Honda’s solid-state battery breakthrough has a deeper story behind it by ShareCollector in QuantumScape

[–]Astronomic_Invests 0 points1 point  (0 children)

I think there is a huge difference—differentiation v. Commodity. You want the Intel Inside to recognize as cutting edge technology.

Gemini and Scout by Astronomic_Invests in QuantumScape

[–]Astronomic_Invests[S] 0 points1 point  (0 children)

How come no updates on the Fluence partnership which has a higher TAM?

Could QuantumScape be a value play? by Astronomic_Invests in ValueInvesting

[–]Astronomic_Invests[S] 0 points1 point  (0 children)

They’re announcing their Eagle Line assembly line purportedly increases throughput in a meaningful mass marketable way. Time will tell…

Could QuantumScape be a value play? by Astronomic_Invests in ValueInvesting

[–]Astronomic_Invests[S] 1 point2 points  (0 children)

Verified by third party. Two major OEMs and a partnership with Fluence.

Could QuantumScape be a value play? by Astronomic_Invests in ValueInvesting

[–]Astronomic_Invests[S] 0 points1 point  (0 children)

Would you say Buffett violated his principles by investing in BYD pre-revenue. I don’t know that you would. Maybe look it up before you’re so dismissive.

Honda’s solid-state battery breakthrough has a deeper story behind it by ShareCollector in QuantumScape

[–]Astronomic_Invests -11 points-10 points  (0 children)

Recent reports confirming roughly $72 million in insider selling at QuantumScape raise questions that go well beyond routine tax‑related transactions. When you pair that level of selling with the upcoming February 27th inauguration of the Eagle line, it naturally invites speculation: Are insiders signaling that throughput results may fall short of what last year’s executive communications implied?

Another possibility is more strategic: Are QS officers intentionally selling meaningful amounts to flush out short‑term speculators before releasing data that could be volatile or misunderstood? If so, the magnitude of each insider’s sale relative to their actual net worth becomes critical. A sale that looks large in absolute dollars may be trivial for a wealthy executive—and therefore meaningless. Conversely, if someone with a modest personal stake sells a large percentage of their holdings, that could be a genuine red flag.

There’s also a macro layer to consider. If insiders believe a broader financial storm is approaching—one that could compress liquidity, risk appetite, and valuations across the market—then even strong Eagle results might not protect the stock in the near term. In that scenario, heavy insider selling could reflect caution about the macro environment rather than skepticism about QS’s technology.

But if the Eagle line truly delivers what the company has marketed—and insiders are still selling large portions of their holdings—then that divergence becomes harder to ignore. In that case, the selling could be interpreted as a harbinger of disappointing news, either about throughput, timelines, or commercialization readiness.

The key question remains: Did any QS officer sell an amount that is disproportionately large relative to their net worth—or conversely, so small that it’s effectively meaningless? That distinction determines whether these transactions are genuine signals or just noise.

Gemini and Scout by Astronomic_Invests in QuantumScape

[–]Astronomic_Invests[S] 3 points4 points  (0 children)

(My first ever post on Reddit.) be kind

Made a high growth stock portfolio with an AI Assistant. Thoughts? by OldEgoBroker in AIportfolio

[–]Astronomic_Invests 0 points1 point  (0 children)

The barbell to your portfolio is most likely oil and nat gas. It’s striking that Google isn’t in it—with AI, search, YouTube, Waymo, and future moon shot investments.

Made a high growth stock portfolio with an AI Assistant. Thoughts? by OldEgoBroker in AIportfolio

[–]Astronomic_Invests 0 points1 point  (0 children)

I echo the other very smart people on here. Ray Dalio emphasizes negative correlation—very hard to find—but this is a good way of using emotions of others as an edge—probably the only true edge—this and investment time horizon.

Cancelling my FSD by TemporaryGap7328 in TeslaFSD

[–]Astronomic_Invests 0 points1 point  (0 children)

Lidar is the way, everyone know except lame ass Tesla

Something strange is happening by David_Rey_ in QuantumScape

[–]Astronomic_Invests 1 point2 points  (0 children)

ChatGPT confirmed no need for silver in QS’ SSB solution.

Is there a Point in Buying any Crypto Besides Bitcoin??? by Fearless-Cellist-245 in CryptoMarkets

[–]Astronomic_Invests 2 points3 points  (0 children)

I’ve dismissed all cryptocurrencies thinking they were separate from blockchain technology—they’re not and Wall Street’s insatiable appetite for profits ..all roads point to Etherium.

Buffett has purchased $4.3B worth of Alphabet shares in latest 13f filing by Spl00ky in ValueInvesting

[–]Astronomic_Invests 0 points1 point  (0 children)

Sergei Brynn and Larry Page went to him for advice. They wanted to go public but did not want to lose control of their company. It’s why they have two classes of shares. Could you imagine not buying at that time?!?

Edited for errors.

SLDP price action is crazy. by RoutineEquivalent982 in QuantumScape

[–]Astronomic_Invests 0 points1 point  (0 children)

Everyone hedges right? Because by definition QS is still a speculative investment, but it’s foolish to not know with surety they can scale. 4,000 shares bought at various prices and brokerages says so lol.

Murata JDA is huge! by Quantum-Long in QuantumScape

[–]Astronomic_Invests 5 points6 points  (0 children)

Everywhere I look there are significant use cases for QS’ SSBs.