This Billionaire Started a Position in Wolfspeed. Should Investors Follow Suit?
The Motley Fool
by newsfeedback@fool.com (Geoffrey Seiler)February 23, 2026
AI-Generated Deep Dive Summary
Billionaire investor Stanley Druckenmiller has added a small but notable position in Wolfspeed (NYSE: WOLF) during the fourth quarter. This move is particularly interesting given Druckenmiller’s track record and investing style. Wolfspeed, known for producing silicon carbide material and chips used in electric vehicles (EVs), has seen its stock rise due to increased demand for EV components that enhance range and charging efficiency. The company, which recently emerged from bankruptcy with a stronger financial foundation and improved production capabilities, is now positioned to capitalize on the growing EV market.
Wolfspeed’s journey back to stability includes significant investments in manufacturing facilities, such as the John Palmour Materials plant in North Carolina and the Mohawk Valley semiconductor fabrication plant in New York. These investments were aimed at boosting production capacity and addressing past challenges. The company’s ability to overcome these hurdles has solidified its reputation as a key player in the EV supply chain.
Druckenmiller’s decision to invest in Wol
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Originally published on The Motley Fool on 2/23/2026