WOLF Research Note — The August 19 Test
Wolfspeed reaches its August 19 report with weak operating evidence and close to 47% short interest pulling in opposite directions.
TECHNOLOGY
WOLF Deep Coverage Review — Analysis as of August 14, 2026
Wolfspeed enters its August 19 report with weak operating evidence and unusually crowded positioning pulling in opposite directions.
AAPL Research Note — Next Evidence Window
Services strength and China growth face a leadership transition, legal pressure and a premium valuation.
AAPL Deep Coverage Review — Analysis as of August 13, 2026
Apple’s Services mix and renewed China growth support the franchise, while leadership change and legal exposure keep the next evidence cycle important.
QQQ Research Note — Three Tests for the Recovery
QQQ recovered above its 50-day average, but CPI, Treasury yields and two semiconductor reports will test whether the rebound can broaden.
QQQ Deep Coverage Review — Analysis as of August 11, 2026
QQQ recovered its 50-day trend, but CPI, Treasury yields and two semiconductor reports leave the next leg dependent on confirmation.
NVDA Research Note — The Proof Is August 26
NVIDIA retains exceptional growth and margins, while a fuller valuation makes the August 26 report the next decisive evidence point.
NVDA Deep Coverage Review — Analysis as of August 10, 2026
NVIDIA’s operating engine remains exceptional, but valuation, customer concentration and the August earnings window raise the burden of proof.
WOLF Research Note — Evidence Meets Execution
Wolfspeed has improved gross margin and normalized capital spending, but factory economics, revenue pressure and cash use remain unresolved.
WOLF Deep Coverage Review — Analysis as of August 7, 2026
Wolfspeed has added positive operating evidence, but declining revenue and continued cash use leave the August 19 report as the decisive test.