QS

stockist420

Went through their latest filings and the Q4 earnings call (Feb 11). There are actually real commercial signals now. They booked their first-ever customer billings $19.5M in 2025, all collected in cash from PowerCo. Not revenue in the GAAP sense (goes to equity because it's a related party) but it's real money coming in. They inaugurated the Eagle Line on Feb 4 a highly automated pilot production line that serves as the blueprint for scaling. The big news is they signed a JDA with a Top-10 global automaker in December plus added two other new OEM customers, so PowerCo is no longer the only commercialization path. Also partnered with Corning on ceramic separators and expanded their Murata deal. They're pivoting to a pure licensing model QS provides the manufacturing blueprint, partners take the capex risk. And they're expanding beyond automotive into data centers, drones, aviation, and defense. Cash is $970M with runway through 2029, burning \~$250M/year. Still pre-revenue and the insider selling pattern from our discussion doesn't look great, but the commercial pipeline is genuinely broader than it was 6 months ago. As for other setups posted an OSINT analysis on Strait of Hormuz tanker traffic and INSW on this sub recently, working on more. Will probably make similar post to this one.

magicjohnson89

Stuck a bit more in QS to average down.

SHIBashoobadoza

Yeah, I’m not buying into donut battery until they release the architecture / how it works. A lot of people are making SSBs in the lab with no way to economically scale. From what I understand there’s really two ways to produce at scale through either thin roll production (Honda) or sintering (QS). Would be sweet if donut battery has done something revolutionary in materials science but I’m a skeptic. https://global.honda/en/newsroom/news/2024/c241121eng.html

Familiar_Gazelle_467

small QS short into the open, if that donut batt is legit they're cooked. No moat, no (mass) product, just a capital incinerator with a TON of competition

Familiar_Gazelle_467

Donutlabs could kill QS in about 14 hrs from now

ConsultingLife86

Take some targeted bets on disruptive tech stocks. That’s what I’m doing. QS/IONQ/SOUN. Good luck.

AkkoFan1234

https://preview.redd.it/fozdizfmoikg1.png?width=1080&format=png&auto=webp&s=547072c0aa17259de7322410d683131cfe88f4b0 $QS

College_finals

QS, the battery company?

TheLegendOfSteven

There’s so many quality stocks in bear markets right now. Load up MSFT, FIG, SPGI, APP, GTLB, SLP, PGY, FLNC, QS. NFA

Krammsy

I think part of the problem is the rate new technology is breaking out, 6 month's ago Google's TPU processors started eating into NVDA's chip sales and will likely continue gaining ground. Now there's yet another new technology - metasurface cpu's, they're photonic, use less energy and are faster. What companies are spending on right now could be dead end technology next year. The battery space is similar, QS is a great example. .

BigAkitaDawg

QS?

hamsterkill

I'm overweight on QS as I've bought twice during its steep declines in the last few months. Still looking like a good long play to me as long as they aren't missing milestones.

BFLO-Retail

So far that hasn’t been a problem https://www.reddit.com/r/options/s/T2pzncc9QS

Marshmallowmind2

Fuckinel this reminds me of that Charlie sheen winning song. Same vocals https://youtu.be/9QS0q3mGPGg

Rock_or_Rol

Lol for sure! I have a feeling NEXT and QS will do well in the next few years once they get production going. CCCX/INFQ and IMSR are the opposite story for me. I’m chasing them into the dirt 😂 Froth propped up quantum and SMR tech far too much on speculation, but I’m buying heavy if they get down to the $5 mark.

AfraidAnalyst

Made back my loss from the dumbass QS play. Now losing that money on spy

No_Acanthaceae_2198

Sorry man, earnings are rough. I scooped up that QS dip last night.

magicjohnson89

QS and NVTS about to become penny stocks. Guess betting on pre-revenue wasn't the wisest. PHOCK.

cbusoh66

QS is still a $5 billion company, zero revenue and no visibility in sight on when they can actually sell their shitty "battery technology" How is it not a penny stock yet?

Kattilaeikka

If the rumors and whispers about solid state batteries made from abundant materials are true companies like QS go poof.

Glum_Habit4200

QS downfall incoming

Cstooby

I did a strangle on QS, I think it will dump at open down to $7. I have $8 put so that will cover the 70 cents I paid in total for the strangle. I got calls in fsly... there was a post earlier saying that its very under priced and has more room to run. Here it is [https://www.reddit.com/r/wallstreetbets/comments/1r2l4zo/fsly\_ai\_beneficiary\_trading\_at\_a\_saas\_shitco/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/wallstreetbets/comments/1r2l4zo/fsly_ai_beneficiary_trading_at_a_saas_shitco/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) But its super risky now so many people are going to take profits at open including myself so its going to be pretty wild the first 30min.

Harp-Note

I probably should've done a strangle on FSLY instead of QS, methinks. 🤔

BigWarning8696

* QuantumScape has transitioned from lab-stage feasibility to early factory workflow, materially de-risking its commercialization pathway since Q2 2023. * QS’s manufacturing risk has declined, with key equipment installed, pilot lines operational, and strategic partnerships reducing execution uncertainty. * Automotive OEM engagement has advanced to formal joint development agreements and field demonstrations, though production contracts remain pending. * "The summary of progress made between Q2 2023 and today is that what was once a question around arriving at a real product has now transformed into a real battery company answering manufacturing at scale questions." This is a copy/paste from another site. If I were to throw money in it, it would be a 2 year Leap with the expectation it'll go to zero, so I can position size accordingly

cbusoh66

Someone give me the bull case for QS? Volkswagen has been an investor since before the company went public and still no commitment and no revenues, huge losses, and more and more dilution, give me the bull case?

Radiant_Yesterday_51

Same here but most of the QS bulls are delusional thinkng its dip opportunity so not sure what to expect tomorrow morning.

Independent_Name_601

I bought some QS puts this AM and they will probably print tomorrow… this is what Michael Scott must of felt like when he was right about the housing bubble.

Defiant-Fee-7550

Does someone have the QS earnings call translation ?!. Couldn't understand one word the CEO said, but it sure sounded bullish to me when he mentioned something about drones 😦

Pale-Silver-8178

RIP QS call option holders

Radiant_Yesterday_51

QS is such a scam lmfao

AfraidAnalyst

Ok QS I get it, I shouldn’t have bought calls. Don’t rub it in

ultrasharpie

Why QS why?????? I thought you did good! Manipulation! Why cant we just have organic squeezes?!

Successful_Car1670

QS did the predictable rose when I sold and sunk when I bought back in. Thanks Mr Market

BIGPOTHEAD

QS is such a scam company

Repulsive_Roof6790

I was gonna full port eow QS puts but chickened out last minute😞

AfraidAnalyst

Tried QS 8.5c’s for shits and giggles. It shit. At least it was only a portion of house money from today’s profit

AfraidAnalyst

Glad I only used a small portion of my profits today. Why would I think QS goes up

Lonely_Paper_1198

We getting theta ganged on my QS puts?

ultrasharpie

GUYS, please print my QS calls. I promise I have puts on every single other earnings here.

Pale-Silver-8178

QS call will print whoever bought puts RIP

EmbarrassedKoala3982

APP Call HUBS Put Aurora Put QS Put

This_Huckleberry_473

Thoughts on QS earnings?

TelevisionCool2806

QS puts man

HistoricalComeBack

Hubs puts QS calls

Ekremmmm

QS puts or calls before earnings?

Repulsive_Roof6790

1600 eow QS puts

Icy_Letterhead4893

Your watchlist is fighting itself and I don't think you see it... MSFT and Wolters Kluwer are stability, RKLB is a $39B company with negative earnings that went from $3 to $99 in a year, QS is pre-revenue with analysts saying Sell. Those aren't the same strategy, those are two different investors sharing one brokerage account. And look, 60% your first year feels like skill but mostly that was the market being the market... the real edge isn't picking the next ticker, it's learning to ask three things before every buy: how does the company make money, profitable or burning cash, what am I paying for what I'm getting. If you want stability for real, MSFT at \~26x earnings with Azure growing 40% is probably the cheapest it's been in years.

OptionsHuduga

excellent point taken. I followed ur observation. just sold for a solid profit. ill look to buy again later. any suggestions on the next play? im looking at QS and APP today.

ultrasharpie

Anyone doing $QS earnings? Calls because they just transitioned to making money? Their flexible batteries are semi solid state lithium. I bought a few calls... now im down. someone please bail me out (crying😭)

TrickyBar9580

wild? stocks are only up less than +1%, apart from TSMC and QS and a few others

Drunkenm4ster

bought 20 QS $37 calls expiring jan 27 today

BIGPOTHEAD

Will QS make me a bagholder if I jump in tomorrow?

somewhereoverthedune

$QS is the play

pigeon_shit

Yes. Long QS

pigeon_shit

QS, VG, TE I choose you

Pereise1

$QS up 13% today

Relative-Artichoke35

QS getting an early pop

Special_North1535

QS about to melt faces 🤑🤑

allthewayne

QS was up 20% there for a sec, lol. Earnings on Wednesday.

pigeon_shit

Bro it’s so early for QS. Buy leaps or shares and chill.

projecteagle123

Quantumscape ticker QS going to blast off

throwaway2676

QS vs AMPX vs SLDP which one (or multiple) and why

Goodoldhold

I have QS and U for this week

Repulsive_Roof6790

Think imma go 30 QS calls strike $11 exp. 15 may. I think this one is a good call because t the snow is starting to melt in my area

SalemKinkTrials

QS calls, Aurora easy calls. Rivian likely flat.

pigeon_shit

QS will rip next week.

Relative-Artichoke35

QS could drop some big new Wednesday

iliveasimplelife

hey i remember you making the Hood comment on daily the other day. If shares, or leaps you could very well recover these. Both Hood and QS are not bad buys. This is the phase where retail weak hands, and institutions load up cheap. Stay strong.

magicjohnson89

QS isn't quantum.

espinadorsal

The psychological aspect you mentioned is honestly the biggest benefit. Everyone focuses on the math, but the ability to hold a position without constantly checking the ticker because you know your floor is locked in? That’s free of headache. Also, great point on the taxes. Using a collar to bridge the gap from Short Term to Long Term Capital Gains is a strategy more people need to learn. Nice play on QS

allthewayne

$QS there is a high chance of an NR at market close announcing metrics on their newly commissioned Eagle Line. Then earnings next week should bring more significant news. Major upside from this beat up price. Ok, queue the haters. 🚀

allthewayne

I had 1500 calls when Cobra hit last year, SP went from 4 to 15, and I sold my shit at like $7. In the first weeks my account went from 20k, to 200k, I sold at 100k. A month later the position was worth 1.2mil. Lesson: if they accounce some material shit about Eagle Line, or revenue payments, upgraded specs or a licensee name, don't sell too early. Let the shorts feel it and ride the squeeze. This years news reel is going to move this company firmly out of R&D science experiment into credible commercial supplier, with a head start on every other competitor, and an untouchable Moat. This next stage will have it getting picked up by bigger funds, and analysts. I suspect SP at $30+ by year end. My account is 90% invested in QS. I plan on retiring off this one.

wyudtix

QS is not related to them? it is a battery company

Plastic_Heat_5797

Why QS? Why not rgti, ionq, qbts or even ibm?

wyudtix

any fellow $QS holders here?

BaconOSRS

Buying more QS. Long term believer

36BigRed

QS

vekkadavedee

If 2026 is the year for QS. Why wouldn't the SP move in 2026? You mean it would reach maybe $30 but not beyond?

4Yk9gop

For some reason, Wall Street loves a lot of pre-revenue stocks but hates QS. I don't expect it to surge no unless they announce revenue. I think it will take several quarters of consistent revenue for Wall Street to come to their senses on this one, which is fine with me as it gives me more time to accumulate. A lot of people think 2026 will be THE year for QS. I don't think the SP will start moving significantly until late 2027 early 2028.

4Yk9gop

AMPX and QS are the only ones with a chance of success in the space. AMPX will probably succeed in the drone space because it their initial energy density on their first product is greater and lifespan of batteries doesn't matter when they are being used to blow up someone in eastern Europe. QS has all sorts of advantages long term but I expect AMPX to do quite well in the short and medium term.

vekkadavedee

That is an insane bet. How much QS do you have if you don't mind me asking

4Yk9gop

Name one on the cusp of scaling manufacturing. Whatever you name is probably vaporware promoted by Chinese bots. QS is the real deal.

4Yk9gop

If you see people promoting it on youtube all the time you can rest assured it's a scam being influenced by bots and algorithms. it's why I have 98% of my money invested in QS and 2% in POET despite what WSB and reddit would have you believe is a sane move.

4Yk9gop

I mean, beyond import restrictions from the entire western world, it's not just what they have figured out how to make but HOW. They had a built-by-hand battery based on their separator since 2020. The past six years have been them building the manufacturing process on how to produce it at scale using bespoke equipment and processes. Simply figuring out the chemical makeup of their separator will probably take the Chinese weeks. Figuring out how to manufacture it at scale will take a half a decade, and by that time QS will have released 2-3x more iterative improvements and enhanced chemistries. It's the same as chips. China can reverse engineer and manufacture them eventually, but absolutely no one can design them like the West, specifically the USA.

bipolarbear326

QS

YOUNGSAGEHERMZ

Why AMPX over say EOSE or QS?

Jamieo451

Easy: Quantumscape QS

martin99cz

Quantumscape Corp - NASDAQ: QS

jewmanji1492

I was watching QS 5 years bought in a little ago it has huge potential

Spirited_Code_8060

I already own QS shares and leaps. But I am also tempted to take a fairly aggressive long call position for late Feb, maybe early March, because of the earnings & Eagle Line event. At the same time, I have to say, it feels too obvious. So instead I may take a small short-term call position and otherwise add more LEAPS

EnthusiasmSea850

This will print out 7 figures profit to buy the house near by Apple company. I wish I have enough money I would go all in QS. There is government offical come to QS next week . Good bet and good luck brother

flamehead2k1

I'm going to assume you need to hold the investment for a certain period of time, let's say 5 years. 5k is enough to be a nice gift but not life changing for me so I would YOLO into something speculative where it could be life changing money in 5 years. 500 shares of QS will either be worth zero or worth 50k+ in 5 years.

WatchinToMuchTV

I’m an AMPX guy personally but nothing wrong with a QS bet. Godspeed sir and/or madam

pigeon_shit

QS guy is both simultaneously late and early

obb223

There are a lot of people on the cusp of scaling up manufacture of solid state batteries. QS are not ahead of them all. I struggle to see the attraction.

vekkadavedee

sensible comment. QS is either a go big or go bust. there are closer to commercialization than ever before. 15 years of research and they have built a significant moat that will make other entrants have a high bar to enter

DrSeuss1020

I’ve had a position in QS for a while now and also bought some 2027 calls when it was in the $5s. This year should be a big validating year for them. It’s either going to blow up, or blow up. Funny to see some people in the thread failing to recognize a pre revenue company

Kendar007

You're on the wrong board. People with brains are not discussing anything of substance. try the QS boards where the guys with knowledge beyond 5th grade

Ok_Cry7572

QS barely up on that 2% apple

Angryferret

If Donut Lab tech turns out to be true (I think it is) this stock is worthless. I'm holding QS Puts for 15th May.