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Donald Dean

Economist & Technical Analyst, Fibonacci/Gamma Trading

9 Sep, 23:27Latest

QuantumScape's chart is coiling into a tight wedge, with consolidation nearly complete and $5.00 acting as a local bottom. That level has been strong support on the longer chart, apart from mid-2025. The gamma map shows a $6 ceiling for the next four weeks, while most options sit around $7 for calls and $5.50 for puts, setting up a potential opportunity. QuantumScape itself is pushing its solid-state technology beyond autos into aviation, robotics and defense, which it pegs as a $75B market. x.com

23 Jul, 14:32

QuantumScape's long-term thesis is intact despite its post-earnings drop, as it becomes an AI power story with solid-state batteries for grid-constrained and backup power. The drop came after Volkswagen's battery arm cut what it may pay from $131M to $75M, and a gap fill toward $4.70-$5.31 is possible. It still has the best solid-state batteries, Honda and VW partnerships, a Fluence tie-up and Corning and Murata in manufacturing; billings of $21.8M through Q2 already beat all of last year. x.com

Kevin Xu

Founder of AfterHour, CEO of Alpha

12 May

QuantumScape is a highly speculative bet that this week's 13F filings reveal hedge funds loading up, after Renaissance, Vanguard and BlackRock raised stakes in Q4. It trades at a $5B valuation with $1B of cash and 20% short interest, as volume and call open interest climb. A solid-state battery leader with patents, it has expanded beyond EVs to AI data centers and defense and switched to licensing. The risk: solid-state batteries have been "almost here" for 5+ years and remain at pilot scale. … Show more

Staudinger

PhD Engineer, Former MIT Research Fellow, Space & Emerging-Tech Investor

8 Oct

QuantumScape's diversification into data-center energy storage supports accumulating now, ahead of a likely 2027 takeoff. It introduced the QS PowerBlock for AI data centers, claiming 4x the power density and 5x the runtime of current industry standards. The stock keeps getting pummeled along with most high-beta names, but its time will come. x.com

Dr J Rould

Full-Time Tech Investor, Quantum/Cybersecurity, Philosophy Background

13 May

QuantumScape has enormous potential but still a lot to prove, and at a $5B market cap much of the hype is priced in. It never retested $5 and powered through expected resistance near $7.80, so it is a pass for now, despite real long-term potential if the company executes. x.com

Dr J Rould

Full-Time Tech Investor, Quantum/Cybersecurity, Philosophy Background

28 Sep

EOSE

Eos Energy Enterprises ranks ahead of QuantumScape because its real deal with Google lends it far more legitimacy than the last time the stock traded at this price. Many promising energy-tech companies have not proven their technology commercially at scale; a few will become large multibaggers while more will fail, so a Google deal is a meaningful catalyst. Whether management can execute, after a poor record, remains the key question. x.com x.com x.com

Burak Finance

Head of Analytics, Growth Investor, PLTR/NBIS/RKLB

14 May

QuantumScape is drawing heavy institutional buying, a bullish signal for the stock. x.com

DVB

Deep-Value Investor, Ex-Tech Executive, Agentic Equity Research Builder

28 Jun

QuantumScape is a poor business, with heavy dilution and self-enriching executives, a clear sign that executive pay is the only way left to make money in a high-capex, low-margin battery business. x.com

Finn Stockinger

Equity Analyst & Investor, Technology Research

21 Jun

QuantumScape has a second growth leg the market is not pricing: battery-in-rack backup for AI data centers. Its non-combustible ceramic separator lets cells sit inside server racks, buffering millisecond power spikes faster than external UPS systems as racks pass 100 kW. In EVs, Honda signed a development deal after validating hardware. A hyperscaler design win would re-rate it as AI infrastructure. It has $904M of liquidity, but is pre-revenue and depends on scaling its Cobra process reliably. … Show more

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