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?


Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/rG4OvQopGnc.

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