QuantumScape Corporation QS

Question ??? If they have been working on cobra for over 2 years and it goes into full production 10 weeks ago how long does it take to make a battery ??

At this run rate they can power 2 vehicles a year !

Power co will not mention quantum scape. They don’t talk about QS ever they talk about batteries innovation, but they don’t talk about quantum scape because they own the licensing as far as they’re concerned it’s theirs not QS. Thanks to Siva Nothing to see here I mean, what is it now 10 weeks since cobra and it hasn’t produced one battery

$QS And another reason QS leadership will be tight lipped about what’s happening is due to their loss of a class action lawsuit back in 2020 where they overstated their product and product readiness. They are not going to tell you anything they don’t have solidly in their rear view mirror. You will not get a bunch of communication from them.

$QS Sadly, I don’t see any OEM announcing they have a relationship with QS until they are introducing a vehicle and maybe not even then. Auto OEM’s hold their technical advances close to the chest until they can do a big splash. QS currently has no brand recognition bc they have no batteries in production. That’s a risk for any OEM so there is no upside to announce with QS. Ford had partnered with SLDP and now it looks like they have pulled back from them (sale of all of its equity stake) which doesn’t look good for Ford. So, if Ford is the second OEM, Ford will not announce anything.

Sorry folks but if you are expecting some big splashy announcement from QS, don’t hold your breath. I would focus on delivery of B1 samples to OEMs from the Cobra line, a second JDA with another Auto OEM, or a new commercial commitment with another OEM. If you see any of those things, they are on track.

$QS. I agree the other OEM is Ford. Key facts are just too coincidental.

? Key Timeline: Ford & QuantumScape, July 2025

Date Event
July 18, 2025 Ford executes its Schedule 13G/A, formally divesting its remaining stake in Solid Power.
July 19, 2025 QuantumScape signs the JDA with a new global automotive OEM. This is confirmed by CEO Siva Sivaram during the Q2 earnings call A.
July 22, 2025 Ford’s SEC filing becomes public, revealing its complete exit from Solid Power.
July 23, 2025 QuantumScape holds its Q2 2025 earnings call, announcing the new JDA publicly and confirming it builds on a prior sample relationship A B.
Strategic Implication:

The fact that Ford’s divestiture was executed one day before QS signed the JDA, and that the filing became public one day before QS’s announcement, is more than just poetic timing—it suggests a coordinated strategic pivot. Ford may have exited Solid Power to clear the path for a deeper engagement with QuantumScape, leveraging QS’s licensing model and validated QSE-5 performance.

Toyota has announced there ssb for 2027-2028 and will have very similar volumetric and gravimetric capacities of that of QS. Ford’s announced LFP battery will not compete with both VW and Toyota. If Ford plans to stay and be competitive in the EV space, they will have to have a ssb like QS and SLDP wasn’t getting the job done.

What there is no news ??? Wow ??

What gratis going on They have 2 contracts that have never paid $1 so that’s not a real contract

They have cobra operational since June has not produced 1 battery

They signed a secret jda ??? Fisher ?

They sell 100millikn a year in bonuses

They are the scam scum company of the century

They have smoked retail and made a killing doing it

The shorts are just so worried Zero news and the co founder dumping anther 3.5 million worth of stock

Yeah Their on the verge of something big

2045 maybe if they can get someone to build a factory but wait you have to actually produce a battery first, and then that needs to be tested

Tim Holme just sold another 3.5 million worth the of stock

SPAC scam !!!!

Worst management of any publicly traded company easiest short on the market