Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

1 hour ago 8

Danielle Liverance

Sat, June 20, 2026 astatine 9:41 AM CDT 4 min read

Quick Read

Andy Lubershein calls EVs the "keystone species" whose portion measurement drove down artillery costs and scaled silicon carbide exertion from cars to grid applications.
Tesla (TSLA) posted 16% gross maturation and a 21% car gross borderline successful Q1 but trades astatine 371x net adjacent analysts' $421 statement target.
On Semiconductor (ON) and Wolfspeed (WOLF) surged 125% and 230% YTD arsenic silicon carbide request accelerates crossed EV platforms and AI information centers simultaneously. Another fashionable play connected the maturation of SiC and GaN is Navitas (NVTS), whose solid-state transformers are expected to spot monolithic maturation successful information centers arsenic NVIDIA moves to 800VDC architectures with its Vera Rubin systems.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Tesla didn't marque the cut. Grab the names FREE today.

On a caller occurrence of the Catalyst with Shayle Kann podcast themed astir the "electric supercycle," vigor capitalist Andy Lubershein laid retired a model that should reshape however investors deliberation astir the EV trade. He argues 4 gathering blocks signifier what helium calls the "electro-industrial tech stack": star photovoltaics, lithium-ion batteries, electrical vehicles, and powerfulness electronics. Power electronics, helium says, is "the lesser-known 4th limb of the stool" and "the connective insubstantial betwixt each of that stuff."

A acheronian grey Tesla Model S, modified with a widebody kit, is plugged into a achromatic Tesla Supercharger station. The country is acceptable astatine dusk, with a entity transitioning from purple to orange. Two large, modern solid bureau buildings with illuminated interiors bespeak the colorful sky, flanking the car and charger.

The thesis hinges connected compounding feedback loops. "Electric vehicles, which I truly deliberation are the benignant of the keystone taxon of this ecosystem, chiefly due to the fact that there's conscionable truthful much, truthful galore portion income of electrical vehicles," Lubershein said. EV measurement drove the wide manufacturing standard that crushed artillery costs, portion aboriginal star concern successful wide-bandgap semiconductors aboriginal piggybacked onto EVs, which past scaled that aforesaid tech for grid applications. Host Shayle Kann captured the loop with silicon carbide: "EVs are wherever silicon carbide reaches its glory," noting that companies similar privately held Heron Power are present taking EV-scaled powerfulness electronics backmost to the grid arsenic solid-state transformers and star inverters.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Tesla didn't marque the cut. Grab the names FREE today.

Does Tesla Capture the Supercycle?

If EVs are the keystone, Tesla (NASDAQ:TSLA) is the apex predator. Tesla conscionable reported Q1 FY2026 gross of $22.39B (+15.78% YoY), with automotive gross borderline expanding to 21.1% from 16.2% twelvemonth implicit twelvemonth and escaped currency travel of $1.44B, per the company's Q1 8-K filing. Active FSD subscriptions deed 1.28 million, up 51% YoY, and unsupervised Robotaxi rides launched successful Dallas and Houston.

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