QS

DXYZ_Enjoyer

No, it's just you not being smart enough to process information FREELY AVAILABLE TO YOU. CRAWL THROUGH EARNINGS REPORTS, 10QS, AND THE LIKE. YOU ARE LOSING BECAUSE YOU ARE **LAZY**

armen89

Calls on QS

wombatnoodles

Any of you dinganlings bet on QS?

NoResult486

Boat is definitely a more fun way to throw money away. I say this as a QS holder…

DunGonRndDaBnd

Since this is a Roth account there is no capital loss to claim. Best to just hold and do not add. EV market isn’t ready for primetime but may be years down the road. QS may also get bought at some point and then you will be forced to sell anyway.

Bewk27

May buy some QS calls a 1.50 otm, they're 5 dollars each for a Friday expiry. Any good news at the call and the low market cap could pump and if they're itm they'll be damn close to 10 baggers.

xDubnine

My QS calls would say otherwise

Scottiedoesntno

They're working on solid state batteries that are supposed to do just that. Idk how that's going though. I know QS and Toyota are looking into them

tabrizzi

If it keeps this trend up, it will likely stabilize at 5, just like VFS and QS. How long it stays there is anybodies guess.

Moneynowporfavor

DONT GIVE A FCK ABOUT THE QS AND NO DIRRCTION! Market only goes uppp🚀🚀🚀🚀🚀🚀🚀 You hear me if it ain't dumping its only going up🚀🚀🚀🚀🥃🥃🥃🥃🥃🥃🥃🥃🥃

InverseMySuggestions

$QS $WBD $BBAI why should I not be accumulating these 3 right now

lalich

Pltr, Clov, Nio, Quik, gme… I also am starting to look really close at QS… something intriguing there as a 0 revenue company today!

FUA627

QS is a solid green company! Short sellers have abused it a lot! Lets all support QS!

Warm_Suggestion_959

Nah, I have a boatload of QS and QS will be the next Nvidia! (I hope)

ShrimpGangPapi

QS

KissMyRichard

Picked up a few shares of QS today. Not very much sticking out as any worthwhile trades lately.

mlt-

I am a bag holder of QS. I sold CSP when it was around $50-50. Thought it was nice when it shot up to $130 and I sold again around $50....well it is around $6 now. I'm close to break even. Never again.

SeparateSpend1542

$QS?

chasingthebag420

This is old but I remember doing this with QS turned 600 into 3700$ but I didn’t sell because I was scared of getting day trade banned only to find out like a year or two later I could’ve just sold and switched to a cash account and been up a nice 3100$ 🤣when I didn’t know shit about the market/broker now they patched that shit they be taking the money instantly 🤣

tabrizzi

Similar stocks that started trading via a SPAC tend to do that, then comes the crash. A good example is QS. It started trading in Sep. 2020. By Dec. 2020, it reached a high of 132. IT was downhill from there. It's now trading at less than 7. There's a more recent example that followed the same trajectory, but I don't recall the name of the company. Given that DJT has very little revenue, small user base and not profitable, I think it will suffer a similar fate. If you have deep pockets, the best way to play it is by shorting it in May.

sunnbeta

In one case (buying calls) you’re paying the premium for time value, and that’s going to decay over time, so you need the underlying to raise enough to make up for it.  Selling cash secured puts you’re pocketing the premium for that time value, but you could be bag holding if the underlying drops below strike and you get stuck with it (or need to buy to close at a loss).  I don’t personally like the idea of paying someone else for time value that’s going to decay away, and I do occasionally sell puts on stocks that I’m comfortable to own at that price (have accumulated some QS this way).  But if you have the money to actually secure the puts you’re selling, that’s gonna be a lot more than just buying calls. At that point why not just buy the underlying if indeed you’re bullish? 

Reavurr

QS baby

experiencedreview

I’ve personally visited two companies that are major manufactures for batter / power source products, including automotive, drones. Also source from others at different levels of solid state and Na batteries. What does QS have? How many batteries manufactured ? Who do they sell to?

experiencedreview

These companies aren’t public and you wouldn’t be able to invest. What information would you like? Whether it exists or not, won’t help QS. They are out of money and will need to issue shares not only to manufacture but also to survive. Why do you think VW is investing elsewhere ?

ScamperAndPlay

I have an unfortunately already made my ride or die decision with QS quite some time ago. Accumulation/Distribution is down -201.4 million shares (from my entry point) at the time of writing this. I’ve rolled my LEAPs, bought a bunch of dips. I rode this one. Im dead now btw.

RaabsIn513

Quantumscape QS

Salaisuudet

Don't have a Schwab account :( >**Batteries** Quantumscape (QS) Amprius Technologies (AMPX) > >**Electric Vehicle Motors** Garrett Motion (GTX) Thank you very much kind sir, this is more than enough to get me started!

Stephen_1984

If you have a Schwab account, their thematic investing lists include ideas. It was the source for these. **Batteries** Quantumscape (QS) Amprius Technologies (AMPX) **Electric Vehicle Motors** Garrett Motion (GTX) **Charging Stations** Chargepoint (CHPT) Blink Charging (BLNK)

kbenti

These are real Diamond Hands. Made me feel better about my $10K in QS and SLDP Stock.

Ok-Kaleidoscope-4808

You are aware that QS isn’t quantum right?

codeartha

Googl and AAPL are near a recent low, those stock usually only go up so its rare to have an occasion to buy it cheaper than last month. AAPL sneakily announced a new chip yesterday, MM1 specialized in LLM Ai. But i get that both of these stocks are quite high already. FSLR is already in an uptrend (unlike PayPal that just broke out of a downtrend but might still be far from an uptrend). It's at the bottom support of its uptrends. Its a play on solar and renewables but at the industrial level not consumer solar. A lot of companies are putting solar on their factory roofs to get tax benefits, offset their co2 emissions, or have a cheap supply of energy during the day. TRIP is also in a nice uptrend, recently had a long consolidation period in that uptrend and now seem ready to breakout for more gains. People are more and more organizing their vacations themselves so they look at sites like trip to find the best deals and things to see. I believe with the summer coming they should see an increase in revenue. QS and QBTS are very cheap compared to what they used to be during their first hype cycle. I believe that after AI it will be quantum computing that might be one of the next bubble to expand. I'm still not sure whether to buy them already and wait for years or be the second person in and buy them one I have a bit more confirmation on this sector. The second one in still sees lots of upside while maybe not having my cash locked up for years on something that doesn't move. RIOT is a crypto play, so definitely not for everyone, and compared to MARA it seems like the ugly child. But it seems less erratic than mara and it seems to have a greater respect for technicals, bouncing nicely on each support and resistance. Its currently looking like its bouncing on a big support area. Not a bad place to enter R/R wise. But one would need to want that sort of companies in its portfolio. ROKU is a stream platform play, and while it doesn't have the market that NFLX has (we don't have roku here in Europe for instance), its revenue is increasing, they just need to find a way to go positive on net income and they might start to grow a lot. Despite the not so great income statement the stock is technically still in an uptrend and at the bottom support once again a good R/R entry. However it is showing signs of wanting to go lower and break support with the 2-3 last red days. So this might be one that doesn't work. BAC always a staple. Got beaten down for over a year but is now rising again. Recently made a nice consolidation after a big move up, and now it broke that consolidation area to the upside. Even made a pullback on its to resistance that became support. Here is my watchlist, mainly based on technicals and market cycles. The stocks are in very different sectors so it brings a nice diversity. They're probably not all great stocks, but I feel a lot better with those in my portfolio than I would with PayPal.

gylez

- loading more LAC JAN16 26 calls - want in on BA, but more to fall? - add to TSM if possible - exercise QS puts, proceeds into MO for the 4/30 yield I guess

Roger_Roger27

Haha I bought QS near the top. Now that’s pain.

Hitaish0

You want to rotate some of that into well beaten down and forgotten markets, they’re usually with the best RR profile . . . TLRY, QS and GME are my top three picks rn. Looking to start build positions as early as Q2 this year.

Creme_GTM

Watching QS slowly drop down to $5 again and dca’ing. Got to love pre-revenue stocks…

DixonDs

This year? MU, AVGO. Next year - MSFT, GOOG. A few years down the road - LUNR, RKLB. Also QS, SLDP

33446shaba

QS just kept going down. Lost like 70% on that one.

CabinetSpider21

Not a huge position either in QS, please produce! Don't run out of money

Infinityaero

Redfin (RDFN), Tilray (TLRY), Quantumscape (QS), Innoviz (INVZ). I bought them all too early and didn't get out while I still could. All still have some long term potential so I'm not harvesting the losses yet.

EnginrA

QS?

Leboom1289

Battery Tech. $QS. It's one of the few things we desperately need, and still haven't scratched the surface.

richbeezy

Bullish long term, but it was high time last Friday to grab some puts to hedge long core holdings on crap stocks like: QS ACHR LUNR DWAC

RealEst8er

Easy. Space technologies, quantum computing, gene editing, AI, driverless cars, and green technologies such as solid state batteries, EVs, etc. I'm betting that ASTS, IONQ, DNA, QS, etc are some of the hot stocks to watch..

MissDiem

I've been adding each time it goes below $15, with the thesis that they're basically the number 2 pure EV maker, with actual scale production, desirable vehicles, and a (supposed) plan for a second generation of more marketable SUVs/pickups. The founder has basically done the things he said he would, which is refreshingly unique in the space. Maybe I've looked at too many QS, Canoo, Hylion, Exro, Nikola, Freye, Workhorse, ONE and other startups that haven't accomplished anything like what Rivian has.

takenorinvalid

**Your scorecard:** |Stock|Recommendation|Result| |:-|:-|:-| |[DKNG](https://www.reddit.com/r/wallstreetbets/comments/1arg0t2/dkng_and_dash_earnings_after_the_bell_time_to/)|Calls|*💸* or ❌ (depending on call strike and sell time)| |[DASH](https://www.reddit.com/r/wallstreetbets/comments/1arg0t2/dkng_and_dash_earnings_after_the_bell_time_to/)|Puts|*💸* | |[UPWK](https://www.reddit.com/r/wallstreetbets/comments/1aqnbm3/earning_plays_for_max_tendies_tonight/)|Calls|❌ | |[CROX](https://www.reddit.com/r/wallstreetbets/comments/1aqnbm3/earning_plays_for_max_tendies_tonight/)|Calls|*💸* | |[FSLY](https://www.reddit.com/r/wallstreetbets/comments/1aqnbm3/earning_plays_for_max_tendies_tonight/)|Cals|❌ | |[QS](https://www.reddit.com/r/wallstreetbets/comments/1aqnbm3/earning_plays_for_max_tendies_tonight/)|Puts|*💸* | |[ABNB](https://www.reddit.com/r/wallstreetbets/comments/1aq456f/earning_plays_for_tonight_and_tomorrow_morning/)|Puts|*💸* | |[HOOD](https://www.reddit.com/r/wallstreetbets/comments/1aq456f/earning_plays_for_tonight_and_tomorrow_morning/)|Calls|*💸* | |[LYFT](https://www.reddit.com/r/wallstreetbets/comments/1aq456f/earning_plays_for_tonight_and_tomorrow_morning/)|Calls|*💸* | |[KHC](https://www.reddit.com/r/wallstreetbets/comments/1aq456f/earning_plays_for_tonight_and_tomorrow_morning/)|Calls|❌ | Godspeed.

PAdogooder

LOL- I was wondering the F4QS index was.

aka0007

Good luck on trying any... I don't really have a great success rate with trying to play this type of stuff so not recommending copying me. I have only really made big money on the following: Caught the GME squeeze in 2021 and got out. Puts on AMC when the reverse split happened. Long-term holding TSLA, AMZN, GOOG. Fortunately those have offset losses on things like BCRX which I lost a ton on, PLTR which I bought at the high and lost on, QS which I also bought early on and lost... oh, and when AMC squeezed originally, I bought puts and shorted which ended poorly (with puts on AMC when the reverse split happened, I am overall nicely up on that but it was a painful loss when my initial plays there went wrong).

A_Random_Guy_999

So I guess QS decided to fuck both sides 

pytchoun

>QS no

Special_North1535

QS

jeopardy_loser

Bought puts on QS and CSCO, but the one calls on TWLO is going to more than offset those puts fml

jeopardy_loser

QS and nothing of value was lost

chandu1256

QS is rocketing sir! RIP

Snorlax77544

Wish I saw this comment earlier while buying FSLY calls and QS puts lol

PoopholeLicker

My plays for tonight Calls -John Deere -AMAT -CROX -ET -FIVN -QS -TWLO Puts -TRIP -FSLY

PoopholeLicker

My plays for tonight Calls -John Deere -AMAT -CROX -ET -FIVN -QS -TWLO Puts -TRIP -FSLY

AJDillonsThirdLeg

Does anyone have an early release of QS ER? Need to know if I should gtfo out of my calls.

AJDillonsThirdLeg

I bought QS calls, so all in on puts

nigelnyc1

QS seems to producing a strong afternoon rally

AJDillonsThirdLeg

If anyone wants free money, I bought QS calls for earnings. So puts are pretty much guaranteed to print.

sdace2

QS calls lotto time?

yoloballstothecalls

Nobody talking about QS

PoopholeLicker

I’m gonna make my own call here for the record. 1. Don’t play UPWK, both options will get rekt 2. Crox will go down, even on a slight beat on earnings. I bet earnings will be slight bad though 3. FSLY will follow suit of ANET, Godaddy, and AKAM. It will probably have a good earnings beat, decent guidance and the stock will still tank 5-10%. Then maybe recover back to where it is. Tech service stocks are getting bullied except for a few loud outliers 4. QS will probably go up, but I’m not sure it’ll go up enough to cover that IV. There is wayyyy more calls loaded up this Friday then puts. Much more open interest on calls at 9 and 10. I might actually inverse everyone one of your plays tonight just to see if it works. Except upwk I ain’t touching that.

TimelyRestaurant2621

Thoughts on QS and ET as well as AR ET QS AR Calls Volume 2596 658 93 IV 30% 246% 83% Theta -0.03 -0.13 -0.12 DELTA 0.53 0.57 0.56 IV/Theta Ratio 10.00 18.92 6.92

CJ-2QT

QS or TWLO is my guess

AJDillonsThirdLeg

Anyone playing QS earnings 

chandu1256

QS earnings last quarter was not a miss!

AdAcceptable3052

What do you mean by missed earnings for QS? Its a startup without revenue

KennethEdmonds

IV on QS is over 200%. Oh boy.

kkind_runner1964

$QS lets pump it up. squeeze the day.. 

PyrexxGo

QS

minrknju2p0

What’s up with QS? Moon?

localpizza_again

QS calls for earnings

alta_vista49

QS

sdace2

$QS anyone?

localpizza_again

QS calls??

Dapper-Tennis-1522

QS Calls

Seletro

Nobody wants to hear this rational shit during a parabolic move. NVDA will take over the world, it will never falter, it has infinite earnings ahead, competitors can never catch up, it's a new paradigm and this time it's different. Source: CSCO, QCOM, TSLA, ZM, QS, DOCU, MRNA, NVAX, bitcoin

Either-Wallaby-3755

To be fair, there is some speculation they are the QS pure play OEM and bidding their time until they can get American made SSBs in their vehicles.

oldman401

I’m same. But with a a huge loss in BB, ARKF, and QS. What the biggest pos ever.

xsunpotionx

I recognize most of these tickers. SPACs, whatever was trending on Reddit and Stocktwits those years. Probably your first stock purchases ever? Thought you were getting in early? My sisters girlfriends portfolio looks like this. Buying QS and DM at the TOP because they’re “cool companies”. Ouch.

iseeyouboo

Anyone playing QS for earnings?

iseeyouboo

Anyone playing QS for earnings?

Infinityaero

A few: Eros international (-100%) TLRY (94%) Fubo(90%) RDFN(86%) NOURF (65%) QS (58%)

DumplingGoddessTe

Upcoming Earnings for the week after. ​ **Nvidia chases $30 billion custom chip market with new unit** Nvidia NVDA is building a new business unit focused on designing bespoke chips for cloud computing firms and others, including advanced artificial intelligence processors, according to nine sources familiar with the company's plans. The dominant global designer and supplier of AI chips aims to capture a portion of an exploding market for custom AI chips and to protect itself from the growing number of companies interested in finding alternatives to its products. The Santa Clara, California-based company currently controls about 80% of the market for high-end AI chips, a position that has sent its market value up 40% so far this year to $1.73 trillion after it more than tripled in 2023. Its customers, which include ChatGPT creator OpenAI, Microsoft MSFT, Alphabet GOOG and Meta Platforms META, have raced to snap up the dwindling supply of Nvidia chips to compete in the rapidly emerging generative AI sector. Nvidia's H100 and A100 chips serve as a generalized, all-purpose AI processor for many of those major customers. But the tech companies have started to develop their own internal chips for specific needs. Doing so helps reduce energy consumption, and potentially can shrink the cost and time to design. Nvidia is now attempting to play a role in helping these companies develop custom AI chips that have flowed to rival firms such as Broadcom AVGO and Marvell Technology MRVL, according to the sources who declined to be identified because they were not authorized to speak publicly. "If you're really trying to optimize on things like power, or optimize on cost for your application, you can't afford to go drop an H100 or A100 in there," Greg Reichow, general partner at venture capital firm Eclipse Ventures said in an interview. "You want to have the exact right mixture of compute and just the kind of compute that you need." Nvidia does not disclose H100 prices, which are higher than for the prior-generation A100, but each chip can sell from $16,000 to $100,000 depending on the volume purchased and other factors. Meta has said it plans to bring its total stock to 350,000 H100s this year. Nvidia officials have met with representatives from Amazon .com AMZN, Meta, Microsoft, Google and OpenAI to discuss making custom chips for them, according to two sources familiar with the meetings. Beyond data center chips, the company has pursued telecom, automotive and video game customers. In 2022, Nvidia said it would let third-party customers integrate some of its proprietary networking technology with their own chips. The company has said nothing about the program since, and Reuters is reporting its wider ambitions for the first time. A Nvidia spokesperson declined to comment beyond the company's 2022 announcement. Dina McKinney, a former Advanced Micro Devices AMD and Marvell executive, heads Nvidia's custom unit and her team's goal is to make its technology available for customers in cloud, 5G wireless, video games and automotives, according to a LinkedIn profile. Those mentions were scrubbed and her title was changed after Reuters sought comment from Nvidia. Amazon, Google, Microsoft, Meta and OpenAI declined to comment. $30 BILLION MARKET According to estimates from research firm 650 Group’s Alan Weckel, the data center custom chip market will grow to as much as $10 billion this year, and double that in 2025. The broader custom chip market was worth roughly $30 billion in 2023, which amounts to roughly 5% of annual global chip sales, according to Needham analyst Charles Shi. Currently, custom silicon design for data centers is dominated by Broadcom and Marvell. In a typical arrangement, a design partner such as Nvidia would offer intellectual property and technology, but leave the chip fabrication, packaging and additional steps to Taiwan Semiconductor Manufacturing Co. 2330 or another contract chip manufacturer. Nvidia moving into this territory has the potential to eat into Broadcom and Marvell sales. "With Broadcom's custom silicon business touching $10 billion, and Marvell’s around $2 billion, this is a real threat," said Dylan Patel, founder of the silicon research group SemiAnalysis. "It's a real big negative - there's more competition entering the fray." BEYOND AI Nvidia is in talks with telecom infrastructure builder Ericsson 61QS for a wireless chip that includes the chip designer's graphics processing unit (GPU) technology, according to two sources familiar with the talks. 650 Group's Weckle expects the telecom custom chip market to remain flat at roughly $4 billion to $5 billion a year. Ericsson declined to comment. Nvidia also plans to target the automotive and video game markets, according to sources and public social media postings. Weckel expects the custom auto market to grow consistently from its current $6 billion to $8 billion range at 20% a year, and the $7 billion to $8 billion video game custom chip market could increase with the next-generation consoles from Xbox and Sony 6857. Nintendo’s current Switch handheld console already includes an Nvidia chip, the Tegra X1. A new version of the Switch console expected this year is likely to include a Nvidia custom design, according to one source. Nintendo declined to comment. ​ \- Reuters

DumplingGoddessTe

**Nvidia chases $30 billion custom chip market with new unit** Nvidia NVDA is building a new business unit focused on designing bespoke chips for cloud computing firms and others, including advanced artificial intelligence processors, according to nine sources familiar with the company's plans. The dominant global designer and supplier of AI chips aims to capture a portion of an exploding market for custom AI chips and to protect itself from the growing number of companies interested in finding alternatives to its products. The Santa Clara, California-based company currently controls about 80% of the market for high-end AI chips, a position that has sent its market value up 40% so far this year to $1.73 trillion after it more than tripled in 2023. Its customers, which include ChatGPT creator OpenAI, Microsoft MSFT, Alphabet GOOG and Meta Platforms META, have raced to snap up the dwindling supply of Nvidia chips to compete in the rapidly emerging generative AI sector. Nvidia's H100 and A100 chips serve as a generalized, all-purpose AI processor for many of those major customers. But the tech companies have started to develop their own internal chips for specific needs. Doing so helps reduce energy consumption, and potentially can shrink the cost and time to design. Nvidia is now attempting to play a role in helping these companies develop custom AI chips that have flowed to rival firms such as Broadcom AVGO and Marvell Technology MRVL, according to the sources who declined to be identified because they were not authorized to speak publicly. "If you're really trying to optimize on things like power, or optimize on cost for your application, you can't afford to go drop an H100 or A100 in there," Greg Reichow, general partner at venture capital firm Eclipse Ventures said in an interview. "You want to have the exact right mixture of compute and just the kind of compute that you need." Nvidia does not disclose H100 prices, which are higher than for the prior-generation A100, but each chip can sell from $16,000 to $100,000 depending on the volume purchased and other factors. Meta has said it plans to bring its total stock to 350,000 H100s this year. Nvidia officials have met with representatives from Amazon .com AMZN, Meta, Microsoft, Google and OpenAI to discuss making custom chips for them, according to two sources familiar with the meetings. Beyond data center chips, the company has pursued telecom, automotive and video game customers. In 2022, Nvidia said it would let third-party customers integrate some of its proprietary networking technology with their own chips. The company has said nothing about the program since, and Reuters is reporting its wider ambitions for the first time. A Nvidia spokesperson declined to comment beyond the company's 2022 announcement. Dina McKinney, a former Advanced Micro Devices AMD and Marvell executive, heads Nvidia's custom unit and her team's goal is to make its technology available for customers in cloud, 5G wireless, video games and automotives, according to a LinkedIn profile. Those mentions were scrubbed and her title was changed after Reuters sought comment from Nvidia. Amazon, Google, Microsoft, Meta and OpenAI declined to comment. $30 BILLION MARKET According to estimates from research firm 650 Group’s Alan Weckel, the data center custom chip market will grow to as much as $10 billion this year, and double that in 2025. The broader custom chip market was worth roughly $30 billion in 2023, which amounts to roughly 5% of annual global chip sales, according to Needham analyst Charles Shi. Currently, custom silicon design for data centers is dominated by Broadcom and Marvell. In a typical arrangement, a design partner such as Nvidia would offer intellectual property and technology, but leave the chip fabrication, packaging and additional steps to Taiwan Semiconductor Manufacturing Co. 2330 or another contract chip manufacturer. Nvidia moving into this territory has the potential to eat into Broadcom and Marvell sales. "With Broadcom's custom silicon business touching $10 billion, and Marvell’s around $2 billion, this is a real threat," said Dylan Patel, founder of the silicon research group SemiAnalysis. "It's a real big negative - there's more competition entering the fray." BEYOND AI Nvidia is in talks with telecom infrastructure builder Ericsson 61QS for a wireless chip that includes the chip designer's graphics processing unit (GPU) technology, according to two sources familiar with the talks. 650 Group's Weckle expects the telecom custom chip market to remain flat at roughly $4 billion to $5 billion a year. Ericsson declined to comment. Nvidia also plans to target the automotive and video game markets, according to sources and public social media postings. Weckel expects the custom auto market to grow consistently from its current $6 billion to $8 billion range at 20% a year, and the $7 billion to $8 billion video game custom chip market could increase with the next-generation consoles from Xbox and Sony 6857. Nintendo’s current Switch handheld console already includes an Nvidia chip, the Tegra X1. A new version of the Switch console expected this year is likely to include a Nvidia custom design, according to one source. Nintendo declined to comment. ​ \- Reuters

DumplingGoddessTe

**Nvidia chases $30 billion custom chip market with new unit -sources** Nvidia [NVDA](https://www.tradingview.com/symbols/NASDAQ-NVDA/) is building a new business unit focused on designing bespoke chips for cloud computing firms and others, including advanced artificial intelligence processors, according to nine sources familiar with the company's plans. The dominant global designer and supplier of AI chips aims to capture a portion of an exploding market for custom AI chips and to protect itself from the growing number of companies interested in finding alternatives to its products. The Santa Clara, California-based company currently controls about 80% of the market for high-end AI chips, a position that has sent its market value up 40% so far this year to $1.73 trillion after it more than tripled in 2023. Its customers, which include ChatGPT creator OpenAI, Microsoft [MSFT](https://www.tradingview.com/symbols/NASDAQ-MSFT/), Alphabet [GOOG](https://www.tradingview.com/symbols/NASDAQ-GOOG/) and Meta Platforms [META](https://www.tradingview.com/symbols/NASDAQ-META/), have raced to snap up the dwindling supply of Nvidia chips to compete in the rapidly emerging generative AI sector. Nvidia's H100 and A100 chips serve as a generalized, all-purpose AI processor for many of those major customers. But the tech companies have started to develop their own internal chips for specific needs. Doing so helps reduce energy consumption, and potentially can shrink the cost and time to design. Nvidia is now attempting to play a role in helping these companies develop custom AI chips that have flowed to rival firms such as Broadcom [AVGO](https://www.tradingview.com/symbols/NASDAQ-AVGO/) and Marvell Technology [MRVL](https://www.tradingview.com/symbols/NASDAQ-MRVL/), according to the sources who declined to be identified because they were not authorized to speak publicly. "If you're really trying to optimize on things like power, or optimize on cost for your application, you can't afford to go drop an H100 or A100 in there," Greg Reichow, general partner at venture capital firm Eclipse Ventures said in an interview. "You want to have the exact right mixture of compute and just the kind of compute that you need." Nvidia does not disclose H100 prices, which are higher than for the prior-generation A100, but each chip can sell from $16,000 to $100,000 depending on the volume purchased and other factors. Meta has said it plans to bring its total stock to 350,000 H100s this year. Nvidia officials have met with representatives from Amazon.com [AMZN](https://www.tradingview.com/symbols/NASDAQ-AMZN/), Meta, Microsoft, Google and OpenAI to discuss making custom chips for them, according to two sources familiar with the meetings. Beyond data center chips, the company has pursued telecom, automotive and video game customers. In 2022, Nvidia said it would let third-party customers integrate some of its proprietary networking technology with their own chips. The company has said nothing about the program since, and Reuters is reporting its wider ambitions for the first time. A Nvidia spokesperson declined to comment beyond the company's 2022 announcement. Dina McKinney, a former Advanced Micro Devices [AMD](https://www.tradingview.com/symbols/NASDAQ-AMD/) and Marvell executive, heads Nvidia's custom unit and her team's goal is to make its technology available for customers in cloud, 5G wireless, video games and automotives, according to a LinkedIn profile. Those mentions were scrubbed and her title was changed after Reuters sought comment from Nvidia. Amazon, Google, Microsoft, Meta and OpenAI declined to comment. $30 BILLION MARKET According to estimates from research firm 650 Group’s Alan Weckel, the data center custom chip market will grow to as much as $10 billion this year, and double that in 2025. The broader custom chip market was worth roughly $30 billion in 2023, which amounts to roughly 5% of annual global chip sales, according to Needham analyst Charles Shi. Currently, custom silicon design for data centers is dominated by Broadcom and Marvell. In a typical arrangement, a design partner such as Nvidia would offer intellectual property and technology, but leave the chip fabrication, packaging and additional steps to Taiwan Semiconductor Manufacturing Co. [2330](https://www.tradingview.com/symbols/TWSE-2330/) or another contract chip manufacturer. Nvidia moving into this territory has the potential to eat into Broadcom and Marvell sales. "With Broadcom's custom silicon business touching $10 billion, and Marvell’s around $2 billion, this is a real threat," said Dylan Patel, founder of the silicon research group SemiAnalysis. "It's a real big negative - there's more competition entering the fray." BEYOND AI Nvidia is in talks with telecom infrastructure builder Ericsson [61QS](https://www.tradingview.com/symbols/LSE-61QS/) for a wireless chip that includes the chip designer's graphics processing unit (GPU) technology, according to two sources familiar with the talks. 650 Group's Weckle expects the telecom custom chip market to remain flat at roughly $4 billion to $5 billion a year. Ericsson declined to comment. Nvidia also plans to target the automotive and video game markets, according to sources and public social media postings. Weckel expects the custom auto market to grow consistently from its current $6 billion to $8 billion range at 20% a year, and the $7 billion to $8 billion video game custom chip market could increase with the next-generation consoles from Xbox and Sony [6857](https://www.tradingview.com/symbols/TSE-6857/). Nintendo’s current Switch handheld console already includes an Nvidia chip, the Tegra X1. A new version of the Switch console expected this year is likely to include a Nvidia custom design, according to one source. Nintendo declined to comment. \- Reuters

DumplingGoddessTe

**Nvidia chases $30 billion custom chip market with new unit -sources** Nvidia [NVDA](https://www.tradingview.com/symbols/NASDAQ-NVDA/) is building a new business unit focused on designing bespoke chips for cloud computing firms and others, including advanced artificial intelligence processors, according to nine sources familiar with the company's plans. The dominant global designer and supplier of AI chips aims to capture a portion of an exploding market for custom AI chips and to protect itself from the growing number of companies interested in finding alternatives to its products. The Santa Clara, California-based company currently controls about 80% of the market for high-end AI chips, a position that has sent its market value up 40% so far this year to $1.73 trillion after it more than tripled in 2023. Its customers, which include ChatGPT creator OpenAI, Microsoft [MSFT](https://www.tradingview.com/symbols/NASDAQ-MSFT/), Alphabet [GOOG](https://www.tradingview.com/symbols/NASDAQ-GOOG/) and Meta Platforms [META](https://www.tradingview.com/symbols/NASDAQ-META/), have raced to snap up the dwindling supply of Nvidia chips to compete in the rapidly emerging generative AI sector. Nvidia's H100 and A100 chips serve as a generalized, all-purpose AI processor for many of those major customers. But the tech companies have started to develop their own internal chips for specific needs. Doing so helps reduce energy consumption, and potentially can shrink the cost and time to design. Nvidia is now attempting to play a role in helping these companies develop custom AI chips that have flowed to rival firms such as Broadcom [AVGO](https://www.tradingview.com/symbols/NASDAQ-AVGO/) and Marvell Technology [MRVL](https://www.tradingview.com/symbols/NASDAQ-MRVL/), according to the sources who declined to be identified because they were not authorized to speak publicly. "If you're really trying to optimize on things like power, or optimize on cost for your application, you can't afford to go drop an H100 or A100 in there," Greg Reichow, general partner at venture capital firm Eclipse Ventures said in an interview. "You want to have the exact right mixture of compute and just the kind of compute that you need." Nvidia does not disclose H100 prices, which are higher than for the prior-generation A100, but each chip can sell from $16,000 to $100,000 depending on the volume purchased and other factors. Meta has said it plans to bring its total stock to 350,000 H100s this year. Nvidia officials have met with representatives from Amazon.com [AMZN](https://www.tradingview.com/symbols/NASDAQ-AMZN/), Meta, Microsoft, Google and OpenAI to discuss making custom chips for them, according to two sources familiar with the meetings. Beyond data center chips, the company has pursued telecom, automotive and video game customers. In 2022, Nvidia said it would let third-party customers integrate some of its proprietary networking technology with their own chips. The company has said nothing about the program since, and Reuters is reporting its wider ambitions for the first time. A Nvidia spokesperson declined to comment beyond the company's 2022 announcement. Dina McKinney, a former Advanced Micro Devices [AMD](https://www.tradingview.com/symbols/NASDAQ-AMD/) and Marvell executive, heads Nvidia's custom unit and her team's goal is to make its technology available for customers in cloud, 5G wireless, video games and automotives, according to a LinkedIn profile. Those mentions were scrubbed and her title was changed after Reuters sought comment from Nvidia. Amazon, Google, Microsoft, Meta and OpenAI declined to comment. $30 BILLION MARKET According to estimates from research firm 650 Group’s Alan Weckel, the data center custom chip market will grow to as much as $10 billion this year, and double that in 2025. The broader custom chip market was worth roughly $30 billion in 2023, which amounts to roughly 5% of annual global chip sales, according to Needham analyst Charles Shi. Currently, custom silicon design for data centers is dominated by Broadcom and Marvell. In a typical arrangement, a design partner such as Nvidia would offer intellectual property and technology, but leave the chip fabrication, packaging and additional steps to Taiwan Semiconductor Manufacturing Co. [2330](https://www.tradingview.com/symbols/TWSE-2330/) or another contract chip manufacturer. Nvidia moving into this territory has the potential to eat into Broadcom and Marvell sales. "With Broadcom's custom silicon business touching $10 billion, and Marvell’s around $2 billion, this is a real threat," said Dylan Patel, founder of the silicon research group SemiAnalysis. "It's a real big negative - there's more competition entering the fray." BEYOND AI Nvidia is in talks with telecom infrastructure builder Ericsson [61QS](https://www.tradingview.com/symbols/LSE-61QS/) for a wireless chip that includes the chip designer's graphics processing unit (GPU) technology, according to two sources familiar with the talks. 650 Group's Weckle expects the telecom custom chip market to remain flat at roughly $4 billion to $5 billion a year. Ericsson declined to comment. Nvidia also plans to target the automotive and video game markets, according to sources and public social media postings. Weckel expects the custom auto market to grow consistently from its current $6 billion to $8 billion range at 20% a year, and the $7 billion to $8 billion video game custom chip market could increase with the next-generation consoles from Xbox and Sony [6857](https://www.tradingview.com/symbols/TSE-6857/). Nintendo’s current Switch handheld console already includes an Nvidia chip, the Tegra X1. A new version of the Switch console expected this year is likely to include a Nvidia custom design, according to one source. Nintendo declined to comment. \- Reuters

vertua55

Quantum Scape $QS any reviews???

skemmmm

Puts on QS

Anon_guy112

QS. Get in on the ground floor.

Safetyprof

Set to sail within 12 months: **Quantumscape (QS) & IONQ**. QS - solid state batteries chemistry proven to have phenomenal performance. IONQ - Rackable / table-top quantum computing technology highly likely first to market, at scale. Also has division to develop quantum software. Both at the point of becoming BIG market players with their revolutionary technologies. Both companies are "pre-revenue" with excellent management teams. Both companies are well capitalized and marketing their initial products as we write, with a path to scale manufacturing. Well worth researching for your personal investment decision. The short FUD rhetoric is pathetic. But that's the game at hand. And an opportunity to buy both stocks before they launch. Keep an eye on the institutional buyers accumulating. Yes, I'm a long stockholder in both. GLTA

alta_vista49

QS

eastewart

To really see the returns we are talking about, it think you have to look at QuantumScape or Solid Power. Both are in more of a startup mode and have relationships/deals with major players (Solid Power and BMW, QuantumScape and VW). I’m putting my money with Solid Power right now, but will probably scoop up some share of QS also. But both of these are definitely long term investments as I think solid state battery tech has a ways to go until mass production and mass profits (but I think it will happen)!

Flaky_Paramedic5137

This article is more then 2 years old. Science then QS showed some significant goals. Also the the article you showed was referring to things elon musk said 6 times. I really dont see the validity pf this article. Maybe you can show it to us.

Afraid_Agent8362

Anyone have a opinion on QS

BurstingTitan88

I love QS 😭😭

WillzeConquerer

QS puts

InvestorCoast

FSR is the stock on the verge of the Large meme style squeeze... But 4 tickers to check out for more of a normal catalyst driven moderate squeeze: **IONQ 31% Short float** After good exposure at Davis last week... deal announcements will likely emerge & increased institutional buyers taking positions. Currently the only Quantum Computing manufacturer plant located in the US. **WULF 31% Short float** One of the lowest mining cost per Bitcoin. Large short interest that has to cover as BTC rebounds. **MARA 24% Short float** Largest Bitcoin Miner (largest hashrate). Still a lot if shorts that have to cover when BTC rebounds **QS 16% Short Float** QS was ready to move up due to undervalued risk/reward, even prior to the positive update on battery progress. Institutional buyers will start jumping in. Its pulled backed from the move up last week- and appears ready to move up to at least $12 .. and potentially much higher after that.

InvestorCoast

FSR is definitely the stock with Huge meme type squeeze potential... but for several that should have a more measured squeeze: MARA WULF FSR QS ... all 4 are worth putting on radar for potentially big rebounds next week & sustained moves higher thereafter. (Short Float above 15% plus catalyst) Short Float: $IONQ 26% ... a lot of exposure & visibility at Davos- likely some business deals will result & attract new institutional buyers. $WULF 25% BItcoin rebound/ moving back up $MARA 20% BItcoin rebound $QS 16% Positive battery update