Wolfspeed: The Post-Bankruptcy Reset Is Working

Wolfspeed (WOLF) is now positioned as a scarce AI infrastructure asset, not a distressed EV supplier. Q3 delivered 30% sequential AI data center revenue growth, improved gross margin, and a significant $476M debt refinancing. WOLF's vertically integrated 200mm SiC fab, first-to-market 10kV MOSFET, and application-led go-to-market underpin the investment thesis.