Ticker brief
WOLF WOLFSPEED INC
Technology · Semiconductors
last close
$25.85
1 day
-4.1%
14 days
-18.7%
mkt cap
$2.1B
signals 14d
73
authors 14d
38
crowd 14d
-2.9σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 136% mid · 63 pctile own 1y | IV/HV 1.23× (as of 2026-08-06) |
| Skew — 25Δ RR 30d | +0.130 94 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +9.40 elevated | 5-session Δ -3.63 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2025-09-26 (z=4.1) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-27 · now +0.65 (−1 bearish … +1 bullish)
Who spoke38
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @boring_invest | B | -2.67 | 13 | +0.34 |
| @schaeffers | C | +3.18 | 10 | -0.37 |
| @Financhle | C | · | 3 | -0.63 |
| @nrossolillo | B | +0.92 | 3 | -0.48 |
| @HeidingOut | C | -1.40 | 3 | -0.38 |
| @nft_hu | A | +1.64 | 3 | -0.23 |
| @bboczeng | B | -2.45 | 2 | +0.05 |
| @zohmbastic | C | -1.38 | 2 | +0.12 |
| @RYANHINGSHING | A | -0.48 | 2 | -0.23 |
| @Kaizen_Investor | B | -2.09 | 2 | -0.55 |
| @ClassicRoy | C | -1.52 | 2 | -0.35 |
| @Omercheema | · | -0.44 | 2 | -0.90 |
| @Stevendiaz | B | -1.17 | 1 | -0.20 |
| @paurooteri | B | -0.29 | 1 | +0.40 |
| @PeloSwing | C | -0.75 | 1 | +0.60 |
| @Brad_E_Schulz | C | · | 1 | +0.00 |
| @bullishchart | C | -2.31 | 1 | +0.55 |
| @dnystedt | B | -1.58 | 1 | +0.50 |
| @kunal00 | C | -0.85 | 1 | +0.35 |
| @snmart | A | +0.38 | 1 | +0.75 |
| @ChipsandWafers | A | +0.08 | 1 | -0.40 |
| @AlexsOptions | C | +1.69 | 1 | -0.25 |
| @DonJamesTrades | C | +2.89 | 1 | +0.00 |
| @KASM_Capital | C | · | 1 | -0.60 |
| @cfaryanoconnell | C | -1.48 | 1 | -0.10 |
Recent signals30of 73 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-27 | @boring_invest | +0.60 | Argues defense can validate Wolfspeed's 10kV SiC technology before grid-to-AI adoption. | -4.1% | tweet ↗ |
| 2026-08-27 | @boring_invest | +0.70 | Bullish thesis says rising system voltages expand Wolfspeed's SiC content and high-ASP opportunity. | -4.1% | tweet ↗ |
| 2026-08-26 | @Pablo01618 | +0.35 | Frames transformers as an energy-industry bottleneck and promotes a related thematic ticker basket. | -4.0% | tweet ↗ |
| 2026-08-25 | @BlackPantherCap | +0.35 | Questions whether rising long-term rates and Cramer's bearish data-center commentary are a contrarian risk-on confirmation. | +2.2% | tweet ↗ |
| 2026-08-24 | @boring_invest | +0.55 | Raises supply-timing risks for AAOI and MXL while preferring WOLF and VICR. | +4.4% | tweet ↗ |
| 2026-08-22 | @bboczeng | -0.70 | Praises SPY as a wealthy investor's holding while explicitly calling four speculative stocks garbage. | +0.3% | tweet ↗ |
| 2026-08-22 | @ParadisLabs | +0.50 | Advocates concentrating in quality AI compounders and rotating some capital toward non-tech sectors. | +0.3% | tweet ↗ |
| 2026-08-21 | @RYANHINGSHING | +0.40 | Goldman chart shows power semis, analog chips and wafers shifting from oversupply toward tight supply. | +0.3% | tweet ↗ |
| 2026-08-21 | @financespotnews | -0.60 | Wolfspeed shares fell after Q4 sales of $150M and a 20% gross loss. | +0.3% | tweet ↗ |
| 2026-08-21 | @nrossolillo | -0.75 | Says Wolfspeed's bankruptcy occurred and another adverse outcome appears highly probable. | +0.3% | tweet ↗ |
| 2026-08-21 | @earnings_guy | +0.00 | Links performance data for prior-day reporting companies; ticker output is capped at six. | +0.3% | tweet ↗ |
| 2026-08-21 | @boring_invest | +0.35 | Briefly affirms prior WOLF content, but the underlying context is unavailable. | +0.3% | tweet ↗ |
| 2026-08-20 | @HeidingOut | -0.50 | Author discloses a WOLF position and jokingly describes it as a horror. | -1.9% | tweet ↗ |
| 2026-08-20 | @boring_invest | +0.15 | Frames a linked WOLF earnings debrief around a coming positioning phase. | -1.9% | tweet ↗ |
| 2026-08-20 | @bubbleboi | +0.80 | WOLF could be the best-performing stock by this time next year. — Explicit one-year bullish forecast backed by future SiC hardware demand and Rubin Ultra timing. | -1.9% | tweet ↗ |
| 2026-08-20 | @Omercheema | -0.90 | WOLF posted a wider loss, revenue decline and miss, negative margins, and negative operating cash flow | -1.9% | tweet ↗ |
| 2026-08-20 | @Omercheema | -0.90 | Predicts WOLF will go bankrupt again at its current trajectory | -1.9% | tweet ↗ |
| 2026-08-20 | @nft_hu | -0.65 | Argues low utilization prevents WOLF's 200mm cost advantages from reaching financial results. | -1.9% | tweet ↗ |
| 2026-08-20 | @nft_hu | +0.55 | Summarizes WOLF leadership, AI data-center growth, Gen5 production and its 200mm transition. | -1.9% | tweet ↗ |
| 2026-08-20 | @nft_hu | -0.60 | WOLF missed Q4 expectations, retained negative margins and issued a $140M-$160M Q1 revenue range. | -1.9% | tweet ↗ |
| 2026-08-20 | @TWFeditor | -0.45 | Reports WOLF shares falling again. | -1.9% | tweet ↗ |
| 2026-08-20 | @Financhle | -0.70 | Reports a WOLF put position growing from $4.46 million to $10 million. | -1.9% | tweet ↗ |
| 2026-08-20 | @boring_invest | +0.35 | Reports a possible WOLF design win at Megmeet tied to Nvidia's 800VDC data-center architecture. | -1.9% | tweet ↗ |
| 2026-08-20 | @ClassicRoy | -0.70 | Midday sell recommendations for WMT, BILI, WOLF, CCL, and QBTS. — Explicit forward sell recommendations across five stocks. | -1.9% | tweet ↗ |
| 2026-08-20 | @Kaizen_Investor | -0.50 | Recaps historical calls and reports a combined 57.85% return, including individual gains and losses. | -1.9% | tweet ↗ |
| 2026-08-20 | @ClassicRoy | +0.00 | Lists options with increasing implied volatility. | -1.9% | tweet ↗ |
| 2026-08-20 | @nrossolillo | -0.55 | Dismisses WOLF after flat sequential revenue guidance and plans further supply-chain analysis. | -1.9% | tweet ↗ |
| 2026-08-20 | @OpenOutcrier | -0.60 | Wolfspeed shares plunged after a larger-than-expected loss. | -1.9% | tweet ↗ |
| 2026-08-20 | @Kaizen_Investor | -0.60 | Reports a difficult Q4 FY2026 revenue and EPS miss despite maintaining a long-term bullish thesis. | -1.9% | tweet ↗ |
| 2026-08-19 | @HeidingOut | -0.45 | Discloses continued ABCL ownership and reports gains in ABCL and FIGR. | -11.1% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.