Energy Investor Calls EVs the Keystone Species of an Electric Supercycle

Industry
โดย Yahoo Finance·Read original
Summary · why it matters

Energy investor Andy Lubershein described electric vehicles as the keystone species of an emerging electro-industrial tech stack, arguing that EV unit volume drove down battery costs and scaled silicon carbide technology from cars to grid applications. Speaking on the Catalyst with Shayle Kann podcast, Lubershein outlined four building blocks—solar photovoltaics, lithium-ion batteries, electric vehicles, and power electronics—with power electronics acting as the connective tissue. Tesla reported first-quarter fiscal 2026 revenue of $22.39 billion, a 15.78 percent year-over-year increase, and an automotive gross margin of 21.1 percent, but its shares trade near $400.49 against a consensus analyst target of $420.55 and a trailing price-to-earnings ratio of 371. Among power-electronics plays, Wolfspeed has rallied 229.75 percent year-to-date, On Semiconductor is up 124.6 percent, and Navitas Semiconductor carries a price-to-sales ratio of 138 as it pivots to AI data centers and grid electrification.

Impact on stocks 5

Semiconductors▲ · 2 stocks
Navitas Semiconductor Corp
NVTS
▲ PositiveDemandrelevance

Article highlights power electronics as key to electric supercycle, and Navitas pivots to AI data centers and grid electrification, implying demand growth.

ON Semiconductor Corporation
ON
▲ PositiveDemandrelevance

On Semi is up 124.6% YTD as a power-electronics play benefiting from EV and grid trends described.

Electrification & Mobility▲ · 2 stocks
Wolfspeed, Inc.
WOLF
▲ PositiveDemandrelevance

Wolfspeed rallied 229.75% YTD as a power-electronics beneficiary of the EV-driven supercycle.

Tesla Inc
TSLA
± MixedDemandrelevance

Tesla is mentioned as the keystone species driving battery cost declines and SiC scaling, but its own Q1 results are reported without a clear directional impact from the article.

Information Technology▲ · 1 stocks

Theme Impact 6

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