Reddit Posts
$QS has 10% intraday swing to continue ramp up
$QS squeeze I post DD on last week shaping up
$QS is moving up 10% today, possible news after market close
$QS has a good setup with 20% short interest and massive call volume in May
I have prepared 2 powerpoints to show you why going all in on $QS right now can help set you up for early retirement.
$GMGMF / GMG — The Graphene Battery Play Nobody's Talking About Yet 🔋
Battery and storage Q4 earnings: SES / AMPX / EOSE / FLNC / QS vs MVST
Battery & storage Q4 earnings: SES / AMPX / EOSE / FLNC / QS vs MVST
Battery & storage Q4 earnings: SES / AMPX / EOSE / FLNC / QS vs MVST
Stock/ETF for research development for datacenter/computing efficiency?
Been digging into QuantumScape's board connections and insider activity
Been digging into QuantumScape's board connections and insider activity
Lost all my hair in the last two weeks [RECOVERY PRON]
Sharing my learnings - learnt about 'collar' trade, applied to my biggest winners. Saved me lot of pain (and gains).
Going absolute YOLO on this not so much talked about company called QS. Thoughts? Doomed?
I've cleared over $70k in my first year using the "Wheel".
SATL Satellogic = space company
LAES, CTB spiked above 100%, SAB show 0 on fintel
SATL Satellogic (space company)
SATL Satellogic (space company)
SATL Satellogic (space company)
👋 Welcome to r/QS_Stock - Introduce Yourself and Read First!
SEALSQ Rally inbound these next 2 weeks. SpaceX satellite launch nov 10th, rollout of QS7001 post quantum resistant chip nov 15th.
$350K Into QuantumScape $QS - The Future is Solid State 🔋
QS (quantumscape) yolo, took extreme risk, the emotional roller coaster was tough
Another QS yolo, it will open at 16
Heavy shorting in Quantum ahead of catalyst cycle
QuantumScape (QS) Could Gain from China’s Battery Export Curbs
If you believe in the United States, then hold onto DFLI.
Looks like WSBets are not reaching high this time (Compared to 2021)
Follow up on my QS options trade to close the loop
Follow up on my QS options trade to close the loop
$QS we don’t need China our tech is better
Another QS trade expiring this Friday
Another QS trade expiring this Friday
QS( quantum scope) end of mean Reversion?
2week I turn my last little 2.9k uber DoorDash to 20k both on QS 0date call
Trying again with QS short options, will tomorrow be my day!!
Trying again with QS short options, will tomorrow be my day!!
The Meme ETF is back. Is it late to the party again?
If you’re not buying QS what are you doing with your life?
QS from 35 k loss to 100 k plus profit, I won’t say I was not nervous!!
QS from 35 k loss to 100 k plus profit, I won’t say I was not nervous!!
💥 Lithium Penny Plays Heating Up (DFLI, ABAT, XPON, ELBM) — Military Angle?
Who else is going all in on QuantumScape (QS)?
Tesla Roadster 2 - Quantumscape Solid State Batteries
Quantumscape diamond hands bought QS options few days ago n holding
GORO Earnings Call today @ 12:00PM Eastern
Need help on selecting lots for covered call assignment...
Microsoft shares jumped 6% in extended trading on Wednesday after the company reported better-than-expected earnings and revenue for the fiscal fourth quarter.
Do you think it’s worth pulling out right now or should I just ride it out?
QuantumScape (QS) Can't Hide Commercialization Lag Even After Big Gains; I'm Keeping a Neutral Point of View
Hold through earnings tomorrow or will I get IV crushed? $QS puts
Mentions
As per my understanding QS are probably best positiones. Have you found that Samsung are now ahead?
Something to do with batteries. It’s the next energy revolution after coal, oil, nuclear etc. The US has just about completely banned Chinese batteries from entering its market (much like chips) so that says enough. AMPX and QS look like good bets so far.
I'm looking at power generation & storage. $SMR & $QS
$MU it’s red wing hedge fund, scam this one like Archegos Archegos push to few semi, once in a blue moon see Algo jump like $GME $RIVN $QS $SMCI $TLRY and now $MU
Solid state batteries to power intelligent robotics. Also LiDAR for sensory. $QS $OUST $INVZ etc are all early and in accumulation
Another day another opportunity to load up on QS
CRSR, QS, SPCE. memory play, quantum play, SpaceX ipo sympathy play. These are all hig risk plays btw but this is a casino.
Ok, this is funny, three are in my top five (ASTS, PCT, ZETA other two are AUR & QS.)
The shorts would disagree with you. But the shorts hitting QS hard every time it bounces is what has allowed many retailers to accumulate shares at bargain prices. Institutions have increased their share from 30 to 40%. The shorts have matched that commitment. There’s a showdown brewing and a squeeze coming on significant news.
It happens. I made $19k off $QS in a week
QS… where dreams go to die. It’s produced far more losers than winners. But yeah, long QS.
Yup :)! Though sitting on some gains that are holding recently, I am looking forward to 2H. I really appreciate the steady approach in tech companies in general, but the conservatism of QS will make the inflection point and subsequent convexity all the more satisfying.
QS is poised for breakout this year. And yes, an all-star team. Tim Holme will receive a Nobel for his work.
QS has been an incredibly lucrative short every time they pump over some immaterial company news or pump from FinTwit influencers. It's a company trading with the valuation of a revenue generating one despite their product being glorified vaporware. AMPX is actually an interesting one since they do actually generate revenue and have carved their own little niche with military drone batteries. Unfortunately it's really difficult to justify buying at their current valuation when you consider how much revenue they actually have
Agreed, feel like I’ve been waiting for this from QS for years but I do believe the next 12 months will finally give the unlock we’ve been waiting for
I have been stacking QS right now. This year will be big for them as they scale the Eagle production line and awaiting initial data from the VW partnership.
The next MU is the next gen American battery maker that is required all these robots, drones, defense and other new tech. Solid state batteries from QS.
POET, ASTS, MSTR, and mb QS.
QS is a nightmare stock to hold. Never seen a stock go +5% to -5% in a day as much as this one, nevermind the +40% to red BS last ER
Don’t sleep on QuantumScape $QS. Believe it or not - there’s not a quantum company.
Thanks for the kind words. My caveat with what follows is (only partly tongue in cheek) the best way to make money in the stock market is do the opposite of what I suggest! :-) In addition, I am a "fundamentals" guy - so I don't tend to gravitate to speculative high beta opportunities without proof points. For example, I like AMPX because they are very likely to hit triple digit millions in revenues this year, with an obvious path to profitability. But on the other hand, I'm not a fan of QS or SLDP because they have neither in their sights. ENVX is a bit of a tweener - closer to "real" but still lots of execution risk. Those three may end up as very successful firms. But as a stock buyer, I think I get paid to wait. So, what do I like? As a company, I like TDK (Tokyo exchange) as they own ATL and ATL is kicking butt in consumer electronics batteries. That impact is diluted by the scale of TDK parent. But I still like the "top co." EVE Energy Co (Shenzhen Exchange) is interesting as they appear to be gaining ground in China on BYD and CATL. Other battery companies I like are either private or captive. So, I like PowerCo, but it's 100% owned by VW. In that case, the scale of VW prohibits you riding PowerCo's progress alone, I think. The same may hold true for Molicel (E-Moli), which is owned by Taiwan Cement. I haven't researched top co there, but it may have a similar issue to PowerCo. It trades on the Taiwan Stock Exchange, and also in the US on the pink sheets. Hope this is useful, or at least interesting.
Maybe JOBY, ACHR, QS, SLDP, but the timeline is more like 5 years and beyond
Honda can't scale capacity yet. And is actually parterning with QS. Toyota's batteries require high pressure to operate, QS doesn't. SK partners with Solid Power, who is far behind QS in terms of development. CATL develops hybrids, not pure SSBs. BYD is aiming for half the energy density QS already demonstrated with their prototype. Now, I agree with you that SSBs are not yet proven to be mass-production viable. But that's one of the reasons for QS' price. I also agree with you that we might never see pure SSBs enter the mass market. But I am highly convinced that if there's someone who can pull it off, it's most likely QS. If nothing, they'll license their research and it won't go to 0. And then we can find some other play.
They are the furthest ahead in development. Ahead of Solid Power, ahead of Toyota, miles ahead of Honda. Toyota's claiming they'll do solid-state EVs in 2027 to 2028. QS doesn't really need mass commercial scale to grow, it needs to be able to scale & a contract. Anyways, they fit the description OP put out. That's why I put them here, and they have solid fundamentals to be my highest conviction play. My other strong conviction plays are META and looking to re-enter AMZN, which are far more boring and already DD'd on loads of times.
SSB have two inherent problems to overcome - thermal expansion (things swell when heated) thus significant thermal control will consume any cost and weight advantage and secondly, the degree of lithium intercalation will probably impact efficiency reducing battery life making them uneconomical. The intercalation is a key performance requirement to make batteries work. SLDP or QS - none of these have a lead in SSB technology. Honda, Toyota, SK, CATL, BYD are the leaders with Honda having a full scale demonstration plant. The big challenge is demostrating advantages in actual vehicles and establishing the safety and durability / longevity under driving conditions. I now see China SSB are in delay. I do not believe SSB will ever be fully commercially available due to technical issues. Semi-solid yes, but not true Solid-State.
From what I understand, because I was also looking at lower valuation, that valuation is in line with their prospects. QS has loads of problems. Their material science is still not figured out, but they're relegating things other companies solve better to the likes of Corning. Solid Power, on the other hand, is more like a component manufacturer. So, they're aiming at improving all the various things that make batteries, rather than a full OEM peoduct. I guess the one thing Solid Power has behind it is that it has more serious companies behind it, like Ford. If someone doesn't believe solid-state batteries can be consolidated into a single manufacturer, it's the superior play, but to me that's kind of betting against solid-state batteries. I'd rather bet on lithium miners or Tesla then.
$QS for batter play mate. Thank me in 5 years
It's kind of hard to find 8 stocks you have full confidence in. Furthermore to beat the S&P500 you need growth stories, which are not really long-term buys. But I'll try based on fundamentals: - AMZN (20%) - AMD (15%) - ASTS (15%) - IBKR (15%) - CAT (15%) - LLY (10%) - KTOS (5%) - QS (5%) You've got AI, retail, semis, telecommunications, space, fintech, industrials, pharma/health, drones, and energy in this. Disclaimer: this is not financial advice, and I'm in ASTS and QS at the moment.
Okay for my stock picks for the future: - advanced recycling/upcycling: ADUR. Plastic recycling, heavy oil upgrading, even handling paraffinic oil. - space broadband: ASTS. Not only text (starlink d2d) and not only dead spots. Complete infrastructure with 60 MNO's attached - photonics: SIVE(F). Laser supplier in many supply chains - solid state batteries: QS. Although they have quantum in their name, that is not their business. They are now scaling up the best solid state batteries. - defense: KRKNF. Kraken robotics is part of the anduril ecosystem, has UUVs and is scaling up.
In-rack energy storage and power delivery for AI data centers, and QS solid state batteries are perfectly positioned for it.
QS or FIG for brain dead play. Good luck yolo that ish.
Already moved beyond that to rack battery plays like QS.
Yeah with a long runway, always best to go long on growth. For me, I like the barbell approach since Im trying to figure out a way to FIRE early. I have 1 acct of mostly value type mutual funds and another acct of individual stocks. Mostly mega cap tech and financials but also some moon shots. Funny thing is, I’ve had real good returns on stuff like SLDP, QS, INTC, AMD, PLTR. My big miss was FNMA. Loss averaged all the way from 2.40 to 1.20 and gave up at 80 cents before it went on a rocket ride to like 13. That would’ve outperformed both PLTR and INTC both of which I bought at $20.
Go QS or PLUG long. Materials, Energy, DC build out. Think shovel sellers. Doesn't matter who wins the AI race for Corning if they can sell fiber optics to every single hyperscaler. Even CAT has room.
i mean go into $QS, $JOBY - those are two pretty smaller stocks that can move your 2k up and down pretty fast.
deeeeep in QS shits going to $150 by next year
Can’t wait until this happens with QS
Sony, NOK, QBTS, QS, IONQ, Google.
wth is going on with QS?? news???
QS ?? looks like the spring is loaded for a explosive move to the upside
QS next big multi leg runner for sure
QS getting a lot of buzz lately, looks like a early entry to a runner
Bought 2k shares of QS pre-market $9 avg, price target $18
QS on the up, good things are cooking
Bought 40 deep otm $QS jan 27 calls a couple weeks ago lol
Bought some QS stock shares after some good news. High volume and signs of aggressive call buying. It might take off like a rocket ship tomorrow.
$QS gapping up. Up 31% the last month. 20% of the float is shorted but lots of positive catalysts recently, especially with them advertising for AI data center power options recently. Appears that this is the next full port play for Kevin Xu, Sir Jack, as of today.
Looks like $QS gapping up over the last week. Prime candidate for a short squeeze with 20% of the float shorted. Down 24% YTD, but up 31% over the last month. Rumors of this being the next full port play for Kevin Xu, or Sir Jack. With his reach, this stock may go up even more soon and fast.
QS is the play. Thank you for your attention to this matter.
Could be but my main thesis on QS is AI robotics and drones maybe a partnership with Anduril in the future
Tesla is starting to use QS batteries. Banger!!
$QS is on a warpath right now.
I might. DRAM paid for my SPY, QS, and BB 😄 I’m gonna be watching it closely for the rest of the week. I might hop back in.
Had to liquidate my DRAM and roll into 20x SPY 737c 5/13. Also my QS 8c 5/15’s got juice for some reason today. Just need BB to do the same thing tomorrow.
I have two that I think we'll look up at in 20 years, and think "why didn't I just hold that?" ***Quantumscape ($QS)*** I think the move away from fossil fuels will be a secular trend. The advantages of electric motors (high & instant torque, high efficiency, low maintenance) and battery storage (regenerative breaking, instant delivery) can't be ignored for much longer. Cost is the only real downside, but that's been coming down in secular fashion as well. Maybe we won't move away completely from fossil fuels for many applications, but more and more will turn to hybrid at least. And the best battery has the potential to win the entire market... ***Joby Aviation ($JOBY)*** In a similar vein, Joby is a move towards electric aircraft. I've posted about them before, but the gist is that noise and pollution (and to a lesser degree, safety) are the main deterrents for aerial city transportation. eVTOLs solve all three of those. In addition, there's a lot of optionality with the investment. They're working on a hybrid defense variant now with L3 Harris (demonstrations for the DoW are ongoing, currently), they're working on autonomous flight (the S4 has autonomous capability, but they've also retrofitted Cessna Caravans to fly cargo missions autonomously), and they're working on hybrid powertrains as well (hydrogen fuel cell & legacy combustion). Both come with their own risks, but great investment opportunities start from a place where risk is misassessed. I am starting to lose faith in QS right now, though (they've been at this for too long to not have real product demonstrations). Some clarity on that investment should happen later this year.
Yeah. I’m the retard who posted the QS DD last night. Got cooked in the comments.
Are they restructuring their company through a subsidiary carve out that smells like they have a buyer? This has very little to do with Microvast battery tech, except that the proven supplier relationship with Oshkosh points to the source of capital. QS is a completely different story.
Why wouldn’t you have the same conviction for Quantumscape [QS]?
That's where most people get caught with their pants down relying on AI prompting that is only as useful as its input. Earlier in the cycle I was considering three contenders that happened to be in their respective "death valley" moment: QS, SLDP and AMPX. Like you, I suggest everyone do their own DD but to try and overcome some of the laziness with AI and opt for some reading of your own from reliable sources. You will get a clear picture on how, although the bunch aim to replace traditional Li ion batteries, they no longer share the same station in that death valley. Two are still pilot-scale and almost OEM validation phase and one hit triple rev growth. QS does have cash runway but their capex on in house does not seem reassuring. They could all go on to do it, and it will be fun to see down the line!
This. Company has been pumping the same shit for 5 yesrs now. Source: got burned once by QS.
I gave up on QS. I should look into it again though. Also, sldp