Jana Partners, the activist fund known for unlocking hidden value, has built a significant stake and is pushing for strategic changes that could unleash Wolfspeed's true potential. At nearly $15 per share - down from $45 just months ago - Wall Street seems to be missing what these smart money players see. But with $27.2 billion in design-ins already secured and electric vehicle makers scrambling for silicon carbide chips, this disconnect might not last long. Value Proposition With a market cap of only $2 billion, Wolfspeed trades at less than 1x future sales targets. For comparison, industry peer Coherent (COHR) trades at 3x sales. This valuation gap suggests significant upside potential as Wolfspeed executes on its growth plans. The capital is now secured, the technology is proven, and demand is surging. With both Apollo and Jana Partners involved, corporate actions could accelerate value creation. Your Action Plan: WOLF represents a rare opportunity to invest in a critical semiconductor technology at a deeply discounted price. The combination of secured funding, activist involvement, and surging EV-driven demand creates multiple paths to value creation. The stock's discount to market provides a compelling risk-reward setup, especially given the company's leading position in silicon carbide technology - a critical component for the future of electric vehicles. In The War Room, we've already executed a strategic put-sell play on WOLF - the June 2025 $5 puts that offer an attractive premium while offering potential 66% upside with a whopping 70% downside cushion. This is exactly the kind of asymmetric opportunity we look for. Want to see more trades like this in real-time? Join us for our Election Week Open House - November 4-8! For five full trading days, you'll get: - LIVE trade recommendations as they happen
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During our last Open House, members had the chance to score 15 winners in just five days. With election volatility ahead, this could be our biggest Open House yet! Best part? It's completely FREE. No catch, no delayed billing, no BS. Click Here to Reserve Your FREE Spot Don't miss out on our next WOLF-sized opportunity. Whether the market swings up or down after the election, we'll be ready with actionable trades to help you profit from the volatility. Ready to join us in The War Room? Mark your calendar: - Monday, Nov 4: Options 101 - Master Calls and Puts (2 p.m. ET)
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