Bullish Case: Vehicle electrification growth supports Wolfspeed; potential upside from Mohawk Valley facility [enr.com][Helium][Helium].


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Bearish Case: Delays at Mohawk Valley facility, lowered fiscal 2024 revenue guidance, and recent negative analyst sentiment [seekingalpha.com][beststocks.com][Helium].


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Takeaway: Wolfspeed's future performance depends on the success of Mohawk Valley and managing current challenges [Helium][Helium].


Show historical takeaways

Potential Outcomes:

1. Accelerated Mohawk Valley ramp-up (30%) [Helium];

2. Prompt resolution of facility issues (35%) [Helium];

3. Continued negative analyst sentiment and growth challenges (35%) [Helium][Helium].


May 23, 2023



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