Wolfspeed: The Silicon Carbide Opportunity Is Real, The Economics Are Not There Yet

Wolfspeed holds a key SiC position with OEM ties and IP, priced at ~8x sales as a 200mm ramp, utilization, and margins remain ...

Japan's Industrial Push: Why Toyota Could Be A Long-Term Beneficiary

Toyota’s $40B bid for Toyota Industries drives integration, industrial earnings, Japan defense tailwinds, ETF inflows ...