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ValInv @ValInv1 on x 1345 followers
Created: 2025-07-21 21:55:03 UTC
Wolfspeed $WOLF Rumor is USA will deliver new version $750m US chips act upon Ch XX restructuring exit. SiC chips are backbone AI infrastructure & to critical to Trumps plan. Could the new shine post Reorg exit include a sale IMO no this is long term play for new shareholder aka old Debt Holders. As new 200mm SIC fabs fill up of course gross margins will increase. This was always the plan 1.3b cash $800m tax credit cash coming in $600m + $150M legacy asset sales on the way.
XXX engagements
Related Topics holders debt imo trumps coins ai chapter 11 chips $750m