDU Daily ETF. Trade the first pure-play, publicly traded photonic quantum computing company with 2x daily leverage. For bulls looking to press the accelerator on the momentum of @XanaduAI. Investing in leveraged ETFs involves significant risk. https://t.co/3G4csU5SSi
Toronto-based quantum computing company Xanadu has started trading on the Nasdaq under the ticker $XNDU.
CEO @_cweedbrook on the decision to go public via SPAC:
My $XNDU callout from yesterday on the 3m chart still holding strong! No sell signals and we are still holding well above the trend line.
Will update on any sell signals or if we fall back into bearish territory!
A ~1,400% revenue growth story just dropped. Datavault AI $DVLT reported preliminary FY25 revenue of $39M, crushing the $6M estimate. The company is reaffirming its ambitious $200M guidance for FY26.