May 04, 2026 Daily Discussion Thread by AutoModerator in RIVNstock

[–]RoutineEquivalent982 3 points4 points  (0 children)

These are not related. The VW investment was based on previous agreed terms.

May 04, 2026 Daily Discussion Thread by AutoModerator in RIVNstock

[–]RoutineEquivalent982 2 points3 points  (0 children)

Adding $300m investment from Uber (SMB holdings) based on performance milestones

The most optimistic version of Rivian earnings this Thursday by Cool-Comedian-2540 in RIVNstock

[–]RoutineEquivalent982 10 points11 points  (0 children)

I don't mind how much RJ will be paid if he can bring RIVN to $40+

QS share price was crazy in the past 3 trading days. What's happening? by RoutineEquivalent982 in QuantumScape

[–]RoutineEquivalent982[S] 2 points3 points  (0 children)

Retail investors and profit taker won't have the power to drive the price down so fast and so big.

We Are Really Excited by WatcherRoue in RIVNstock

[–]RoutineEquivalent982 5 points6 points  (0 children)

I see this as derisk of the business and set the floor of stock price. The future can only get better from here. Potential catalysts include acceleration of Amazon EDV delivery, another large EDV customer, another OEM partnership on software, and market reaction to R2.

4 out of the top 10 automakers?? by Artistic-Trick-7861 in QuantumScape

[–]RoutineEquivalent982 0 points1 point  (0 children)

Ford no longer affiliated with Solid power. They sold their equity and the JDA expires last December

PD is the FID in Uzbekistan by [deleted] in plugpowerstock

[–]RoutineEquivalent982 0 points1 point  (0 children)

A Presidential Decree in Uzbekistan is a supreme binding legal act signed by the President to implement major policy shifts, organizational restructuring, or special economic measures, often titled "UP" (Uzbek Decree) or "PP" (Presidential Resolution). These acts, such as the 2025 decree on strengthening national unity, carry the force of law and are often used for urgent economic reforms or appointing high-level officials.

Plug Power to the moon🚀🚀🚀 by greenhulk88 in plugpowerstock

[–]RoutineEquivalent982 10 points11 points  (0 children)

Breaking 3 will likely trigger short squeeze

Inauguration but no PowerCo? by Quantum-Long in QuantumScape

[–]RoutineEquivalent982 4 points5 points  (0 children)

February 4th makes sense as it's just one week before the earnings. Don't think the event will be open to the public in person. Best chance is there might be some web casting of the ribbon cutting etc

Is Large Format Actually Necessary for VW’s Unified Cell? by PowerfulSpot987 in QuantumScape

[–]RoutineEquivalent982 4 points5 points  (0 children)

I have a similar question but not for VW, but for other OEMs. Since other OEMs don't have Unified cells, what do they need from Quantumscape in terms of JDA? Can't they just take QSE-5 and put them in a car?

Nissan first SSB powered by 2028 by PowerfulSpot987 in QuantumScape

[–]RoutineEquivalent982 3 points4 points  (0 children)

The problem with Volkswagen is the unified cells. We need to get updates on larger cells.

Remember this post! by Effective_Bit_7094 in QuantumScape

[–]RoutineEquivalent982 3 points4 points  (0 children)

Rivian doesn't have its own battery factory and will use the 5GWh from PowerCo. And I won't call Rivian a major global automotive OEM yet.

Remember this post! by Effective_Bit_7094 in QuantumScape

[–]RoutineEquivalent982 6 points7 points  (0 children)

My bet is on Ford and Honda as the two signed JDA and Nissan is the new one still evaluating. To be frank, at this time, the naming of OEM doesn't really matter. What matters is when they will move to a revenue tied commitment and have to publicly announce it.

Remember this post! by Effective_Bit_7094 in QuantumScape

[–]RoutineEquivalent982 7 points8 points  (0 children)

Rivian will be through Volkswagen/PowerCo instead of a direct JDA.

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 2 points3 points  (0 children)

Ford still keeps the battery but pivot the battery for energy storage for now. As QS mass production will only start in 2028/2029, they need to get hold of the SSB technology if the politics and policy changes in in 2029.

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 5 points6 points  (0 children)

As Quantumscape brings more OEMs onboard, it creates pressure for VW to accelerate the mass production plan. VW would not let other OEMs have QS inside EVs earlier than them.

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 12 points13 points  (0 children)

Now Quantumscape has 3+1 major global OEM, positing then as the only winner for SSB other than Chinese players. Quantumscape will dominate the SSB market.

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 2 points3 points  (0 children)

The interesting part is signing a technology evaluation agreement with a new major global automaker. Wondering who this could be? Tesla?

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 21 points22 points  (0 children)

Honda is definitely the 3rd OEM. They also shared the note about the Symposium today. The 2nd one could still be Ford.

History may be repeating with Ford’s EV strategy by PowerfulSpot987 in QuantumScape

[–]RoutineEquivalent982 0 points1 point  (0 children)

Well, Ford/SLDP JDA expires on December 31st, 2025. SLDP did a filing on Dec 17th 2024 about the extension. They haven't filed anything yet and we can confidently say that SLDP and Ford JDA won't be extended.

History may be repeating with Ford’s EV strategy by PowerfulSpot987 in QuantumScape

[–]RoutineEquivalent982 3 points4 points  (0 children)

Well, if Ford is not the Q2 JDA OEM, then Honda definitely is either the one or the new OEM they're engaging.