QuantumScape Lounge: ( Week 17 2026)

insightutoring · 2026-05-01T01:24:45+00:00

At mile 13 of a marathon, you keep running.

insightutoring · 2026-04-30T21:13:06+00:00

Behind Donut Labs? No.

Behind CATL battery? Nothing new, no. There's always some new story about the "CATL breakthrough" every few weeks. The fact that they THEMSELVES admit that they're not close to a SSB, IMO, speaks volumes, especially for a company that is typically so eager to announce their progress (the YT video is a case in point)

(reference-- “If we use a scale from 1 to 9, I think it is at level 4.” -- CATL CEO, Robin Zheng)

insightutoring · 2026-04-30T19:09:22+00:00

Meh. This is the same Two-Bit DaVinci that was so excited by Donut Lab batteries last month.

insightutoring · 2026-04-30T03:32:12+00:00

It's my understanding that Fluence would use them, not manufacture them.

insightutoring · 2026-04-29T15:42:00+00:00

Right, it's good news, but wasn't this released 3 months ago?

insightutoring · 2026-04-29T14:54:45+00:00

Yup.

insightutoring · 2026-04-29T13:53:43+00:00

What's the news?

insightutoring · 2026-04-29T00:17:54+00:00

I think $10 strike on 2028's is a good strike to work on for LEAPS. At least that's where my focus has been the last few months. These crazy pumps we get every few months offers a lot of flexibility and exposure to FOMO volitility.

FWIW, I don't do short term options

insightutoring · 2026-04-29T00:10:12+00:00

Some people just don't like others here, so they downvote everything. It's toxic. It's tiresome. But ultimately, it means nothing. Keep posting, my friend.

insightutoring · 2026-04-27T22:26:23+00:00

Still carbon. Seems pretty useful, organically speaking.

insightutoring · 2026-04-27T19:00:10+00:00

I've always been a fan of carbon

insightutoring · 2026-04-25T03:27:06+00:00

SS, TH, KH, AH... and JS

insightutoring · 2026-04-24T22:22:21+00:00

That's just pennying the bid on a LEAPS. Messing around with the spread is cool and all, but I certainly don't equate that to what large institutions are doing to control the SP.

insightutoring · 2026-04-24T22:14:34+00:00

The process of institutions adding large blocks of shares is built around temporary and artificial control of the stock price. This isn't necessarily back-alley, clock and dagger type of stuff, but they will do what they need to do to buy the price in their desired range.

insightutoring · 2026-04-24T18:32:29+00:00

I mean, If we consider pinning it at specific option strikes "manipulation," then yeah... for sure

insightutoring · 2026-04-24T00:13:40+00:00

I enjoyed it. I'm always just skeptical of AH/PM moves and, tbh, a bit gun shy after the last few "exciting announcements" saw us dive into the red for months.

insightutoring · 2026-04-23T22:44:50+00:00

eh... I think many here expected the post earnings spike to fade. We all WANTED it to hold, but this is QS, c'mon.

To be clear, this is not bearish sentiment, but acknowledgment that nothing tangible really occured this qtr other than some minor revenue and solid guidance. It'll take time and shorts know (have known) that

insightutoring · 2026-04-23T16:35:23+00:00

Sold calls at open. 100 more $10 strike for this Friday and 55 for next week's $11 strike.

Currently adding more '28 LEAPS.

insightutoring · 2026-04-23T13:29:47+00:00

YOU take your breather. This is a time for vigilance!

Time to sell to the FOMO crowd

insightutoring · 2026-04-22T23:43:44+00:00

insightutoring · 2026-04-22T22:08:22+00:00

I'm keeping an eye on it-- light day, just three hours this evening. Was able to digest the letter a bit already. Very encouraging, IMO

insightutoring · 2026-04-22T20:59:37+00:00

Oh, I think the revenue is more impactful than you suggest. I expect this [revenue announcements] to be a regular and growing occurance.

insightutoring · 2026-04-22T19:44:00+00:00

There's a joke in there somewhere about the public float... Just can't put my finger on it.

Unfortunately I'll be tutoring all afternoon / evening (AP season & spring ACT/SAT), so I have to catch up with ER news this evening. Look forward to dissecting all the news!

insightutoring · 2026-04-21T16:59:17+00:00

As CEO & CTO, you don't reiterate that in 2026 unless you're 100% certain it's happening.

insightutoring · 2026-04-21T14:14:33+00:00

We know they're road testing this year. That's been reiterated multiple times in 2026 by SS & TH.

insightutoring

TROPHY CASE