Wolfspeed stock forecast scenarios show benefit from energy infrastructure projects, with SiC adoption in high-voltage grid systems creating a new vertical for revenue diversification beyond automotive. I wouldn't rush to buy either of these stocks today. But if I had to choose one over the other as an alternative AI play, I'd pick IonQ because it's growing faster, it's established an early mover's advantage in a fertile market, and it could have more growth potential than Wolfspeed as its quantum systems become more widely adopted for mainstream computing and AI applications. Wolfspeed could struggle to break out of its niche and keep pace with more diversified chipmakers in the SiC market, and there's no guarantee its SiC chips can completely displace traditional silicon chips over the next few decades. Anders Bylund has no position in any of the stocks mentioned. The Motley Fool recommends Wolfspeed. The Motley Fool has a disclosure policy . Wolfspeed stock forecast sentiment remains cautiously optimistic, with some analysts noting supply chain execution risk, yet acknowledging strong demand pipeline from tier-1 automotive clients.