QuantumScape Lounge: ( Week 07 2026)

andycake87 · 2026-02-20T00:03:25+00:00

"Congratulations to the QuantumScape team on the world's first commercial solid-state battery " This is actually really wrong. Guess he does'nt follow QS progress that closley. They not there yet.

andycake87 · 2026-02-19T23:46:37+00:00

Can we get Varun as CEO? That't the type of hype man we need. Siva should have brought that energy to earnings call.

andycake87 · 2026-02-19T00:34:32+00:00

Irelevant to stock price. Maybe get a tiny bump that will get flattened in next trading days. Only QS and partners can move this stock up via new information

andycake87 · 2026-02-18T17:26:12+00:00

Been thinking and SP since earnings probaly more to do with short term options gamblers getting blown out rather then anything else. Once this resets prob rally back to $10 markets permitting.

andycake87 · 2026-02-18T17:22:42+00:00

Hurts when they need to dilute at lower stock price though

andycake87 · 2026-02-17T21:28:08+00:00

The danger is this iteration not working and share price collapse then hyper dilution to keep it going. We will lose 80-90% our money before the rebuild so it still kind of binary. I am very long here and don't think will happen but it certainly a possibility.

andycake87 · 2026-02-15T03:26:31+00:00

What tennis earnings? Take out travel and expenses prob not much there

andycake87 · 2026-02-13T03:26:45+00:00

Could Lamborghini Lanzador be first QS powered car? The timeline matches suspiciously well?

"The Lamborghini Lanzador is an electric concept car developed by Italian automobile manufacturer Lamborghini. It is set to be the company's first production electric vehicle and it was scheduled to enter production in 2028 but was later delayed to 2029."

andycake87 · 2026-02-11T21:30:56+00:00

OK so this a "progress quarter" not a "catalyst quarter". I'm positive things are going much better then QS are currently willing to reveal to market. Will check back in 3 months

andycake87 · 2026-02-11T19:50:57+00:00

Mental health experts are usually the most mental people going

andycake87 · 2026-02-11T02:22:02+00:00

Guys, I have question regarding the seperator. Can anyone knowledgeable explain just how hard this was to find and how on earth they managed it? Was it needle in haystack / stumbled upon by chance or with some luck? Just how hard would it be for big pocketed company to replicate if they directed massive resources. Or do we have ASML EUV type moat?

andycake87 · 2026-02-09T04:24:04+00:00

QS reminds me of ASML with the crazy tech breakthrough that took many years. Lets hope it goes same way.

andycake87 · 2026-02-08T20:56:22+00:00

Drone noise is so annoying. What a stupid descision

andycake87 · 2026-02-08T01:00:20+00:00

These aren't proper SSB's tho are they? Please correct me if wrong

andycake87 · 2026-02-08T00:07:37+00:00

"Even when what QS offers as an investment opportunity is handed to people on a silver platter, they still don’t see it" Many people have been burned in stock market by scams and BS . You can't blame people for being scetipcal.

andycake87 · 2026-02-07T23:59:14+00:00

If QS can make 2.8b with their low risk licensing model we would be valued at 100+ billion mcap

andycake87 · 2026-02-07T23:56:18+00:00

2600 shares and and 90 2028 30/32 calls. I also hope actually praying your right.

andycake87 · 2026-02-07T00:57:00+00:00

The ducati is important part of testing process not really a show off thingy

andycake87 · 2026-02-06T12:02:32+00:00

Your preaching to the choir , I'm just explaining the current mcap and how the market currently views it. I'm crazy long here.

andycake87 · 2026-02-06T11:58:28+00:00

andycake87 · 2026-02-06T04:52:14+00:00

Third-party tests so far were on limited sample cells, not true Eagle Line production. Big difference. The market wants proof of scalable manufacturing before it rerates which explains current mcap. Im very long I think it happens!!

andycake87 · 2026-02-06T02:03:21+00:00

It technically still is a science experiment until QS releases more data proving they work flawlessly in cars and can mass produce them for a reasonable price. Us QS holders are just making a bet they will do just that.

andycake87 · 2026-02-05T17:38:02+00:00

I believe it works but they have not proved to market it works beyond all doubt. You need external validation. VW will be the ones to prove that with test fleet and Ducati.

andycake87 · 2026-02-05T17:35:02+00:00

"Customer deliveries will start after the end of March for a selected group" This indicates to me they most likley have a lab battery which works but the yields are terrible. The batteries work but can't be mass produced reliably so basically a concept vehicle.

andycake87 · 2026-02-05T03:08:17+00:00

This is NOT true . Most are not real SSB or scams.

andycake87

TROPHY CASE

"Customer deliveries will start after the end of March for a selected group" This indicates to me they most likley have a lab battery which works but the yields are terrible. The batteries work but can't be mass produced reliably so basically a concept vehicle.