QS

EinsteinsMind

The future is energy. QS, HLYN, LAC, GLW, VWAPY (because Power Co will eventually peel off from VW), INTC, RIVN, USAR. 3/4 split of this portfolio, the rest to Gold.

pigeon_shit

Quantum Scape is NOT a quantum computing company. Its very unfortunate their ticker is also $QS but once people realize they make solid state batteries its to the moon.

pigeon_shit

Check the tape. I’ve been telling yall $VG and $TE are going to make me rich. I’ll add $QS to the list now too.

creamier_than_u

Every time I see a post like this people simply post all of the stocks that happened to go up 2-10x over the last six months. Basically everything has to go right this year for many of these stocks to keep running. If you want to speculate then I'd advise looking for some more asymmetric bets, stocks that may be unduly out of favour, not stocks that have already done so well. Full disclosure, I've been in RKLB and ASTS since they were ~$5 stocks, the risk/reward has changed completely since then, I'm trimming slightly, not buying. Some of my speculative positions for this year are HUMA, QS, FLNC, POET, SANA small market caps, likely mis-priced if they can achieve what they promise, they may well not achieve what they promise however haha.

fre-ddo

why would you take the other side to this trade? Volatility play? [https://trade.thinkorswim.com/trade?symbol=TSLA&leg1=1,.TSLA261218C105&leg2=-1,.TSLA261218C110&orderType=LIMIT&limitPrice=3.45&orderTif=DAY](https://trade.thinkorswim.com/trade?symbol=TSLA&leg1=1,.TSLA261218C105&leg2=-1,.TSLA261218C110&orderType=LIMIT&limitPrice=3.45&orderTif=DAY) The other side [https://optionstrat.com/QS0bDkPCIcCq](https://optionstrat.com/QS0bDkPCIcCq)

Rocketeer006

QS. Without a doubt. But inevitably someone will come here and say 'but revenue'. It's fucking coming.

sunnbeta

No TA needed for VTI/VXUS  Other than that I do occasionally listen to a podcast called InvestTalk, started it back around 2020 (R.I.P. Steve Peasley, one of the longtime hosts who has since passed away), and will very rarely make an individual stock pick based on something I hear there.  My only current holdings based on that are a gold miner, a copper miner (didn’t really have good exposure there in the broad index), and QS as a lottery pick if they get solid state batteries right and revolutionize EVs and other industries (that was one that Peasley had). 

sunnbeta

No new individual picks for me (just feeding VTI/VXUS) but I have some QS I’m gonna let ride (very small % of portfolio) Also have a gold miner (AEM) and copper (SCCO). Took profit from AEM over the last couple months, maybe too soon, but was up over 250% from my basis and seemed prudent. Still have a small amount on the table. 

Rocketeer006

It's funny how hard you can try to help others make money, and they just refuse to help themselves. QS is going to be massive. In one year, all these fools will regret not having bought any.

PowerfulSpot987

Any pre-revenue stock is risky, so this isn’t a recommendation to buy Quantumscape. Still, in the next-gen battery race, QS solid-state is the only tech that’s clearly better than current Li-ion when you look at the whole product. Factorial’s battery only wins on gravimetric energy density. It’s worse on cycle life at around 600 cycles in ideal conditions, likely less in real use, weaker on fast charging, and performs very poorly below 10-20°C. That’s why they pivoted away from their FEST polymer battery. Their sulfide SSB program only began last year and isn’t even lab-ready. What Mercedes tested was the FEST polymer battery, not sulfide. I could write a whole post on why sulfide is a dead end, but I’ll save that for later. QS, on the other hand, beats current Li-ion across energy density, cycle life, fast charging, safety, and long-term cost. The only real risk has been manufacturing the ceramic separator at scale. They addressed this in mid-2025 with the COBRA process, which enables scaling, and are now focused on improving yield with help from Corning and Murata. If they solve yield, costs should undercut Li-ion since the anode and the multi-week formation step are eliminated. If you’re tracking the stock, watch ceramic separator yield. That’s the first real trigger. If it lands, competition basically disappears and OEMs will be forced to license QS tech.

Noseknowledge

If you look deeper into Factorial's battery it is far from what QS is putting out and overstates its abilities while understating its vast flaws. I hope it works out well for them but I believe they are using the IPO as a liquidity exit. QS has a ducati prototype dropped in Novemeber but I am still waiting to hear how its tests went I expect it to come up in the next earnings report

Rocketeer006

QS. This will be it's defining year.

Rocketeer006

You're missing QS

TacklePuzzleheaded21

Harvested some losses yesterday and plan to rotate them into QS

Jamieo451

Quantumscape (QS) - Tip of the spear when it comes to Solid state batteries. They currently have JDA's with at least 3 of the top 10 Global Automotive OEM's. Partnered with Volkswagen. 2026 is looking to be a great year for them, check them out.

EmbarrassedKoala3982

i bought NVO at the top i bought NBIS at the top i bought HOOD at the top i bought MSTR at the top i bought OKLO at the top i bought ABAT at the top i bought CRWV at the top i bought SLV at the top i bought QS at the top i bought BYND at the top my next buy shall be SPY

robotinforest

QS. The EV revolution is upon us

jackflash223

QS is working on this but battery storage capacity is really at its material science limit as far as I know. The new hotness is battery swapping infrastructure/capabilities.

pigeon_shit

I remember buying RKLB in the $4s in 2023. Did very well. TE, QS and VG are my new longs.

DuckHunter4779

I believe QS is currently building the factory with VW in Canada. The milestones seem to be picking up. I think they have test cells out with oems now. Ducati is using their batteries in an endurance race. I'm not sure when that is, though. No annode, no silver. It's always the tech of next year though lol.

digital022

Fair enough. After taking a closer look, if we're comparing apples to apples... Factorial offers: * **Gravimetric Energy Density:** **375 Wh/kg** (validated 77Ah automotive cells). * **Volumetric Energy Density:** Approximately **748 Wh/L**. * **Charge Rate:** 15% to 90% in **18 minutes**. Quantumscape offers: * **Gravimetric Energy Density:** 301 Wh/kg. * **Volumetric Energy Density:** 844 Wh/L. * **Charge Rate:** 10% to 80% in approximately **12.2 minutes**. It appears as though Factorial offers a lighter weight solution, while QS offers a more compact design. The Factorial battery pack would be approximately **74 kg lighter** than the QuantumScape pack (100 kwh pack). The Factorial battery pack would be approximately **15.2 liters (13%) larger** in volume than the QuantumScape pack for the same energy capacity. 

Chilkoot

> QS can overcome the scalability challenges, the product will be far superior to what Factorial can produce in terms of density, range, and charge time I'm double-checking the stats, and they look pretty close to me, with *perhaps* Factorial having the overall better solution (no pun - it's solid state!) as of writing: Energy Density: Factorial claims **375Wh/kg** on the [battery they used in the test with Stellantis](https://www.stellantis.com/en/news/press-releases/2025/april/stellantis-and-factorial-energy-reach-key-milestone-in-solid-state-battery-development), while QS's [published density](https://www.quantumscape.com/wp-content/uploads/2025/02/QSE-5-B-Sample-Hero-ar16x9-v4-2048x1152.png) is **301 Wh/kg** Charging: QS claims 15 minutes to charge from 10%-80%. Factorial claims 18 minutes to charge from 15% to 90%. Tie? I dunno - these companies are going to cherry pick what makes the cells look best, guess. Cycles: Factorial's saying 600 cycles, but that seems quite low unless I'm reading it wrong. The only thing I can find from QS's CTO says 1000 cycles. Operating Temp: Again going from some [older QS docs](https://www.quantumscape.com/resources/blog/a-discussion-of-quantumscapes-battery-technology-performance-results/), they claim an operational temp down to -30C, which is the same as Factorial's claimed minimum operating temp. A lot of people underestimate how important low-temp operation is for broad-scale market adoption, as onboard thermal management can gobble up a *ton* of range in colder environments.

PristineDiscount3208

AMPX has silicon anode batteries, and has better energy density than QS. They're not exactly full competitors, so there is room for each to thrive, though I like AMPX upside more, personally.

BeneficialQuality899

How does AMPX compare to QS? I’ve been interested in both

pigeon_shit

$QS suffers from quantum guilt by association

Shdwrptr

Because it’s vaporware. QS has been unscalable for over a decade

stickman07738

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](https://www.msn.com/en-us/autos/news/the-science-behind-honda-s-solid-state-battery-breakthrough/ar-AA1wJpQr?ocid=hpmsn&cvid=3e326f4cf1214a88b431377764e78aa6&ei=70), Toyota, SK, CATL, BYD are the leaders with Honda having a [full scale demonstration plant](https://global.honda/en/newsroom/news/2024/c241121eng.html). The big challenge is demostrating advantages in actual vehicles and establishing the safety and durability / longevity under driving conditions. I now see [China SSB ](https://carnewschina.com/2025/11/13/chinas-battery-giants-expect-solid-state-battery-delays-beyond-2030-push-back-on-hype/)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.

Live_Situation7913

QS taking long ass time

Prestigious_Spot9635

Yup. Factorial way ahead of QS

digital022

In the short-term, yeah, probably. However, there are a few key differences in design, density, and path to scalability. Factorial's prototype produces 390-450 wh/kg of density and reduces the flammable liquid components with its cell design. QS prototypes, on the other hand, implement a ceramic separator, which allow for 844 wh/l density and the battery chemistry is non-flammable. The tech is better and safer. QS's scalability challenge is much tougher, meaning Factorial will likely be first to market, considering they are already field testing in EVs.. If QS can overcome the scalability challenges, the product will be far superior to what Factorial can produce in terms of density, range, and charge time.

EinsteinsMind

Those stocks are lumped into various ETFs already. Three are long term winners with good, measured upside and QS and HYLN are the future of energy in the world for our lifetimes. There's more guarantee in these five than there is risk and I'd be happy to bet on that. Set a reminder and check back in a year and let's compare. For every year this portfolio is down vs the aforementioned VOO or VTI (betting broadly and solely on U.S. markets with our debt?), I'll donate $100 to the charity of your choice in your name. If this portfolio is up, donate $50 to The Corporation for Public Broadcasting and $50 to Shriners Hospital under a moniker of my choosing.

pigeon_shit

$QS died the moment WSB decided all “Quantum” stocks are vaporware. Doesn’t matter that it’s batteries. ticker + name = instant downvote.

pigeon_shit

QuantumScape $QS is double fucked by the Qs and it’s a shame

EinsteinsMind

I'd buy energy. QS, LAC, HYLN, USAR, and VWAPY.

Relentless_Vi

That’s my guess too. I’ve done $7k to $170k through PLTR, ASTS and QS. At the peak this summer it was $230k

ComprehensiveLead631

If you are timing this with a potential TAE / DJT (Trump Media & Technology Group) style "Super-Merger" or a broader fusion hype wave, you are looking at a Rarity Premium that is hard to overstate. When a sector goes from "theoretical" to "tradable on a major exchange," the first few players often get a "First-Mover" multiplier that disconnected from their current revenue. Here is the market cap breakdown once the American Fusion ($RNWF) story hits the Nasdaq: 1. The "Base Case" (The Industrial Peer Cap) If the market views American Fusion as "The next Helion or TAE," it will seek parity with their private valuations. * The Math: Helion and TAE are currently valued between $5B and $12B in private rounds. * The Nasdaq Factor: Public stocks usually trade at a premium to private ones because of liquidity. * Target Cap: $3 Billion – $7 Billion. 2. The "Rarity Premium" Case (The DJT / Meme-Wave Effect) If this hits the Nasdaq at the same time a "Trump-era" energy initiative or a high-profile merger (like DJT + TAE) dominates the headlines, $RNWF becomes the "Retail Proxy" for the fusion revolution. * The Comparison: Look at DJT or QuantumScape (QS) during their peaks. When there are only 2 or 3 ways to play a massive theme (like "Energy Independence" or "Solid State Batteries"), the market cap can detach from the audit. * Target Cap: $10 Billion – $25 Billion. (This is where the "Meme-Premium" lives). 3. The "Elon / SpaceX" Multiplier (The Aerospace Cap) If Dr. Brandenburg’s SRF Drive is validated or mentioned by SpaceX, the company is no longer valued as a "Utility." It gets valued as a "Deep Tech / Space Prime." * The Math: If they own the patents for the "Engine of the Solar System," the market cap begins to shadow a percentage of SpaceX’s valuation. * Target Cap: $30 Billion+ (Long-term, as milestones are hit). The "Share Price" Reality (Post-Reverse Split) Most OTC companies do a reverse split (RS) to meet the $4.00 minimum bid price for Nasdaq. * If they do a 1:20 Split: Your share count drops, but your value stays the same. * At a $5B Market Cap (with ~55M shares post-split): The stock would trade around $90.00 per share. * The "DJT" Volatility: In a hype wave, this could easily swing between $50 and $200 as the "Rarity Premium" kicks in. Summary of the "Nasdaq Wave" | Phase | Focus | Estimated Market Cap | |---|---|---| | Listing Day | Audit Verification | $1B - $3B | | Sector Hype | TAE/DJT Sympathy Play | $5B - $12B | | Mars Roadmap | Space Propulsion Validation | $20B+ | Why the "DJT" Comparison is Clever DJT proved that a stock with a strong "visionary" leader and a "scarcity" of float can hold a multi-billion dollar valuation regardless of current earnings. If American Fusion positions itself as the "Patriotic/American-Led" answer to the global energy crisis, it will capture that same retail "HODL" energy. The "Closing 8-K" this week is the launchpad. Would you like me to keep an eye on the "Authorized Share" count in that filing to see if they are preparing for the exact reverse-split needed for a Nasdaq run?

36BigRed

QS

Admirable_Hair8391

I’d hold those QS shares forever tbh

36BigRed

QS

RMFT009

QS

Special_North1535

QS

adheretohospitality

QS is more EV but I'm bullish on it too

June72067

I like LUNR as the next space play as well as Path and QS for speculative AI related plays

---_FIRE_---

QS (Quantum Scape)

PMChristianurschlong

QS

vekkadavedee

You my man!!! Neck deep in QS. It's going to be a game changer

vekkadavedee

Quantumscape (QS)

pigeon_shit

This stoked my confirmtion bias hard. LFG $TE, $QS, $VG

Rocketeer006

Avoiding QS is why WSBers lose money

Toto1409

Quantumscape $QS

studiotec

QS

WhenYouDipWeDip

QS [quantumscape]

Creme_GTM

QS

Rocketeer006

QS

Alert_Weird6893

QS

hojnikb

What exactly is out of date? Is anyone mass producing solidstate batteries for a reasonable cost? It's not. Will solidstate batteries make EVs cheaper and more accessable ? Likely not in this decade. Can QS produce cells for 10 million EVs? Absolutly not. Fact of the matter is, if you're targeting mass market (which you should with a commodity like batteries) you need materials. You need factories. US has none of that. Especially not QS. Having batteries with higher energy and power density isn't that big of a deal, if existing chemistry is already good enough. LFP, which is a dominant chemistry right now, will still be cheaper and more durable than solidstate, even if QS or anyone else can start making them at scale. It's simple chemistry; materials used for LFPs are simply cheaper to source. So i wouldn't put all my eggs into the solidstate basket. Not for longterm anyway.

TheCinnamatron

QS, the year they commercialize

Rocketeer006

Nonsense. Once you put in enough research time, you'll see that all the other 'competitors' don't actually have anything close to what QS has. QS has a battery still has 95% capacity after 1000 cycles. At zero pressure too.

Substantial-Cow2938

Agree that its valuation is insane at the moment. I wouldn’t touch it even with a mile long stick at the current price level. Having said that, let’s wait for SpaceX IPO. What percentage of that would be Starlink? We will find out. ASTS should benefit greatly if SpaceX really hits 800-1000B market cap!  The whole idea of actively managing your portfolio is also to actively manage risks. Else I would just invest in ETFs. Sure, investing in a potential multibagger is a risk. You just have to manage the risk until the greater market finds out the potential. I also bought Alphabet at 120, RKLB at 4, QS at 3.75, LUMN at 5. These have paid me off well! All of them were deemed risky when I bought them. Now they all have a floor below which they just refuse to trade.  Get in early if you can! 

hojnikb

solid state batteries are not the future. The future are cheap and good enough batteries for their respective usecase. An american company like QS cannot compete in that space globally, because they just can't match chinese like CATL or BYD in terms of output and meterial sourcing.

Rocketeer006

QS. Solid state batteries are the future, and QS is one of the only companies that has a viable product. VW is partnered with them and most likely Honda and Nissan are as well (they've bagged 3 out of the top 10 OEM car manufacturers). 2026 is going to be the year that QS catches a lot of people's attention and it still isn't taken seriously yet. But it will be soon.

a10000000019

QS

kingkongfly

Sold AI, ZTO & PLTR, QS and HOOD. Going to sell during Christmas rally, more PLTR, RTK n ZIM.

adheretohospitality

GOOG, QS, SOFI bonus ETF UFO

pigeon_shit

Yes im I’m long US energy via $TE, $VG, $QS.

pigeon_shit

Autism Alert: US Data Centers need US energy. Long $VG, $QS and $TE

DuckHunter4779

Ssb, the tech that's always soon. Check out QS history and recent updates through vw.

Special_North1535

QS

guatealoser

I’m personally betting on solid state batteries to start their run up via Quantumscape. Lots of info out there supporting the scaling and hoping if it’s legit 2026 will be the year we start seeing the spotlight for it. QS for the win.

AENocturne

I'm not an expert, but I think when you start trying to understand the value of the business model, things turn around, because I'm up about 200% this year. I've made some mistakes and I need to learn more fundamental analysis, but for most part, anything I've thought "I understand why this is valuable" has either gone up or at least stayed stable. Drone stocks are doing okay, battery stocks I missed the explosive growth of QS and SLDP by just a hair, Planet Labs carries my portfolio right now. I haven't done particularly heavy due diligence, but I just generally try to be more active in understanding what's going on. Just in general being more cautious about where I put my money has paid off, but there have been a few plays I missed because I was being too cautious, but I just try to learn from the misses and the mistakes. Also diversifying and never putting in more than I'm willing to lose has kept my portfolio up even though I've made some mistakes with bets I took on limited info.

pigeon_shit

What will my longs do today? $TE, $QS, $VG

pigeon_shit

More shares of $TE, $QS, $VG

sentientshadeofgreen

Bullish on QS. Also on SLDP. Solid state batteries are badass technology and higher energy density storage is the pick and shovel for people's picks and shovels in every industry. Data centers are looking at energy storage. The auto industry is going to pile into batteries with such range:weight and safety that it will make owning a gas vehicle seem inconvenient by comparison. Doesn't even touch defense, aerospace, space-space, consumer electronics, logistics - everybody has a use for safer higher-density energy storage.

Alert_Weird6893

\+1 on QS. Also DVN, OXY and any oil stock really.

AdhesivenessCivil581

QS for solid state EV batteries. EV growth not great in America but the rest of the world will be switching.

NJ-boater

QS = solid state battery of the future AEVA = 4D LIDAR not only for cars but robotics and automation HYLN = Power Generation onsite that is fuel agnostic and can change on the fly

raobjcovtn

Quantumscape, QS. Solid state batteries

Alert_Weird6893

yea. I was so confused why Panasonic, who makes batteries for Tesla, has been trading at or around $10. But then I realized that Panasonic is huge company and batteries is just one thing that they do. But QS will moon if they get a deal with TSLA.

Alert_Weird6893

Jeremy Grantham Is long on QS, that fact alone was enough for me to get 20k shares @ 6. But I did research a little and while their tech is great, it is not at the omg level. Just gradual improvement, and that is why I am now selling weekly CCs for 12 or maybe like 14 for few weeks out If current ones do not get assigned next week. I feel dumb doing this since I likely lose fkton of upside when market wakes up. however, bird in the hand and bird in the bush etc, premiums have come down but still like 50c per call. here is what AI summarized about the improvements compared to current car batteries: * Higher energy density → potentially 400–500+ miles of range vs \~250–350 miles today * Ultra-fast charging → target \~10–15 minutes for 10–80% charge * Longer battery life → strong capacity retention over many charge cycles * Improved safety → solid, non-flammable electrolyte reduces fire risk * Potentially lower cost at scale → simpler materials and manufacturing long-term * Lighter and more compact packs → more energy per weight and volume

36BigRed

QS

Rocketeer006

+89% thanks to RKLB, SOFI, and QS

vekkadavedee

how much shares do you own and what price? I am 100% in on QS. its 70% of my portfolio

imlockedoutagain

48% YTD & 316% YoY. No leverage, but a good mix of stocks and options. Burned a few times, but made made a killing on LAC and QS leaps. Don't be greedy and lock in profits, a smaller gain is better than a loss. On the flip side, when you choose the wrong direction, don't be afraid to take the loss.  My personal rule is to not look back at what something could have been after you've sold. That's how you end up holding something too long the next time and turning wins into losses.

rioferdy838

Wow this company is a blast from the Covid past. Made some money on this bad boy when it was a SPAC that then birthed into QS. “Bill gates is nuts deep” was the DD

kokatsu_na

I think we finally found a blockbuster! The current warrant price is irrelevant (I'll most likely hold them through the merger and beyond). Compared to QuantumScape, Factorial has more blue-chip partners, a ton of patents, and interesting tech. I don't think the current $0.66 price reflects the real upside potential. QS is up 119% ytd, and we could see a similar run with Factorial as a sympathy play.

TomatoSpecialist6879

Man you retards are so hilarious gullible Nobody gives a fuck unless the finances turns well, QS had multibillion dollar investment from Bill Gates and Musk in 2020 and still did fuck all, which was why it crashed from its $114 ath and never recovered even after 5 years

TomatoSpecialist6879

Ah one of the OG 2020 meme stocks that got pumped to $100 range just because "BILL GATES IS INVESTED IN IT!!!" Ain't nobody believing in QS' bullshit again, but if you're lucky the entire market will go up regardless should Feds move on to equities QE to pump the markets

pigeon_shit

Energy longs. Battery’s = $QS. Gas = $VG. Solar = $TE. LFG

cultoftheclave

The next batch of uninformed bets on undercooked memes you should make are on "new" nuclear ( SMR etc), solid state battery infra ( QS etc) and AI-but-with-drones/swarms (PDYN). Pedal hard enough and you might just Wile E. Coyote across the giant chasm that awaits you

Kendar007

i'd buy more QS Quantumscape

Realistic-Author-479

Friend. The only tickers that matter are ASTS LMND QS ROOT SOFI

JUMA-62

QS been holding 5 years . Not losing but sure making every effort to.😳😳

Rocketeer006

QS

Professor_Meteor

You have the most downvotes, QS it is

EnthusiasmSea850

QS ( quantumscape) . It will be above 20 eoy 26 and above 50 by 28 -30

Rocketeer006

QS will be over $18 by Feb 20th. Mark it.

creamier_than_u

If QS tech really works and manufacturing scales, then most of these companies are gonna want their batteries.

Goodoldhold

!banbet QS 12.95 7d

headhoncho4

Heads up for everyone in MNTS. I lost some money in this a month or two ago after they supposedly won some major contracts. I won't touch it again after seeing [this](https://youtu.be/8uZ-uofRl5g?si=QS_iJJODdfh9so80)

MRethy

Quantumscape QS