In a sprawling conversation filmed at Tesla’s Gigafactory in Texas, Elon Musk offered one of his most aggressive and detailed ...
Wolfspeed holds a key SiC position with OEM ties and IP, priced at ~8x sales as a 200mm ramp, utilization, and margins remain ...
Wall Street has a funny habit. It seems to only discover megatrends after they’ve already been happening for years; and then ...
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