🐺 Wolfspeed: Bankruptcy, Earnings, and a 25% Rally?

😎 Market Vibes

Wolfspeed just did the impossible: posted a monster loss, wiped out shareholders, and still had the stock rip 25%. It's been all over the tape this week - so let’s break it down.

🐺 Lone wolf syndrome

• 💥 Restructured & Deleveraged: Wolfspeed exited Chapter 11 on September 29, cutting its debt by nearly 70% and slashing annual cash interest costs by ~60%, giving it stronger liquidity moving forward.

• 📈 Shares Surge Post‑Exit: After restructuring, Wolfspeed shares jumped more than 25% as confidence revived around its path forward.

• 🧾 New Equity Issued; Old Cancelled: As part of the restructuring, all legacy shares were canceled. Existing shareholders were issued new common stock under a 0.008352 exchange ratio.

• 🧾 Q4 Revenue Flatlines: Wolfspeed posted $197M in revenue for Q4 - basically unchanged from last year - while gross margins slipped into the red. The Mohawk Valley fab brought in ~$94M, but startup costs still biting hard.

• 💰 Tax Refund Lifeline: Wolfspeed pocketed a $192M cash refund under Section 48D in Q3.

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💸 Trade Talk

Wolfspeed just pulled off the rare combo move: brutal earnings and a bankruptcy exit in a few weeks. Revenue flatlined, losses hit $11 a share, but the stock ripped 25% post-reorg. Debt slashed, equity wiped, new shares printed - and suddenly, it's a "fresh start." Only in markets do you get rewarded for surviving your own mess.

🧠 Big Brain Energy

Wolfspeed's dropping $5 billion on its new North Carolina SiC facility - despite posting a $864 million net loss last year. That's a lot of concrete for a company still bleeding red ink.

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🧨The Outrage Meter

They renamed the company back in 2021 from Cree to Wolfspeed to signal a pivot. The pivot happened. The profits didn't. Branding: 10/10. Balance sheet: eh.

🤔What Do You Think?

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