Daz Hawk

@TeddyPublishing RC already told you - decades!

When win? $BBBYQ

@Lightbring33r So good. I still can't believe there are still people out there who found a way to convince themselves to trust AA after he continues to sh*t on his shareholders time and time again. It's been sad to watch

that's it. the little hope I had for $AMC is now gone😂

@MarsSTRonaut Shhhh. Allow me to keep building my stack at these sub $10 levels until at least the end of 2026.

Why $QS retail investors are selling a $55 dollar stock for $7.62 This is a good entry point. The retail market is currently dumping QuantumScape $QS in the $7.60 to $8.00 range because they are completely misinterpreting the company's structural evolution. They view it exclusively as a struggling, delayed consumer electric vehicle (EV) battery supplier. While asserting an immediate $55 intrinsic value right now ignores the reality of their pre-commercial phase and current production optimization challenges, the core premise is correct: retail is leaving massive potential on the table because they fundamentally do not understand the underlying technology or its new market applications. Retail is selling an EV stock, completely missing the massive strategic pivot announced in the spring of 2026. QuantumScape is no longer solely tethered to the slow automotive validation cycle; they are actively positioning their high-performance solid-state design to address the explosive energy demands of AI data centers. The technology provides safer, significantly denser power capable of sitting directly inside server racks. This pivot is already bearing fruit, as the company reported its first-ever customer billings of $11 million from ecosystem partners in Q1 2026. Retail assumes the hardware is still just theoretical lab data. In reality, QuantumScape inaugurated its "Eagle Line" pilot production facility in early 2026. They are actively producing near-production QSE-5 B-sample cells, which have demonstrated improved energy density and cycle life, and are already shipping them to automotive partners for rigorous testing. While retail panics over standard EV headwinds, QuantumScape is quietly securing global commercial architecture. Beyond their licensing shift with Volkswagen's PowerCo, they just announced a major joint research agreement with Honda R&D Co. in June 2026. They now have active engagements with four of the top 10 global automakers. The executive structure is aggressively shifting away from pure automotive integration and toward grid-level and defense technology. In early 2026, $QS added Tesla co-founder JB Straubel to its Strategic Advisory Board. More tellingly, they appointed former U.S. Air Force Chief Scientist Dr. Mark Maybury and defense executive Ross Niebergall to their advisory and directorial boards. This signals a calculated move into national security and defense applications, completely independent of commercial EV timelines. Retail is pricing in standard lithium-ion manufacturing delays; institutional capital is tracking the deployment of a foundational energy storage platform. $QS #QuantumScape #SolidStateBatteries #DeepTech #ArtificialIntelligence #EnergyStorage

@Jackkk So Papa John's changed people's lives? I guess he didn't clarify if it was for the better or worse.

Shaquille O'Neal shares the investing advice he got from Jeff Bezos that made him millions “I used to go to all these conferences cause I wanted to feel smart. You want to be smart, hang around smart people” “This was when Jeff Bezos, years before he created Amazon, he said, ‘You invest in things that's going to change people's lives’” “At that point, I was investing in ghetto stuff and crazy stuff and was losing. I was trying to get rich quick” “He said you invest in things going to change people's lives. So Ring was the first one…”

@EthanJonesGolf We always called it "trying to skip a rock across the pond" which is a real world example we can all relate to that we've all actually done.

Serve the spaghetti to shallow out your golf swing 🤙

@BedBathandNDA Created account April 2026. How cute. Now fook off!

This is the last weekend where things are the way they are. Don’t take that for granted. $BBBYQ $GME

@PSInvestor Just for clarity, Honda signed a JRA not a JDA. If all goes well. Conservative estimates place a JDA at 18-36 months and most aggressive could come 12-18 months.

I have been accumulating $QS since the start of 2025, so it is a little funny watching X only now wake up to it on the $QS X $HMC Honda news. Fine by me. The Tim Holme and Shahar Noy conversation is the clearest sign yet that the thesis just grew a second leg. Starting with what X is catching up to. $HMC R&D did not put out a press release, it signed a joint development agreement, and only after one of the most rigorous evaluations $QS has run. Atsushi Ogawa, COO at $HMC Honda R&D, said $QS technology "demonstrated compelling and unique advantages during our evaluation." That is a blue chip OEM putting its name down after looking under the hood. For years $QS was a single-track bet. Solid-state for EVs, with $VWA.NE and PowerCo as the anchor. That track is still there. What changed is a credible second front in AI data centers, and the framing is sharp. In the AI buildout, power is the bottleneck, not silicon. Energy density and safety per square millimeter is what data center architects will pay for. That is why the Shahar Noy hire matters more than a normal executive add. Thirty years in tech, twenty-five in semiconductors, ten building data center systems across $AVGO, $SNDK and $MRVL. That is not a marketing hire. That is someone who knows how a rack is built, how hyperscalers buy, and where the pain lives. Bringing him in says $QS wants to commercialize this beyond a slide. The math they walked through is hard to ignore, and to be clear these are projections from the conversation, not settled facts. A GPU pulls roughly 3x the power of a CPU, racks are getting about 3x denser, and you scale that across a cluster. The result is on the order of 50x more power demand in the AI era versus cloud compute. Within five years, GPUs up around 5x and racks up around 8x. Hundreds of megawatts to gigawatts per site, and grid supply catches up slowly. The pipe between the grid and the GPU is where the gap sits, and almost no one is talking about it. $QS sits in that gap three ways, all leaning on real attributes of the cell, not promises. Delivery at 800V, already shown through the PowerCo and Ducati work. Storage at higher watt-hours per liter, which gives architects more room to pack GPUs into the same footprint. And buffer use, where the cell acts as a fast discharge layer that smooths spiky AI workloads so GPU utilization stays near peak. Safety is the quiet part of the bull case. A solid-state cell with a non-combustible ceramic separator is a very different risk conversation inside a 24/7 hyperscale building than lithium ion. As distribution moves to 800V, the risk profile moves further into the facility, and that favors cells that do not go thermal. The supply chain behind the hardest part is lining up too. The ceramic separator has always been the choke point in solid-state, and $QS now has Murata and $GLW helping scale it. Two manufacturing heavyweights standing behind the separator is how a licensed recipe turns into real volume. What I like is that this expands the market without abandoning EV. Same cell, same chemistry, different end market, faster procurement cycle. Hyperscalers are writing close to $1 trillion in AI capex this year. If even a sliver routes into advanced battery buffers and backup units, the optionality is real. I am not pretending the work is done. Actual data center contracts, named hyperscaler partners, and volume all still have to be earned, and the PowerCo ramp is still the anchor for commercial credibility. But the positioning is sharper than it has been in a long time, and the hire backs it up. And I do not think $HMC Honda is the last OEM to convert. A Nissan $NSANY corporate executive sat in $QS's Kyoto symposium last November, alongside $HMC Honda and a Murata EVP, the same room as $HMC Honda before $HMC signed. I think $NSANY Nissan is next on the board. Bullish, and no longer the single-track kind. $QS is solid-state aimed at two of the largest capex cycles of this decade. I am sitting back on the position and building the next one daily. Which runs first, the next OEM or the first data center design win? It's not a sprint, it's a marathon.

@magsonthemoon @beautifuldetaiI @PhantomBlack699 @MindandEmotion7 @jake2b As if we didn't learn about his integrity years ago. It started for me with $10,000 Ploot donation that he gambled away on options play instead of its intended legal representation purposes

@PhantomBlack699 @MindandEmotion7 @jake2b Exactly. A mature adult would apologize for ripping off someone else’s work for clicks, not criticize them and throw them under the bus. Very low integrity behavior.

@quinnoutlook If you're patient (think 2030) it will be much more than that.

目前 $QS 手握大众和本田，以及两家top10车企的JDA，已经处于商业大规模变现的前夜，但愿这个可以成为我的第一个十倍股。

@b_co_co Guess he should have waited another 1.5 years to retire.

My neighbor maxed out his 401k for 20 years. Balance: $1.4 million. He retired at 58. Now he can't touch most of it without a 10% penalty until 59½. He's a millionaire who has to budget like he's broke for 18 months…

@ryanmouquegolf So true. I remember playing with a local pro last year and I asked what he hit on a Par 3. He said "that was a 3-finger 7-iron." I had absolutely no idea what that meant until I asked him.

Here’s what you should be looking out for if you ever get the chance to play with a pro or a really good player who is off a plus handicap

@sridhar_kondoji @BatteryBoy507 I bought 20 Jan28 $10 contracts last month for $3.30.

@BatteryBoy507 What premium you paid for 2028 $10 leaps?

$QS They’re flat out stating in job listings to prepare for 3-5 commercial licensing transfer agreements… If that’s not comically bullish to your you’re just not built for this. Holding my 2028 $10 leaps and nobody is going to take them from me under $50.

@TedPillows If only their soccer team could send a few towards New Zealand's net

❗️🇮🇷 Iran has fired warning shots at a vessel in the Strait of Hormuz.

@Defiantclient2 @BullRush__ @QuantumScapeCo I don't see any mention of $QS in his quote...

$QS $VW: 🚨Volkswagen Sales Chief, Martin Sander, suggests plan to sell a limited number of luxury EVs with @QuantumScapeCo batteries "very soon" with mass production of affordable vehicles by the beginning of the next decade (2030). 👀 Volkswagen also plans to offer electric cars with extremely short charging times for the mass market. However, the company is taking its time, especially compared to Chinese electric car manufacturers. According to brand CEO Martin Sander, this is not expected until the early 2030s. “We can already do that in the lab,” said VW sales chief Martin Sander on the t-online podcast “ Vorangedacht ” (Thinking Ahead). “We will be able to do it very soon, but at a very high price for a very exclusive number of customers.” The company’s goal is to provide affordable vehicles for many customers. Therefore, charging from 10 to 80 percent in five minutes will likely take some time. h/t: u/Ajaq007 on the QS Weekly Lounge ecomento.de/2026/06/15/vw-…

@PhantomBlack699 I guarantee this will be @magsonthemoon after we finally get paid. 😆

If you're having a bad day maybe this will cheer you up ☠️

@BullRush__ I did the same last month, bought 20 contracts at $3.35. Just a nice little bonus to my stack of shares.

Added more $QS Jan 2028 $10 strike LEAPS at $2.84. Sticking to the exact same strategy. Honestly can't understand how the market is pricing them this low right now. Don't sleep on historical seasonality. Look at the massive peaks around July 18th over the last 3 years : 🔹2023: +146.93% 🔹2024: +36.42% 🔹2025: +164.26% This year, Ducati's 100th anniversary in early July could serve as a massive catalyst, potentially bringing crucial updates on the Ducati V21L field testing. Positioned for the long game.

@allencpa @ironmantimholme Doesn't bother me one bit. I am a Iong term investor who is thrilled that I continue to get the opportunity each month to load up more shares at these prices until we are finally ready to take off once and for all. I don't expect much until 2028, anything earlier is a bonus.

$qs @ironmantimholme Hey Tim, Elon has no issue promoting his company. Make more announcements to support the shareholders! When will we hear about the Ducati testing. What about the output of the pilot line. Timing on next steps. Let’s go!

@BedBathandNDA Account opened April 2026. Get lost and keep our cancelled shares out of your mouth.

THIS is the last weekend where things are the way they are. Don't take that for granted. $BBBYQ

@MidwestGolfJake You get what you pay for Jake. It's like getting upset that there's riff-raff when you made the decision to shop at Walmart

We've been waiting on this group today. The last hole one of my playing partners said something. Two of the 3 got mad. The maddest guy is wearing a T-shirt and gym shorts. The 2nd maddest guy is wearing his polo untucked. Draw what conclusions you will from this.

@getnickwright @WhatsWrightShow I don't know how you manage to look more homeless with each post.

Today’s @WhatsWrightShow (at our new time throughout the World Cup!) is LIVE on YouTube discussing the insanity that was Game 4 of the Finals. Every angle, historical comp, hero & big moment. Link in replies.