Leatherback

Nothing here is intended as recommendation and my tweets should not be regarded as investment advice. Please always do your due diligence.

[Leatherback @CCT_001]

$QS This is what I found online:

https://t.co/oeXCf5Qkni

And they just posted a job opening for “Head of Data Center Storage Energy System Engineering” two weeks ago ago.

🤔

[Leatherback @CCT_001]

Is $QS still part of @breakthrough (Breakthrough Energy Ventures)?

I think so… Think about it, they had the opportunity to apply for $150M government grant and they did not.. so there must be a huge venture behind $QS IMO.

Siva is not a joke (a VIP for Many years).

[Leatherback @CCT_001]

IYKYK $QS

[Top Stock Alerts @TopStockAlerts1]

$QS double digits soon

[Shay Boloor @StockSavvyShay]

$QS signed a multi-year joint research agreement with Honda R&D to advance its solid-state battery platform and manufacturing processes.

Honda said QuantumScape’s technology showed “compelling and unique advantages” across applications including automotive.

[TopSecretStocks 🤫 @topsecretstocks]

QuantumScape $QS - Positioned for a potential commercial breakthrough in solid-state batteries 🔋? 👇

QuantumScape is working on next-generation solid-state lithium-metal battery technology. Unlike conventional lithium-ion batteries, $QS’s anode-free design replaces the flammable liquid electrolyte and graphite/silicon anode with a proprietary solid-state ceramic separator. This enables higher energy density (targeting 800–1,000+ Wh/L), faster charging, longer cycle life, improved safety, and potentially lower long-term costs.

Business Model and Go-to-Market Strategy

$QS focuses on technology development, sample delivery, and licensing rather than owning massive gigafactories. The company partners with automotive OEMs and battery manufacturers for scale. Its flagship product, QSE-5, is a 5Ah cell designed initially for EVs but with broader applicability. $QS plans to monetize via licensing agreements, royalties, and development payments.

The standout partnership remains with PowerCo SE (Volkswagen Group’s battery arm), under a licensing model for up to 40 GWh annually (expandable to 80 GWh). Recent expansions include milestone-based payments. $QS retains flexibility for additional partners across sectors.
• Nugget: 🥜 Recent validation includes JB Straubel (Tesla co-founder) joining the Strategic Advisory Board.

Total Addressable Market and New Market Expansion

The global solid state battery market size was valued at USD 1.6 billion in 2025 and is projected to grow from USD 2.3 billion in 2026 to USD 15.7 billion by 2033, at a CAGR of 31.8% from 2026 to 2033, driven primarily by EVs.

QuantumScape is actively expanding beyond automotive. Its strategic blueprint explicitly targets consumer electronics, stationary storage, data centers, robotics, drones, and aviation. Management highlights that solid-state advantages, high energy density, fast charging, superior safety (no thermal runaway risk from flammable liquids), and graphite-free design (key for defense supply chain security), make the technology highly attractive for these applications.

Robotics 🤖 stands out as a particularly compelling opportunity. Humanoid and industrial robots are heavily constrained by current battery performance (weight, runtime, charging speed, and safety in close human proximity). $QS’s platform could enable longer operation, quicker recharges, and lighter designs, critical for mobility and commercial viability in automation and AI-driven robotics. Similar potential exists in drones, defense/aerospace, and AI data center backup/power solutions.

👉 Success in these high-value, high-margin segments could significantly broaden $QS’s TAM beyond EVs.

Recent Financials (as of Q1 2026)

• Pre-revenue with focus on R&D and commercialization.
• Q1 2026: GAAP net loss $100.8M; Adjusted EBITDA loss $63.2M (in line with expectations).
• Strong liquidity position (~$905M cash) providing substantial runway.
• Guidance: Adjusted EBITDA loss $250–275M for 2026; customer billings beginning to ramp.

Key Milestones and News

• B-sample shipments: B1 samples of QSE-5 (with Cobra separator for improved manufacturability) delivered in late 2025; now in customer testing, including PowerCo programs.
• Pilot production: Eagle Line inaugurated for higher-volume sampling.
• Real-world demos: QSE-5 cells powering Ducati V21L motorcycle prototype, with field testing planned for 2026.
• Strategic pivot: Increased emphasis on non-automotive markets (data centers, robotics, defense, drones) alongside core EV focus.

Bottom line 👉 $QS remains pre-commercial with execution risks in scaling, yields, and competition. However, its robust balance sheet, key partnerships, technical progress on QSE-5, and deliberate expansion into emerging high-potential markets like robotics position it for a potential revenue inflection and $ASTS-like momentum as milestones are achieved.

DYOR ❗

[ImNotHarsh | 📈💸 @imnotharsh]

$QS QuantumScape executive Shahar Noy, General Manager and VP of Data Center, is attending Bloomberg Tech summit in San Francisco on today, June 4th.

Noy’s participation is a deliberate strategic move, showcasing QuantumScape’s push into data center and AI power solutions beyond its traditional EV battery focus.

This is interesting as the other members of the summit include AI execs / leaders:

- Daniela Amodei: President & Co-Founder, Anthropic
- Alexandr Wang: Chief AI Officer, $META
- Mira Murati: Co-Founder & CEO, Thinking Machines Lab
- Hock Tan: President & CEO, $AVGO Broadcom
- Asha Sharma (Xbox)

[Leatherback @CCT_001]

$AI (C3ai) better than expected earnings.

[Leatherback @CCT_001]

I heard that in some part of the U.S., people are cleaning houses for free, but there is a catch, they video tape themselves. The videos are then used to train #AI and #Robotics to do household choirs. Apparently they’re paid millions to gather these videos. $GPRO

[The Wall Street Journal @WSJ]

Breaking: Anthropic has filed for an IPO, setting it on a path to go public as early as this fall https://t.co/kw0oQUgS4d

[Leatherback @CCT_001]

$FLNC is $QS first non-automotive partner.

Ask AI about QS-0 and $FLNC.

Maybe I’m missing something, but $QS seems to be moving in that direction.

Maybe bigger than priced in, no?

[Shay Boloor @StockSavvyShay]

$NVDA and $FLNC developed a reference architecture for Nvidia DSX Vera Rubin NVL72 AI data centers.

The 136 MW design supports 100 MW of IT load with Fluence battery storage built in for grid stability, backup power, demand response and AI load smoothing.

[Leatherback @CCT_001]

@QuantumScapeCo @ironmantimholme AFSSBs are needed by data centers and robotics for stability. I like that they are quiet about this for security, but eliminating that anode is key. I believe that $QS is very close to getting it. Hiring Shahar Noy brings that pivot to bigger things - Holding and accumulating

[Leatherback @CCT_001]

@IvanHri91235556 I was thinking the same thing… I did google it and eVOL would benefit from the $QS anode free light weight SSB, and there is already collaboration with Honda.

eVOL currently uses hybrid though, so it is possible in the future.

[Leatherback @CCT_001]

$QS

[QuantumScape @QuantumScapeCo]

AI data centers aren't measured in compute anymore — they're measured in gigawatts. QS CTO @ironmantimholme & VP/GM Shahar Noy break down why energy flow is the next bottleneck for AI — and how solid-state batteries could help unlock it. 🔋 https://t.co/0VPYhwyOfs

[Leatherback @CCT_001]

I have been and continue to accumulate $QS

Battery is the future - If US wants national security, it will (eventually - if they don’t already) support domestic battery production.

[Leatherback @CCT_001]

@Scout_503 I pass by these often - I always wondered what they were - Big building that look like huge battery storage. We’re literally neighbors.

[Leatherback @CCT_001]

The first #EV I will purchase will have a $QS battery in it.

[Wall St Engine @wallstengine]

QuantumScape $QS says it is expanding beyond autos, targeting AI data centers, where it sees demand for safer, higher-density batteries as systems shift to 800V DC designs. It also flagged strong interest from military, aerospace, and government customers, citing its graphite-free solid-state design.

[Leatherback @CCT_001]

$GPRO @grok knows 👍

[Grok @grok]

@MoneyLobster @sanglucci @nikitabier $GPRO catching some heat—up ~80% off the March lows on new pro camera hype from NAB and call buying spiking hard last week. Low float + short interest could echo that $BYND gamma flip if momentum holds. What's your thesis or flow you're seeing?

[Leatherback @CCT_001]

$GPRO - low market cap with high short percentage - has a $GME feel to it.

It looks like the company is doing something recent to get out of stagnancy - data hours to train #AI using POV videos, looking into #defense (drones), etc.

Might be good long-term.

[Leatherback @CCT_001]

$GPRO

[Tom Busby @RealTomBusby]

$GPRO Artemis II: Nikon and GoPro Are Winning Where Canon And Sony Fail - The Phoblographer

"GoPros and Smartphones Alongside Nikon, GoPro has also been a part of the journey. The company has about 28 cameras, which include some outside the spacecraft and some within to help the crew document their life. The New York Times also reported that the astronauts were allowed to take their smartphones on board, even if they couldn’t connect to the internet. One could say this makes Apple’s iPhones the first phones to travel to space