We gave you $RIOT on Sunday, we told you when to sell for 15% profit. It hit the PT TEN times on Monday. What else is there left to say? $KDMA and $AMDA in HUGE profits
Oh, we said we’d have a call for you, so here it goes. Extremely bullish on this one. PT: $365. You ready?
I think $QS is about the be the next 10 bagger. In one year. Execution matters. Sizing up. QS has the most intriguing combination of Board of Directors, Team, and Stakeholders of any company I have come across.
QuantumScape is not the meme stock you think it is, just because it has Quantum in its name. Its moat and its team are signaling to me that the full stack is coming.
Here is the thesis:
1. Volkswagen owns about 11% of QS. They have a partnership with PowerCo, and this is signaling momentum outside of just automotive batteries (e.g., data centers, drones, robotics, and defense).
2. JB Straubel (Tesla Co-Founder) is on the Board of Directors.
3. In March, Ross Niebergall (ex-Aerojet Rocketdyne President, ex-L3Harris CTO) also joined the Board and he has a Defense and Aerospace background. I think this is going to lend a good idea as to who QS is targeting for customers.
4. Dr. Siva Sivaram, the current President and CEO, is ex-Intel $INTC and Western Digital $WD. He has deep expertise in scaling complex semiconductor manufacturing (NAND flash, 3D NAND, etc.) from lab to high-volume global production - and he did this prior to the acquisition of $SNDK SanDisk.
So, what exactly is the moat?
QuantumScape’s anode-free lithium-metal and solid ceramic separator delivers higher energy density, 15-min charging, and top-tier safety (non-flammable, no dendrite risk). This is essentially the holy grail of battery technology.
They have a proprietary process called the "Cobra" process, as well as an "Eagle Line" pilot which is now shipping samples. It is a capital-light licensing model.
QuantumScape is now aggressively entering AI data centers (superior safety makes it ideal for in-rack storage).
The company is about to make a strong push into defense, aerospace, drones & robotics, and the most important of them all: AI factories.
The superior safety and energy density solves critical problems where traditional lithium-ion is too risky for in-rack energy storage. Dr. Siva Sivaram, CEO of QuantumScape, highlighted 800V DC architectures as a “natural fit”, enabling higher compute density in AI factories. This is a massive new TAM.
What comes after this drop will be one of the most epic bull runs of your life (actually THE). Market parabolic for years. Ai Revolution. I believe AI will (and has proven to) move in more parabolic forms than other tech EVER.
Now i am not an engineer. I have done my research
Oh shit, there’s an angle I didn’t think of. In 6 months, we’ll probably stop needing healthcare. Then my top pick can really explode, becoming a 10x large cap value in 5 years. Only a 4.5x so far
The market acts like people don’t need healthcare anymore.
$OSCR, the disruptor, is trading at 8 times 2027 earnings.
$UNH, the market leader, is trading at 13 times earnings on 10-15% annual earnings growth projection.
Unless we miraculously stop needing healthcare, these should perform very well from here.
@HarmonDann19141@WealthCoachMak 800k
+ he has the risk of assignment at the worst time. Usually, you aren’t assigned. Only when you wouldn’t want to be.
11
We join spokes together in a wheel, but it is the center hole that makes the wagon move.
We shape clay into a pot, but it is the inside that holds whatever we want.
We hammer wood for a house, but it is the inner space that makes it livable.
We gave you $RIOT on Sunday, we told you when to sell for 15% profit. It hit the PT TEN times on Monday. What else is there left to say? $KDMA and $AMDA in HUGE profits
Oh, we said we’d have a call for you, so here it goes. Extremely bullish on this one. PT: $365. You ready?
All with the fastest available speeds provided by Oracle’s new cloud network (faster than AWS or GCP). iPhone or Android, Windows or Mac, everyone has Zoom installed at this point
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