BullRush

Long $RDDT Market misprices the moat. AI generates content, but can't "vibe code" 15yrs of community . Q4 is elite: • Rev: $726M (+70% YoY) • Net Income: $252M (35% Margin) • Adj. EBITDA: $327M (45% Margin) Trading at ~30x Forward P/E. Deep value for 70% growth. Analysis👇

@cantonmeow Yes, phase 2 of Elliott Wave seems to be coming to an end soon after 4 months of decline, in preparation for wave 3. I’m trying to accumulate at this level but unfortunately I encountering the same problem.

I am interested in getting back into $QS here, but I just don't have enough money to own everything. Damn, 2026-2027 should be a good time.

Fintel's latest statistics actually indicate the Days to Cover is sitting at 10.34, not 5.4. 🤯 With over 84 million shares shorted (17.39% of the free float), as you pointed out, the pressure is intense. If a positive catalyst emerges, short sellers will find it much harder to exit their positions. 👀📈

Institutions are loading up on $QS while short interest surges. It’s a massive tug-of-war. 🥊 With Days to Cover at 5.4, the stage is set for a violent short squeeze if any positive catalyst hits. The spring is coiled. Just waiting for that good news. 📈

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$NRGV just dropped news that makes my thesis even stronger. 🔋 McMurtry BESS acquired — 175MW / 350MWh in ERCOT North, Dallas. This is exactly the recurring revenue stack mechanic I highlighted in my deep dive. Every project added permanently raises the EBITDA floor. McMurtry is the next block: → Lifetime revenues: $350M–$375M+ (same profile as SOSA Texas) → NTP: Q4 2026 | COD: Dec 2027 → High-growth ERCOT North — one of the most attractive US grid markets → Predictable, high-margin cash flows — the exact "Own & Operate" layer the market is mispricing. The portfolio just jumped to 715 MW across owned, under-construction, and operational assets. Three months ago it was 540 MW. The roadmap to 1,500 MW is being executed in real-time. Now, let's do the math on the anomaly: Previous Backlog: $1.3B McMurtry Added: ~$350M New Expected Backlog: ~$1.65B+ At the current market cap of ~$590M, the backlog is now ~2.8x the entire valuation of the company. To put it in context: McMurtry alone adds another ~$10M+ in annual recurring EBITDA once operational, stacked permanently on top of Cross Trails, SOSA, Stoney Creek, and EBOR. $NRGV must continue executing — the thesis lives and dies on delivery. But they keep showing up, and the mix shift is happening right in front of us. x.com/BullRush__/sta…

@doh_in @Defiantclient2 @QuantumScapeCo I think that in the long term being the first to achieve commercial-scale production is not too important because the TAM is important enough to have several players, however it will have to distinguish itself by technical characteristics.

@Defiantclient2 @QuantumScapeCo The second leap of the EV market will hinge on the success of solid-state batteries. I sincerely wish for QS’s success. Yet, no one can predict whether QS or SLDP will be the first to achieve commercial-scale production.

$QS: @QuantumScapeCo is one press release away from more than doubling overnight. There are many milestones to look out for in 2026. Ever since Dr. Siva Sivaram took over as CEO, the company has always met their guidance. ✅

@Defiantclient2 @QuantumScapeCo Yes, the market is digesting the news but is still struggling to price $QS, hence the high volatility. However, the execution quality is solid. The risk/reward asymmetry is excellent. $QS could take off quickly given all the upcoming announcements and the massive TAM

@C1_dF9432 Yes, it's definitely possible. I also highlighted those points during the last earnings call, which shows that Tesla knows the future of batteries is being shaped right now.

@BullRush__ My take for NA JDA potential partners has long been $TSLA first and $F second. With $QS SSB being vastly superior to all alternatives and JB Straubel sitting on the QS BOD, I can't envision a scenario where the top EV maker allows Ford to field a better battery ahead of them.

Who is the mystery North American OEM behind the $QS December 2025 JDA ? Let’s eliminate. Top-10 US automakers by revenue : Ford — GM — Tesla ⚠️ Tesla manufactures its own 4680 cells. Dry electrode process confirmed for large-scale production in Q4 2025. Unlikely to grant an external license. But look closer : — JB Straubel — Tesla co-founder — sits on QS’ board since 2020. He knows every technical milestone firsthand. — Tesla acquired Maxwell Technologies. Dry electrode process. Anode-free expertise. The technical foundation is there. — Tesla’s VP of Engineering said in 2025 : "incremental improvements will keep going." That’s not a no to solid-state. That’s a company keeping its options open. — QS CEO commented on Tesla’s anode-free patents : "Good to see more people coming around to our way of thinking." ⚠️ GM — invested in SES AI. But SES AI is struggling financially. No exclusive solid-state commitment. Could be quietly shopping for an alternative. 🌟That leaves Ford as my primary conviction. — Solid Power / Ford JDA expired Dec 31, 2025. Exactly when QS signed its new JDA. Ford is now solid-state partner free. — Ford cancelled $18B in conventional battery contracts. SK On. LG Energy Solution. Gone. Massive strategic void to fill. — In October 2025 Ford said solid-state was not part of their EV strategy. One month later Solid Power expires. Something changed. My read : Ford. GM and Tesla as wildcards. What’s yours ?

@Stock_Alpha_ai Unfortunately, no specific information has been released regarding the JDA.

@Stock_Alpha_ai No, because $QS clearly announced that it was a top 10 OEM list. In North America, we only have Ford, Tesla, and GM. quantumscape.com/quantumscape-s…

Big day for space tomorrow. Don't miss it.

@gsmferrari Oui c’est sûr après je trouve qu’il est toujours intéressant de connaître l’historique surtout que pour depuis le début du mandat de Trump ça a plutôt bien fonctionné. Mais il est évident que ça va être un coup dur pour l’économie américaine.

@BullRush__ le problème c'est que les datas économiques et l'endettement actuel n'est pas pris en compte dans ce tableau. l'économie américaine va connaître une récession terrible, certainement pire que celle de 2008. Sans parler du pétro dollar qui était le socle des marchés financiers...

si on suit vraiment ce schéma, vous notez le maxi crash qu'on va avoir cet été? 💀💀💀

*TRUMP: HAVE HAD TALKS WITH IRAN REGARDING END TO HOSTILIES

@Defiantclient2 @QuantumScapeCo I'll follow all of this, thanks for sharing. 👀

$QS: 🚨This week from March 23-26 is the International Battery Seminar & Exhibit: internationalbatteryseminar.com/Speaker-Biogra… Here are the @QuantumScapeCo events 👇 March 24, 3:05 PM ET | Kevin Hettrich, CFO, is a panelist for a fireside chat at an Emerging Company Showcase. March 25, 11:35 AM ET | Xiaoyu Wen, Principal Member of Technical Staff, presents: Scaling AI for Solid-State Battery Manufacturing: From Defect Detection to ML Pipelines Next-generation batteries require intelligent, adaptive manufacturing systems to scale ceramic-based architectures and meet demands for high energy density and safety. Innovative developers use AI to optimize processes, enabling high-throughput and predictive analytics. The session will detail how image-based deep learning models detect product defects in ceramic separators. These robust machine learning pipelines are scaled to optimize yields, ensure safety and reliability, and accelerate defect-free solid-state battery manufacturing. March 25, 2:25 PM ET | Matthew Genovese, Director, Full Cell Development, presents: Commercializing Lithium-Metal Battery Technology for Electric-Vehicle Applications The next-generation of energy storage is being driven by breakthrough solid-state battery technology that overcomes the fundamental limitations of conventional lithium-ion batteries, enabling longer range, faster charging, and enhanced safety through advanced ceramic separator technology. The current challenge facing those developing this technology is commercialization at a global scale to meet the massive global battery demand. This presentation addresses the unique commercialization strategies to bring this technology to market. Stay tuned for any potential announcements leading into or out of these events. 👀 For more, visit: reddit.com/r/QUANTUMSCAPE…

@Defiantclient2 I missed this Reddit thread—good catch! That gives us a few more dates to add to the list. Yes, I don't know if we'll get any announcements this week, but it's very important to see $QS very present at these kinds of events. I'm looking forward to reading your post. 👀

@BullRush__ And this week is the International Battery Seminar with lots of $QS presence 👀 I was going to make a reminder summary post tonight. reddit.com/r/QUANTUMSCAPE…

My hypothesis on the Ducati V21L $QS : Test results will drop in September 2026. Here's why. The CEO just said it himself : "The launch at IAA Mobility was just a sneak preview. This year we plan full field testing of the V21L." No date. No details. So here's my read. September 2025 → world premiere at IAA Munich. 980 QSE-5 solid-state cells. A real race bike. Stock jumped +20% that day. September 2026 → IAA Munich is back. QS will have exactly 12 months of real-world data. It's their most natural stage to reveal results. What's being tested between now and then : 🔋 Do 844 Wh/L actually hold on a real circuit ? ⚡ Does 10-80% charge in 12 min work outside a lab ? 🔄 Are 1000+ cycles validated in real conditions ? 🌡️ Does the cell survive -20°C winters AND +45°C summers ? 🏍️ Zero external pressurization — does the ceramic separator hold under race vibrations ? This last one is the real question. No lab can replicate a race bike at 270 km/h. Ceramic separators are fragile by nature. The track will tell us what the lab can’t. If PowerCo validates B1-samples off these results → Possible release of part of the remaining ~$110 million for key milestones. 12 months of a race bike destroying its battery. That’s the most honest stress test solid-state has ever had. What is your opinion ? #Ducati

@Defiantclient2 I didn't know that! Good catch! I just checked and I'll definitely keep an eye on that date, especially since Ducati is celebrating its centenary this year.

@BullRush__ July 3 to 5 is World Ducati Week. That could be the big reveal. youtube.com/watch?v=4qAMpj…

@Defiantclient2 @QuantumScapeCo @DucatiMotor I'm hyped to see the results of the Ducati V21L tests !!!

$QS: 🚨NEW UPDATE BY @QuantumScapeCo CEO DR. SIVA SIVARAM The entire blog/video is worth a read/watch, but here are my highlights: + Full field testing of the @DucatiMotor V21L racebike anticipated this year + Working closely with top-10 global automakers in Europe, North America and Japan. This is the first time I've seen them confirm that one of the new JDAs is with a North American OEM. Who is it? @Ford, @Tesla? + Revelation that QSE-5 is already being tested in drones carrying commercially relevant payloads!! The drone looks very similar to the one shown in the new @Corning webpage. + "Drones and defense aerospace are major growth markets for our high-performance solid-state battery. In addition to our safer solid-state design, our technology offers a unique advantage. Conventional lithium-ion batteries use graphite that is almost exclusively Chinese, and for defense customers, that’s a major pain point. Our technology is graphite-free." Finally said the quiet part out loud! Makes the new board hire all the more interesting. 👀 + "Autos and drones are just the start: As we move into new market segments, such as AI data center power solutions and robotics, we believe that our differentiated technology also delivers value for these emerging applications. For example, the superior safety of our solid-state design lets us serve markets where lithium-ion remains too risky, like in the racks of a multi-billion-dollar data center." + Compared the licensing model to the semiconductor industry, already proven by ASML, TSMC, and Nvidia. + "Going forward, we will continue to add to our ecosystem, including equipment licensees and materials suppliers who can serve our manufacturing partners as they scale up to mass production." + "Our roadmap plans future generations of cells that offer larger capacity, packaging optimization and cathode chemistry innovations, to improve performance, reduce cost and fit new application requirements. This year we are committed to revealing the next step on our technology roadmap." Thank you @QuantumScapeCo and @ironmantimholme for the update!

@BatteryBoy507 Interesting- It's quite tough to tell with the little we can see. But it’s possible.

$QS Screenshot of the latest video. This is possibly the ceramic separators being sorted to determine which ones are scrap and which are good to be put into cells?