Wolfspeed Forum: Community User: MisterT

Endlich, wurde auch Zeit. Mach dich ab, Junge...

nix endstufe.....5 is der anfang....die meisten analysten haben reduziert auf 8-12 dollar (von 12-ü30)......das wird mein nächster tenbagger....dauert nur länger als gedacht....

Kann aber auch jeder geschrieben haben. Naja, schauen wir mal.

So, wollte meine Detox nur kurz pausieren um die Infos mit euch zu teilen. Bin wieder weg 😄🫡

Aussage eines Mutmaßlichen Insiders von Wolfspeed: Perhaps I shouldn’t post about this but I created a throwaway account for my own identity sake. I recently learned about this community and after looking through a lot of the posts I feel like most of you are uninformed and delusional - giving into a false narrative that’s being spun by the other people here. Also, you would not be able to “pay $500 to get in” there is tight security all around the campus and you must have badge access to get anywhere on campus - especially within the manufacturing floor. Even vendor visits were highly controlled - with barriers set up to prevent vendors from accessing any area they were not there to service. I was one of the recent ~800 employees impacted by the lay offs and can share some actual insight into this company. First thing is that the company it’s self is very poorly run. There is a ton of middle management who are essentially given promotions just for the sake of a title change. There are plenty of “managers” who have either zero or one employee they actually manage. My group was poorly managed and we were often outright ignored by our managers when it came to suggestions for improvement (both self and process). This has probably been consolidated some since the layoffs but that was my experience in the few years I worked there. As far as the siler city location - it was originally slated to have almost 4000 200mm tools. However, they have currently only built around 200 with about 50 or so actively being deployed. Last I heard they have ceased building new tools completely and they are now planning on building an EPI and machine shop department in the siler city location. It is important to note that while the Siler City plant construction is mostly complete, the actual floor is mostly empty with only about 200,000 of the 2.2 million square foot being utilized at this time. On top of this - before starting production on the siler city plant they converted one of their existing buildings (actually removing the auditorium and basketball courts) for about 350 200mm tools. This building has never once ran at full capacity - even when the stock price was over $80. When I left we were utilizing only about 40% of the tools there. It is also important to note that while Wolfspeed can produce 200mm SiC chips - most of their clients do not have the same capabilities to actually use them. This, combined with a lackluster sales team, has been a major contributor to their decline in the last few years. They have shifted entirely off of RF and Lighting - making them entirely dependent on SiC. I want to be clear that my intention is not to spread negative information and try to dissuade people from investing. It is true that wolfspeed is the only SiC producer at scale in the US. However other counties are quickly catching up and pose a real threat to wolfspeed. I do believe wolfspeed can have staying power and at this price point it’s a fine risk (just as any is with the gambling industry we call the ‘stock market’)

dann noch funding-zusage und ab zur 5....fürs erste 🚀🚀🚀🚀🚀