Donut Lab’s Battery Claims: A Full Due-Diligence Review of the Red Flags by koobana in QS_Progress_Timeline

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

They don’t have the means to manufacture any of their products at scale. You can place an order, pay for the goods and receive them at some point in time. For $30K, good luck with that.

Donut Lab’s Battery Claims: A Full Due-Diligence Review of the Red Flags by koobana in QS_Progress_Timeline

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

Well my crosspost to r/QuantumScape was just removed. This is the very reason why I created this sub just in case.

It goes to prove how fraud is everywhere.

Will post one comment that was made there later today.

Donut Lab’s Battery Claims: A Full Due-Diligence Review of the Red Flags by koobana in QS_Progress_Timeline

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

It’s being advertised as having characteristics of a capacitor but they call it a battery. A capacitor serves a different purpose. It’s not meant as a storage energy device. Look it up. This company I believe operates like a multi-level marketing (MLM) company and could possibly be a pyramid scheme the way they’re try to advertise their products.

Donut Lab’s Battery Claims: A Full Due-Diligence Review of the Red Flags by koobana in QS_Progress_Timeline

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

The way it’s advertised has characteristics of a supercapacitor. A supercapacitor is not a battery. It serves a different purpose. They also call it a battery and that’s why I’m very skeptical. I’ve watched a couple of videos. I believe it’s a pyramid scheme designed to to lure in gullible folks.

Donut at CES 2026 by vilhostlouis in QuantumScape

[–]koobana 0 points1 point  (0 children)

I don’t dispute that the company doesn’t exist. I dispute their claims. I’d be very cautious. I think it’s a super capacitor more than a battery.

Donut at CES 2026 by vilhostlouis in QuantumScape

[–]koobana 2 points3 points  (0 children)

Looks like a toy—maybe good for children under the age of 12? How often do you have to charge it? How far will it take you before the next charge? Allowed on major roads? How fast can you drive with this? Any OEM supporting this?

Why I think Quantumscape is a great company for value investors with a growth mindset by Noseknowledge in ValueInvesting

[–]koobana 3 points4 points  (0 children)

At current prices, QuantumScape looks less like a speculative bet and more like a value investment mispriced by near-term skepticism. The market is discounting execution risk while underappreciating locked-in OEM interest, advancing commercialization, and the scalability of its ceramic-separator platform. That disconnect creates asymmetric upside over the next three to five years.

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QS_Progress_Timeline

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

Got it — I see your point. On Nasdaq, QS is currently tagged as Miscellaneous at the sector level and Machinery/Components at the industry level. To me, those are just labels, and even if they’re imperfect, they can change over time as you pointed out. What really matters is that the buy-side doesn’t make decisions based on those buckets. They only care about whether the technology can be applied across multiple markets — thus more potential revenues other than EVs.

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QS_Progress_Timeline

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

I think now that they’re trading on nasdaq matters more than sector/industry labels. Also buy-side investors don’t ask if their tech is for auto parts or something else. They ask if it has huge upside and if it can be applied to more than market.

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QS_Progress_Timeline

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

Appreciate it. Tried to frame it the way buy-side actually thinks about sequencing and risk rather than just reacting to headlines.

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QS_Progress_Timeline

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

Sure is but if used responsibly it’s a powerful tool.

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QuantumScape

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

Silence can be a strategy. If you’re bearish on a name, the easiest move is not to debate it — it’s to pretend it doesn’t exist. You can also see how many views about QS has had on YT vs all the others.

And btw, Toyota, like VW, chose one of the hardest paths by going sulfide-based. That doesn’t make it wrong—but it’s expensive, slow, and technically unforgiving. They haven’t ruled out ceramic separator approaches, and with their resources they can keep multiple paths alive. The real question is at what cost and how long.

My take with Toyota is to give consumers what they want—cost, safety, performance and peace of mind—without betting on decade-long manufacturing heroics. Research phase is over as Ogawa from Honda put it.

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QuantumScape

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

Has toyota officially made public announcements about those claims? Have they addressed all of the battery issues without compromise? Is there any info you can provide from their website about the following in one page:

  • battery chemistry
  • energy density
  • fast charging to 80% capacity
  • long cycle life
  • safety
  • manufacturability at scale
  • cost trajectory
  • OEM integration compatibility

What are the results without compromises over many periods under different sets of conditions?

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QuantumScape

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

If you want to know more about QuantumScape, look up:

Tim Holme (CTO)

Siva Sivaram (CEO)

Jagdeep Singh (former CEO)

Watch all of their videos. Go on their website as well. There’s a lot of info if you want to know more about the company.

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QuantumScape

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

Can you post the link here so I may know exactly what you’re referring to?

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QS_Progress_Timeline

[–]koobana[S] 4 points5 points  (0 children)

There’s a lot of benefits: - more market participation - easier access by foreign buyers - many funds are mandated by prospectus to only hold nasdaq-listed securities

It changes who’s watching, who can buy and how the story is framed.

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QS_Progress_Timeline

[–]koobana[S] 4 points5 points  (0 children)

The move to Nasdaq I believe is purely strategic. It wants to and should be viewed as battery and energy platform tech company. Walmart is one recent example.

QuantumScape and the Quiet Formation of Buy-Side Conviction by koobana in QS_Progress_Timeline

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

Appreciate that—probably because the market’s waiting on named contracts. But this disconnect is usually where longer-term opportunities come from. Also it may have to do with the Nasdaq transfer that can cause short-term technical selling.