spectrumsurfer

[Kevin Chen @Defiantclient2]

$QS: The @QuantumScapeCo LinkedIn always does a better job than their X account

[Chan2Pa @chan2pa]

🔋 What's the issue?

▫️ $QS said specific QSDC/QSAS milestones announced soon

▫️ MotoE pay deal was removed, NOT necessarily Ducati field tests

▫️ EagleLine hit Q2 ramp targets. Expecting full scalability proof in Q2 was impossible. Everything else is noise except scalability.

[Kevin Chen @Defiantclient2]

$QS: They say nothing dictates sentiment like price.

I came away quite bullish on the @QuantumScapeCo Q2 2026 update.

Let’s see a green close by end of day tomorrow. 🙏

[St🅾️ckBender 🛰️🅰️🔋💊⚛️🚀 @Lajartinho]

$QS

🔸Announced multi-year partnership with Honda (its 4th Top-10 OEM); amended Volkswagen PowerCo milestones/payments; shipped cells to an additional automotive OEM

🔸 Launched three business verticals: QSEV (EVs), QSDC (AI data centers), QSAS (aerospace & defense); shipped QSE-5 cells to a major U.S. defense prime

🔸 Eagle Line pilot: core tools >90% uptime; aims to double cell output in 2H'26

🔸 Cobra separator process demonstrated larger-area separators for higher-capacity cells (with Murata & Corning)

[Tut C🅰️pital @kingtutcap]

$QS entering the defense space..

[Chan2Pa @chan2pa]

🎙 $QS 2Q Letter to Shareholders

▫️Core tools are showing uptime greater than 90%

▫️Demonstrated that our Cobra process can produce larger-area separators

▫️Customer billings in Q2 were $10.8M

[QuantumScape @QuantumScapeCo]

Q2 Recap: We announced a joint research agreement with Honda R&D, advanced our Cobra separator process, and continued ramping Eagle Line production – all while pushing into new high-value markets like AI data centers and aerospace/defense.

Read our SHL: https://t.co/yJe9NhZrdX

[InsightAnalytics.io @itsinsightio]

QuantumScape Corporation - Q2 FY2026 Earnings
$QS 📉 -6.6% AH

EPS: -$0.16 vs -$0.20 Q2 FY25

Key Highlights:
• Announced multi-year partnership with Honda to advance solid-state lithium-metal battery technology for automotive and other applications
• Established three business verticals: QSEV (EVs), QSDC (AI data centers), and QSAS (aerospace and defense); shipped QSE-5 cells to a major American defense prime
• Lowered full-year 2026 capex guidance to $27M–$37M, reflecting capital discipline and project cost savings

[Levi @Levi2v2y]

$BATL bull thesis 🔥
Debt reduction + higher production + rising oil prices + low float creates a potential squeeze setup.
Bulls believe the company could move from turnaround story to debt-free oil producer. 🚀

[The Iranian Letter @TheIranianzg3z]

BREAKING: Iran has fired back at President Trump’s latest ultimatum, warning that any U.S. strike on Iranian infrastructure will be met with immediate retaliation across the region.

Responding to Trump’s threat to destroy one Iranian bridge or power plant after any attack on shipping in the Strait of Hormuz, an Iranian military source told Tasnim that Tehran would respond by targeting regional infrastructure, bridges, and energy facilities where the United States has interests.

The source added that the United States should already understand Iran’s willingness to strike strategic targets, warning that any new military gamble by Trump would end in “another humiliation” for Washington.

[Chan2Pa @chan2pa]

🔜 $QS 2Q earnings call preview

🎯 Expected Updates
▫️Eagle Line ramp-up
▫️Higher customer billings
▫️Field-test timeline

🚀 My Potential Topics
▫️ Automotive OEM technology transfer plans
▫️ Data center partnership

$QS

[☔ @Whotfismick]

"If a child gets punished for telling the truth, they will start to lie"

[Andrew O'Connell, CFA, FRM @realpristinecap]

CANNABIS RESCHEDULING EVENT TIMELINE $MSOS

The earliest the rule could realistically take effect is late 2026, with the exact timing depending entirely on how fast the judge and the DEA Administrator complete their reviews 👇

[Mike Hunt @bluedaffodilly]

$QS

AND hundreds of thousands searching X for $QS related info… knowing tonight is the big one! Dreams and anticipation of the future . Buying a new house, car, paying off the ex wife …..

All shall be revealed after the bell

Hello $QS followers (must charge my battery )

[Watcher.Guru @WatcherGuru]

JUST IN: 🇫🇷 France bans social media for children under the age of 15.

[Barchart @Barchart]

Crude Oil jumps to highest price in more than 5 weeks 📈 📈

[William Jonathan @WJonathan1267]

Massachusetts Commission Rejects Challenge to Marijuana Legalization Repeal Initiative, Keeping Measure on November Ballot https://t.co/UkWecJkBe1

[JustDario @DarioCpx]

The price of diesel might start going vertical if this last resistance is broken - just a FYI

[William Jonathan @WJonathan1267]

U.S. Congress: Republicans to File Bill to Deschedule Marijuana Nationwide https://t.co/aG1Hv2WUEJ

[Trading Markets @tmgpi]

$OIL ripping towards 90s....and with no news...