BullRush

You are not bullish enough on $QS. ⚡ The technology is real 844 Wh/L energy density. 12-minute fast charge (10–80%). 1,000+ cycles, less than 5% degradation. Anode-free lithium-metal with a ceramic separator thinner than a human hair. 🔋 The graphite problem nobody prices in Every lithium-ion battery needs graphite. Over 90% of global supply comes from China. $QS is anode-free. Zero graphite. Zero China dependency. In a world of tariffs, supply chain decoupling, and energy sovereignty — it's a structural moat almost no analyst is modeling. 🤝 The commercial ecosystem is being assembled Automotive: • Volkswagen / PowerCo — Collaboration Agreement + $130M conditional royalty prepayment, up to 80 GWh licensed capacity • Hyundai — JDA signed • Honda — JDA signed • Mystery North American OEM — JDA signed December 2025 👀 My hypothesis on the mystery OEM: Ford or Tesla. → Ford: Solid Power JDA expired Dec 31, 2025. ~$18B in conventional battery contracts cancelled. Timing is surgical. → Tesla: Maxwell Technologies acquisition history. CEO publicly commenting on anode-free patents. Not eliminated. Both fit. I'm watching both. Beyond automotive: • Fluence ($FLNC, Siemens/AES JV) — multi-year stationary storage agreement (grid, data centers, solar) Manufacturing supply chain: • Murata — JDA signed October 2025 for ceramic separator industrialization. What most miss: Murata isn't just a supplier — they develop their own solid-state batteries. This is two SSB players aligning on a shared technology stack. Corning isn't just helping $QS scale ceramic separator production. They have developed their own proprietary "Ribbon Ceramics" manufacturing process — a high-speed, high-precision ceramic forming technology that positions them not only as a supplier, but as a future seller of solid-state battery components at scale. Corning's Program Director of Energy Materials put it plainly: "Regardless of the chemistry, the technology gives us a winning advantage." They're not betting on $QS out of charity. They're betting because their own commercial roadmap depends on solid-state batteries becoming real — and they've chosen $QS as the partner to make that happen. • Digatron — Eagle Line production equipment This is not a startup with a deck. This is an ecosystem being assembled in plain sight. 🏭 Eagle Line is operational First commercial-scale solid-state production line — inaugurated, running for months. The lab-to-factory transition is underway. 🏍️ Real-world proof point incoming Ducati V21L — field testing live in 2026. I'm personally watching two events: → World Ducati Week: July 2026 → IAA Munich: September 2026 First public validation on a real vehicle. It's happening this year. 🚀 Beyond EVs — and I'm genuinely excited about this The non-automotive pipeline is barely discussed. I believe 2026 will change that. $QS has officially listed its target commercial applications: → Nuclear → Drones & defense → Electric vehicles → Wind energy storage → Smartphones → Smartwatches Stationary storage & data centers: $QS already has the Fluence agreement in place. First-mover position in an infrastructure segment exploding with AI-driven demand. More news coming. Drones & defense: No graphite = no China supply chain = full domestic production potential. The latest drone footage is not just a demo — it's a signal. And this week $QS announced Dr. Mark Maybury to its Strategic Advisory Board. Dr. Maybury is currently VP of Commercialization, Engineering & Technology at Lockheed Martin — leading the transition of cutting-edge research into scalable products for commercial and defense applications. He previously served as Chief Scientist of the U.S. Air Force (2010–2013), and as CTO at Stanley Black & Decker. His own words: "I see tremendous opportunity for QuantumScape to redefine energy storage across multiple sectors, including defense, where reliable, high-performance batteries are mission critical." Consumer electronics: Density + safety at scale. $QS is not priced for any of this. The non-automotive TAM is real. The agreements are being signed. The people are joining. The announcements are coming. You can't expect a 10x without stomaching 50–80% drawdowns. Check your thesis. If it's still intact — and mine is — tune out the noise and trust management to execute. The shorts won't win forever. Thank you for reading.

Oui ça peut se comprendre, perso j'ai achete pas mal entre 66 et 70 mais ça me dérange pas d’acheter à 80. Mais j’ai acheter à un moment ou le sentiment était très baissier et où tout le monde la voyait revenir à $50, c’est la que j’ai su qu’on était probablement à un bottom. Mais après c’est sûr que à $60 je rachèterai bien plus que à $80

@BullRush__ J’attends ASTS plus bas perso (quand je pense que ma conviction baissière était si forte que j’ai boudé les 63$, rires).

Definitely a good day to buy $QS, along with most of the market. Personally, I just picked up some more $QS and $ASTS. What did you buy today?

@thesohom2 Thank you very much for your feedback.

@BullRush__ love seeing this. your detailed analysis on $qs technology and market moat is great.

You are not bullish enough on $QS. ⚡ The technology is real 844 Wh/L energy density. 12-minute fast charge (10–80%). 1,000+ cycles, less than 5% degradation. Anode-free lithium-metal with a ceramic separator thinner than a human hair. 🔋 The graphite problem nobody prices in Every lithium-ion battery needs graphite. Over 90% of global supply comes from China. $QS is anode-free. Zero graphite. Zero China dependency. In a world of tariffs, supply chain decoupling, and energy sovereignty — it's a structural moat almost no analyst is modeling. 🤝 The commercial ecosystem is being assembled Automotive: • Volkswagen / PowerCo — Collaboration Agreement + $130M conditional royalty prepayment, up to 80 GWh licensed capacity • Hyundai — JDA signed • Honda — JDA signed • Mystery North American OEM — JDA signed December 2025 👀 My hypothesis on the mystery OEM: Ford or Tesla. → Ford: Solid Power JDA expired Dec 31, 2025. ~$18B in conventional battery contracts cancelled. Timing is surgical. → Tesla: Maxwell Technologies acquisition history. CEO publicly commenting on anode-free patents. Not eliminated. Both fit. I'm watching both. Beyond automotive: • Fluence ($FLNC, Siemens/AES JV) — multi-year stationary storage agreement (grid, data centers, solar) Manufacturing supply chain: • Murata — JDA signed October 2025 for ceramic separator industrialization. What most miss: Murata isn't just a supplier — they develop their own solid-state batteries. This is two SSB players aligning on a shared technology stack. Corning isn't just helping $QS scale ceramic separator production. They have developed their own proprietary "Ribbon Ceramics" manufacturing process — a high-speed, high-precision ceramic forming technology that positions them not only as a supplier, but as a future seller of solid-state battery components at scale. Corning's Program Director of Energy Materials put it plainly: "Regardless of the chemistry, the technology gives us a winning advantage." They're not betting on $QS out of charity. They're betting because their own commercial roadmap depends on solid-state batteries becoming real — and they've chosen $QS as the partner to make that happen. • Digatron — Eagle Line production equipment This is not a startup with a deck. This is an ecosystem being assembled in plain sight. 🏭 Eagle Line is operational First commercial-scale solid-state production line — inaugurated, running for months. The lab-to-factory transition is underway. 🏍️ Real-world proof point incoming Ducati V21L — field testing live in 2026. I'm personally watching two events: → World Ducati Week: July 2026 → IAA Munich: September 2026 First public validation on a real vehicle. It's happening this year. 🚀 Beyond EVs — and I'm genuinely excited about this The non-automotive pipeline is barely discussed. I believe 2026 will change that. $QS has officially listed its target commercial applications: → Nuclear → Drones & defense → Electric vehicles → Wind energy storage → Smartphones → Smartwatches Stationary storage & data centers: $QS already has the Fluence agreement in place. First-mover position in an infrastructure segment exploding with AI-driven demand. More news coming. Drones & defense: No graphite = no China supply chain = full domestic production potential. The latest drone footage is not just a demo — it's a signal. And this week $QS announced Dr. Mark Maybury to its Strategic Advisory Board. Dr. Maybury is currently VP of Commercialization, Engineering & Technology at Lockheed Martin — leading the transition of cutting-edge research into scalable products for commercial and defense applications. He previously served as Chief Scientist of the U.S. Air Force (2010–2013), and as CTO at Stanley Black & Decker. His own words: "I see tremendous opportunity for QuantumScape to redefine energy storage across multiple sectors, including defense, where reliable, high-performance batteries are mission critical." Consumer electronics: Density + safety at scale. $QS is not priced for any of this. The non-automotive TAM is real. The agreements are being signed. The people are joining. The announcements are coming. You can't expect a 10x without stomaching 50–80% drawdowns. Check your thesis. If it's still intact — and mine is — tune out the noise and trust management to execute. The shorts won't win forever. Thank you for reading.

@tournonskiwi Merci à eu pour le dip je vais me faire un plaisir d’acheter ça demain

Les rats abandonnent bien vite le navire.

@Hypertindes @GhostInvestor02 @Chartradamus That could be funny.

@GhostInvestor02 @Chartradamus @BullRush__ It will squeeze now 🍋

Chartradamus Portfolio - (05/14/2026) At this time, these are my holdings. I've maintained much of my original portfolio since April, trimming overextended winners into strength and using those profits to accumulate/initiate future winners upon successful breakouts or higher lows. I've cut a few positions. I have not exited them secondary to failure of their long-term setup or thesis. Rather, I wanted to rotate that liquidity into higher momentum + conviction setups, reducing overexposure in the process.

@Quantumscapedia @QuantumScapeCo It's hard to choose between 1 and 2, but I think 1, given how discreet $QS is about partnerships.

$QS Poll time! Which @QuantumScapeCo catalyst will we hear about next….

@tournonskiwi Il a vendu si tu regardes les commentaires c’est vraiment ridicules même si il avait l’air d’être la pour du swing trading, il a même pas tenu 2 jours.

Je crois que tu vas vite lâcher $QS mon petit, ce titre, c’est pas fait pour toi. On te remercie d’avance.

@GhostInvestor02 @Chartradamus He left as quickly as he arrived. This isn't even swing trading anymore. It's utterly ridiculous behavior, especially since he's now bought an IPO. His community is going to lose a lot of money.

@Chartradamus @BullRush__ It’s about to be done. He’s a literal pump and dump 🤦‍♂️

@tournonskiwi Un price target conservateur 😂

Après ce post, moi et mon cabinet de conseil (je viens de le monter à l’instant) réévaluons le potentiel de l’action $QS à 250$. Restez connectés !

@Chartradamus Okay, I understand better now. Yes, given the current run, I understand why you're waiting a bit. For me, I see strong resistance around 10 with the 200 SMA and psychological resistance.

Stopped out at my entry the following day post-ER, but I am keen on entering once again here as it begins to confirm the breakout with a higher low and squeezes higher. Was just waiting for the Kevin Xu pump and dump fallout to clear. Major test is the overhead between $12-$14 that needs to be cleared.

@C1_dF9432 @Honda Yes, I completely forgot to mention it, especially considering Siva's statement at the last earnings call. I need to find out more about Honda tonight.

@BullRush__ $QS. @Honda also makes humanoid robots and corporate jet planes among other things that need batteries with high power density, fast charging, extended operating temperature range and fire safe. They MUST invest on State of the Art Solid State Battery technology.

$QS 🚨 Honda’s ER dropped TODAY. They are officially executing the massive pivot they already announced back in Q4 2025: stepping back from current EVs to focus on hybrids and next-gen tech. But read between the lines from CEO Mibe: On R&D: "To ensure that we can introduce attractive products in a timely manner when the time comes, as an internal measure, we will continue to advance research and development on competitive EV hardware platforms for the future, as well as on all-solid-state batteries." On Strategy: "For building future competitiveness, in-house development... requires the injection of large-scale investment resources, and in a highly uncertain market environment, there is a possibility of losing competitive advantage. [...] we will proactively incorporate external competitiveness and resources to strengthen our overall competitiveness." Honda is building its internal Sakura solid-state pilot line, but they are explicitly looking outward to scale faster. Meanwhile, $QS announced a "Top-10 global OEM" JDA exactly in Q4 2025. 👇 Still doubting the connection? Look at this photo from the $QS Q4 2025 Shareholder Letter (Kyoto Symposium): That’s Atsushi Ogawa, Honda’s COO of Innovative Research Excellence, right next to $QS CEO Siva Sivaram & CTO Tim Holme. The long-term fundamentals are aligning. 👀🔋🚗 Here is the earnings call if you want to listen to it, but I don't recommend it, it's pretty boring. 😅👇 youtube.com/live/GD6vnB_HV…

@LWilliamIII I hadn't thought of that, there are so many interesting things about this technology. Especially when you know the connection with Corning.

@BullRush__ I just talked to someone on a flight that got aborted because a cell phone charger caught fire.

$QS ⚠️ EV fires up +133% in 3 years. This isn't a statistic I take lightly — it's exactly why $QS is the futur Here's why QuantumScape batteries simply cannot catch fire: 🔋 Today's Li-ion cells use a liquid electrolyte — flammable by nature. When heat builds up (overcharge, damage, short circuit), cathode materials release oxygen, trigger exothermic reactions, and the liquid electrolyte becomes the fuel. That's thermal runaway. 🧱 QS replaces that liquid with a ceramic solid-state separator — making the cell non-flammable. Proven in nail penetration tests. The failure mode that burns EVs doesn't exist in a QS cell. That's $QS. 🔗 msn.com/en-gb/cars/new…

@C1_dF9432 Yeah, me neither. I’m not buying an EV yet; I’m waiting for a car that integrates QS. I don't want a car that could catch fire at any moment, and I want to be able to drive long distances without having to stop and charge

@BullRush__ Yep! $QS = No Fires. The pic you're showing doesn't look too bad. I saw a Tesla once vaporize in mere seconds with only ashes and wheels left. That's the reason why I won't buy a BEV yet. Waiting for QSE5 powered one.

@LWilliamIII @itsjcmerlo You're welcome. Personally, we know what it represents, even if the market considered it insufficient at the time of the announcement. It's not a big deal. One day it will be reflected in the share price.

@BullRush__ @itsjcmerlo Me too but what I can’t believe is how suppressed the sp is. Oh well clock’s ticking.. thanks for your content here.

Still Holding $QS **what's driving it right now** - the Eagle Line + $11M Q1 billings narrative is still spreading. the market is just now fully digesting what happened April 22 - short interest is sitting at 16% of float with roughly 94 million shares short as of April 15. that's meaningful squeeze fuel if a catalyst hits - 268 institutional buyers in the last 12 months vs only 89 sellers, $656M in inflows vs $228M outflows. the institutional flow is one-directional **the Q2 setup** management explicitly said they're ramping QSE-5 production in Q2. that means the next earnings call (probably late July) will have real throughput and yield data for the first time. that's the binary event that actually re-rates this stock. if Q2 numbers show the Eagle Line is hitting its production targets, this thing goes from a "promising thesis" to a "licensed manufacturing platform" and the valuation conversation changes completely.

@LWilliamIII Yes, I absolutely must do it, I've been hearing about it for a long time, I'll find out more tonight. But it's also a good point to add in favor

@BullRush__ Take a look at Honda’s robotics division in addition to their EV’s. Combined it’s quite large..

@SilentSivaQSCEO Unfortunately, we'll have to wait a little longer.

@BullRush__ It’s a JDA It’s worthless they are willing to take a look Where are the contracts !!!!

@jean89601631 C’est ce qu’ils feront tous un moment quand ils comprendront que c’est leur seul chance de pouvoir concurrencer la Chine

@BullRush__ Pourquoi ils se compliquent la vie , qu ils utilisent QS for god sake :)

@BatteryBoy507 Thank you, finally someone is talking about it. This clearly shows that this upward trend is real.

$QS Another technical milestone we passed 2 days ago. We are now over the 100 day moving average for the first time since December 12, 2025.

@Lajartinho I bought the dip of the dip of the dip, but it was pretty obvious that it was a golden opportunity. I bought some more this morning, now let's let it go to $150

Next announcement is going to be the batch shipment next week and we are over 100$ again. Open the fucking market. 🅰️👀💎 x.com/i/status/20548…