Wolfspeed stock keeps hitting new lows as investors ask an important question. Is WOLF stock a good buy or a trap? We start by looking at the broader silicon carbide SiC thesis with a look at how China may become a major player with lots of SiC wafer production coming online. Then, we touch on the Tesla announcement of plans to cut back on silicon carbide usage in their electric vehicles, and how that may not matter all that much provided the costs of silicon carbide can fall enough to spur adoption. That brings us to the 8-inch wafer thesis which is what attracted investors to Wolfspeed stock in the first place. Well, that and the WOLF stock price which is just cratering, and the reason for that is poor execution. What key metrics should Wolfspeed investors watched? Glad you asked Johnny. That's in the video too which you need to go watch ASAP. Aight?

RESEARCH PIECES USED IN THIS VIDEO:
1. Is Wolfspeed Stock the Best Investment for EV Chips?
https://www.nanalyze.com/2024/02/wolf...
2. Wolfspeed Stock $WOLF Roars: EVs and More
   • Wolfspeed Stock $WOLF Roars: EVs and ...  
3. Wolfspeed Stock: A Bet on Electric Vehicles and More
https://www.nanalyze.com/2022/08/wolf...
4. Investing in Gallium Nitride and Silicon Carbide
https://www.nanalyze.com/2019/06/inve...

CHAPTERS:
00:55 Why silicon carbide is exciting
01:40 Why 8 inches matters
03:44 How China threatens Wolfspeed
05:01 Supply, demand, and Tesla
06:33 Why we wouldn't invest in STM
09:11 Wolfspeed's poor execution
12:13 Watch this WOLF metric closely
14:56 WOLF's gross margins
15:49 What's next?


ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.

Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: https://www.nanalyze.com/become-a-nan...

#wolfspeedstock
$wolf
#siliconcarbide
#wolfspeed
#semiconductorstocks
#chipstocks