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What's Going on with Wolfspeed?

What the heck is going on at Wolfspeed?!

Originally recorded: May 6, 2025

The WSJ published an article that WOLF is now the most shorted stock in the entire US market. The company's CFO then unexpectedly stepped down.

And yet even after what appeared to be the worst-case scenario, recent negotiations have resulted in its stock price doubling within just the past two weeks.

I dug into the filings and took a closer look at a Bloomberg terminal with a special situations guru that I called up earlier this week.

Here's exactly what's going on with one of the market's most volatile stocks.

Are you…

The skinny

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