Wolfspeed, Inc. (WOLF) - Episode 71 - Sep 26, 2025
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Show Notes
Is Wolfspeed (WOLF) a phoenix rising from the ashes of bankruptcy or a dying star heading for a black hole? This episode of D-Risk dives into the high-stakes drama of the silicon carbide semiconductor specialist, whose stock just plummeted over 20% pre-market despite a recent court approval of its debt-slashing reorganization plan. The fundamentals are a chaotic mess, with analyst "fair value" estimates swinging from a lofty $29 to a negative valuation, and a jaw-dropping 51% of the available shares sold short. We strip away the noise to dissect the technical carnage, analyzing the decisive breakdown below key support and the overwhelming bearish conviction from professional skeptics, to determine if this flash crash is a final capitulation or the violent start of a potential, face-ripping short squeeze that could ignite on any flicker of good news.