QuantumScape Corporation QS

Silence ? They have achieved NOTHING in over 70 days nOTHInG Are even going to work ??

$QS Why I think its Ford as the second OEM:

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.
July 22, 2025 Ford’s SEC filing becomes public, revealing its complete exit of equity stake 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.
Coincidence?

Ford is licensing its LFP battery from CATL so they are accustomed to licensing battery technology.

Back to silence So predictable!!!

$QS. This is why I think the second OEM is Ford. Ford will be using a LFP battery in their Model T moment. Here is a comparison of QS battery as tested by PowerCo against SK’s LFP battery

Here’s a direct comparison between QuantumScape’s QSE-5 solid-state cell (validated by PowerCo) and SK’s LFP cells, based on publicly available specs:

QuantumScape’s QSE-5 crushes LFP on energy density—nearly double the Wh/kg and 2× the Wh/L, which translates to lighter, more compact packs.

You can’t deny $QS has a superior battery. In addition, the $QS battery has a superior thermal runaway temperature of 600°C vs 250°C for LFP

Back to seven for the SPAC scam where it will sit the probably drop to 6 until management gives an update they are so clueless It’s absolutely insane. I mean any sort of news to help support the stock would constantly allow it to pick up, but they’d clowns are the easiest people to short because they are so clueless stay short.

Only 8 weeks for an update in their secret contracts and non usable cobra and secret jda

Can’t wait for the secret updates in another 2 months ??

Sept 9th ??? these clowns won’t say anything before that during or after maybe Jan 2026

J spot on what shows they have nobody nobody willing to step up and sign their name on the dotted line because they do not have a viable product. They have not shipped a sample B battery no OEM will put pen of paper but if you research every OEM out there you will find out that they’ve invested billions with either CATL Panasonic, and a few others because they have proven their technology

QS has VW VW is in as you clearly pointed out as they took an investment in quantum scape early on so it’s worth their wild to slowly keep going, but they have not paid anything out of their 260 million contracts so they still are not sold on it

Simply put why has QS not made or shipped 1 battery from their Cobra facility?? It’s a year of testing once they do so they are now looking at 2027

$QS. The OEMs are secret for a couple reasons. 1. The $QS battery hasn’t been manufactured for anyone yet. That is the bleeding edge and no OEM wants to be on the bleeding edge. The $QS battery can still fail and no one wants to be identified with a stumble. Just because someone has signed a JDA, they haven’t contracted for the battery yet. 2. OEMs protect and often leverage their brand. OEM sometimes take an equity stake before they announce a partnership so they can benefit from the bounce the supplier would get from their brand. If they have no stake, why stick your name and reputation out there. 3. $QS is at least a tier 2 supplier. There is no consideration between $QS and the OEM. The OEM is buying from a battery supplier, not $QS. Again back to protecting their brand.

When I was a younger man, I was a buyer for GM Onstar when GM was introducing it as an installed feature on new vehicles. We had an agreement with the company that created the voice recognition software. Voice recognition was brand new at the time. We put a publicity prohibition on the supplier from announcing our relationship until we got something for it. And they could only announce it when we told them they could.

Since this is new tech would be a competitive advantage, the OEMs will hold their cards very close to their chest until they are assured it would actually happen.

$QS PowerCo is responsible for providing B1 Samples to VW. PowerCo is the tier 1 supplier to VW so they hold the obligations related to the parts they will provide. I think that is why QS is struggling to determine what they will call the first $10 million coming from PowerCo this quarter and not classify it as revenue. I’m not even sure if QS is considered a tier 2 supplier bc they are not really providing any tangible parts to PowerCo, just a license grant for product design and process. At least in production. I’m sure that’s why a PowerCo team is onsite at QS, building B1 samples. I don’t expect QS will receive any payment from an OEM directly either.

I’ll be interested to see if we even hear if C samples have been delivered to VW. PowerCo will solely be responsible for delivering C samples and I expect that VW will want to keep that on the down low bc they don’t want PowerCo to steal their thunder when the new batteries are introduced. VW will want to make a big splash about the extended range, reduced charging time, and safety. I would expect they would want to do it at an Auto Show somewhere like Munich in Sept 2026. Probably in either ID.7 or Audi vehicles.

This will be the same for any OEMs. It will be all-of-a-sudden $QS is generating revenue. But who knows.

Bottom line, there is going to be a lot of volatility in the $QS stock price for probably another year. The shorts will keep saying “QS sucks” and “They don’t generate any revenue” and “The management sucks.” And QS will continue to build a better battery. We need to temper our “instant gratification” urges because this will take another year. You will be rewarded for your patience. Set it and forget it.

Cheers!