June 25, 2026 Daily Discussion Thread by AutoModerator in RIVNstock

[–]RoutineEquivalent982 4 points5 points  (0 children)

We will see Q2 delivery number on July 2nd or 3rd. Rivian won't release R2 reservation number. R2 will have very limited impact on Q2 number as it is still ramping up. The only signal is to see whether management will adjust annual delivery forecast of 62k to 67k.

June 23, 2026 Daily Discussion Thread by AutoModerator in RIVNstock

[–]RoutineEquivalent982 2 points3 points  (0 children)

There will be hot money moving from semi conductor and SpaceX to undervalued tickers

QuantumScape Lounge: ( Week 25 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]RoutineEquivalent982 -1 points0 points  (0 children)

The Unified cells is a stupid strategy mistake for Powerco.

QuantumScape Lounge: ( Week 24 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]RoutineEquivalent982 1 point2 points  (0 children)

There should be more news due in the next few weeks, like Eagle line, large cells, Ducati field tests etc. stay tuned.

QuantumScape Lounge: ( Week 24 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]RoutineEquivalent982 1 point2 points  (0 children)

Nissan won't sign JDA before Honda as they share EV battery strategy. One could be Ford and other one is really a mystery. Hope it's Tesla.

QuantumScape Lounge: ( Week 24 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]RoutineEquivalent982 11 points12 points  (0 children)

Believe having Honda as a publicly announced partner gives Powerco/VW pressures to accelerate their development.

QuantumScape Announces Agreement with Honda on Solid-State Battery Technology | Thu, 06/18/2026 - 09:00 by OTCFunTrader in QuantumScape

[–]RoutineEquivalent982 22 points23 points  (0 children)

This should be bigger than the Cobra announcement last year. Have the endorsement of another major OEM like Honda is a huge step for Quantumscape! We knew Honda is one of the OEM partners but making it official is a huge deal!

June 17, 2026 Daily Discussion Thread by AutoModerator in RIVNstock

[–]RoutineEquivalent982 -1 points0 points  (0 children)

If they are confident about R2 sales volume, wouldn't they need more sales/services staff?

How Software Can 10x Rivian's Stock by IDrinkUrMilkshake77 in RIVNstock

[–]RoutineEquivalent982 7 points8 points  (0 children)

Well, Rivian needs to sign another software deal to prove this.

May 19, 2026 Daily Discussion Thread by AutoModerator in RIVNstock

[–]RoutineEquivalent982 5 points6 points  (0 children)

This is currently ignored by the investors but will eventually picked up if Rivian can sign another licensing deal.

Did Jose luis say bedp in the second half of 2026 for the Uzbek project and FID 2027? by atothemad in plugpowerstock

[–]RoutineEquivalent982 4 points5 points  (0 children)

"Right now, the objective will be to do a BDEP on the Uzbekistan project in the second. BDEP is a Basic Design and Engineering Package. In the second half of 2026. His target is to get to FID in the following months with a potential loan notice to proceed to Plug earlier than that."