Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?
Key takeaways
- Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend.
- Tesla (TSLA) posted 16% revenue growth and a 21% auto gross margin in Q1 but trades at 371x earnings near analysts $421 consensus target.
- On Semiconductor (ON) and Wolfspeed (WOLF) surged 125% and 230% YTD as silicon carbide demand accelerates across EV platforms and AI data centers simultaneously.
Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains? Danielle Liverance Sat, June 20, 2026 at 9:41 PM GMT+7 4 min read TSLA NVDA ON WOLF STM Quick Read Andy Lubershein calls EVs the "keystone species" whose unit volume drove down battery costs and scaled silicon carbide technology from cars to grid applications.
Tesla (TSLA) posted 16% revenue growth and a 21% auto gross margin in Q1 but trades at 371x earnings near analysts $421 consensus target.
On Semiconductor (ON) and Wolfspeed (WOLF) surged 125% and 230% YTD as silicon carbide demand accelerates across EV platforms and AI data centers simultaneously. Another popular play on the growth of SiC and GaN is Navitas (NVTS), whose solid-state transformers are expected to see massive growth in data centers as NVIDIA moves to 800VDC architectures with its Vera Rubin systems.