NS🔋

Social Pragmatist | Drillbit Speculator | Pro-revolution

[NS🔋 @NeedleStrat]

@TheBigBerbowski Professor Jiang

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@aerotyne_alpha Damn

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@Stvcarell @QuantumScapeCo @ironmantimholme Licensing in general is a longer process. It will come in time.

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@superTV247 Let true fans attend these games instead of people like this who are on their phones the whole time.

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@MattBinder “But the sensors in the ball”

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@fr33d3r Just set aside as much as you’re willing to lose on it and DCA in until end of 2027

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@SpaceInvestor_D $RKLB

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@Lajartinho @MarsSTRonaut @QuantumScapeCo He was

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@JKeynesAlpha @QuantumScapeCo It is obvious - can confirm.

Appreciate these comments @JKeynesAlpha

[NS🔋 @NeedleStrat]

@tournonskiwi @ironmantimholme @QuantumScapeCo Dude things are literally better than ever I cannot imagine selling all my shares rn.

[NS🔋 @NeedleStrat]

@eeecapSistaken @FIREDUpWealth I hear you but it was never my expectation to get those updates until late H2.

I am quite pleased with progress and think the late Q3 and Q4 window will be really important.

Good things take time - I will let you know when I get worried, but it’s not now.

[NS🔋 @NeedleStrat]

@FIREDUpWealth Lots of $QS doomerism today.

In short, important to note the following:

1) Reiterating my projection of revenue milestones in late H2 2026

2) Large-scale ramp-up through 2028/2030

3) Adjacency expansion through 2035

This was never a quick hit play. Thesis is STILL in tact.

[NS🔋 @NeedleStrat]

@FIREDUpWealth Lots of $QS doomerism today.

In short, important to note the following:

1) Reiterating my projection of revenue milestones in late H2 2026

2) Large-scale ramp-up through 2028/2030

3) Adjacency expansion through 2035

This was never a quick hit play. Thesis is STILL in tact.

[NS🔋 @NeedleStrat]

I’ll be brief here (I could go on an on), but essentially, I believe $QS is the frontrunner for the next generation of battery technology (and even though they say primarily EV batteries, the reality is they are positioned to win across verticals, including eVTOL, stationary BESS, robotics, consumer electronics, sensors,and others if they can commercialize at scale).

I think the market is way behind on this one because of the SPAC bust a few years ago, but it’s undeniable that batteries are going to explode in demand over the next decade (they are in everything). Solid State batteries are a no compromise solution, meaning they are better than current tech in just about every way with no compromises on any performance KPIs (range, safety, lifespan, etc.)

Plus, they are capital light (much like $ARM) and will make money through licensing and royalties. They are well funded through 2029 with no debt and already have significant partnerships in place, with several more rumored (some of which are very significant).

It’s fair to say that lots of competitive battery tech exists, but solid state is the best, and $QS has the best tech and IP in the space. New lithium ion batteries are great, but only reach near-parity on certain KPIs with solid state, and we are talking about a prototype battery with world class innovators on the team. Silicon anode is exciting and will take some share, but solid state beats that, too. Fuel cell won’t get there soon, either.

Their board is excellent, as well (one of them is a Tesla co-founder), and with COBRA (a new manufacturing development they unveiled in July), and the hiring of Siva, we have clearly entered the commercialization stage of the company after 14 years of R&D.

I’ve seen DCF models suggesting they are trading at 0.4x 2030 sales (which I am moderately skeptical of, but still points to how undervalued I think they are). At ~7B market cap compared to a company like CATL (different business model; inferior tech) at ~150B, it seems like this company has a ton of room to grow, especially since retail has yet to arrive on the scene.

It’s one of my higher conviction plays. There are definitely ways it could go wrong, buy I really believe in this company. Plus, I talked to people in the know in my consulting firm a few years ago, and this was the first company they mentioned after saying that solid state is the holy grail.

As always, DYOR. Lmk what you think.

$QS

[NS🔋 @NeedleStrat]

@aerotyne_alpha 😂

[NS🔋 @NeedleStrat]

@SleepwellCap 🐐

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@lynk0x The problem with that is it’s not sustainable.

[NS🔋 @NeedleStrat]

@GBarca_ He could win 5 and people would still doubt.

[NS🔋 @NeedleStrat]

@BullRush__ @Lajartinho I added mine back also for a dollar cheaper. Life is good.

[NS🔋 @NeedleStrat]

@tournonskiwi If this thing ever drops below $4 again, there will be no shares left for any of you. I will buy them all.

[NS🔋 @NeedleStrat]

@BullRush__ @Defiantclient2 @QuantumScapeCo @ironmantimholme @DucatiMotor Will be adding them back this week for a reduced price :)

[NS🔋 @NeedleStrat]

@BullRush__ @Defiantclient2 @QuantumScapeCo @ironmantimholme @DucatiMotor (My trim was tiny and I remain uber confident)