Simon Erickson, CEO of 7investing, rejoins the show to talk about the electric vehicle market. It's not just about the auto manufactures, like Tesla stock, but also the supporting cast members from the batteries that supply the power to the traction inverters that deliver the power more efficiently. Erickson talks about three companies on the cutting edge of innovation including QuantumScape (QS), Wolfspeed (WOLF) and ON Semiconductor (ON). For the video version, visit investors.com/podcast.