Muddy C🅰️pital

My partners and I have been working very hard to make the perfect cooler for floating, boating, fishing and everything in between! Sign up and get yours when we kickstart in November! Cheers 🍻 and thanks! Presale.Muddiez.com #floatingtheriver #frio #cooler

@BatteryBoy507 @Lajartinho Indeed

@Lajartinho People think we’re crazy but this is getting stupid now. The hole they’re digging is the same hole short seller dug on Asts

Let me get this straight. $QS now has 3 JDAs in the pipeline well on their way to getting a license. They announced customer billings from Murata and Corning who bought cobra equipment to begin the scaling up of separator production. And short interest is now over 94 mil...

@JKeynesAlpha I’ve been all in for over 2 years. Matter of time

$QS 🔋 I’ve been a QS bull since fall 2024. People have trolled me on and off and called me an idiot because the price has moved with market sentiment and attention moved elsewhere. QS gets mocked and bulls get insulted simply because the market bid down the price for a while. I’m still here. QuantumScape will look a lot like $ASTS AST SpaceMobile in the end. The same people who equate price with success will be happy to pay over $50-$100 per share when any of the 5 OEMs, robotics, or BESS companies announce product lines, after they laughed at it at $6, $8, $3. This is very typical of high growth companies. Bookmark this because I will retweet it when it happens. You’ve had plenty of chances to get in cheap to accumulate and plenty of information to understand. What path will you take?

@KevKidd007 @kronk99 @BEARDEDGWOM @niccruzpatane So what you’re saying is, nothing would be different? 😬

@kronk99 @BEARDEDGWOM @niccruzpatane Those trucks are loaded with over 85,000 pounds, we work in the woods, it gets muddy, very muddy, we are very efficient at it, the machines come in when a truck gets loaded hooks up and gets them to the county road or highway, then right back to work..

This is the sound of the all-electric Tesla Semi. Deliveries of the new Production Version begin this year: • Long Range model has 500 miles of range with a full payload. • 1.7 kWh per mile efficiency (average diesel semis are roughly 5–7 kWh per mile equivalent energy use). • Tri-motor powertrain with 800 kW of power (~1,073 hp), 3x the power of the average diesel semi. • The battery in the Semi is designed to last 1M miles. • Standard Range model (325 mi) has a similar turning radius as a Tesla Model 3/Y. • 0.4 drag coefficient. • Independent truckers are able to buy a Semi for use, not just fleet owners. • Semi fleet uptime is at 95% due to extremely low maintenance and reliability. • Integrated safety features in the Semi protect not just the driver but others on the road as well. • Future wireless charging. • Semi uses the same 4680 battery cells found in the Cybertruck. • Semi can power a whole refrigeration trailer or any powered unit. The technology is shared with Cybertruck Powershare.

@SouthrnInvestor @Reformed_Trader Hey! Good to see you 😉

@GalenMudd @Reformed_Trader Well hey Muddy.

$ASTS has anyone ever tried this prompt? I've been wondering lately what valuation ASTS would receive if it was just going public, and my suspicions have been that even a bear case would have this valued much higher than where it's trading today ~$35B

@C1_dF9432 @chan2pa Just a matter of time, it is coming. Many of us have seen this for a while.. we’ve just been early 🍻

@chan2pa Good catch. Can't wait for the day when the $QS - $TSLA JDA is announced. That'll be the start of an epic run for QS shares. Eerie parallels too the $ASTS - $VZ tribulations that preceded the signing of the DA that started the AST epic run that continues today.

⚡️ $QS @ UBS Virtual Day 1️⃣ OEM Nuance VW, Pure-play EV, & Legacy OEM 2️⃣ Cost Edge ▫️ (Graphite/Silicon & Liq. Electrolyte) Cost > Ceramic Cost ▫️ No SEI: Faster production, No massive aging space 3️⃣ Time Mass rollout requires years of execution ir.quantumscape.com/events/event-d…

@chan2pa @BatteryBoy507 @C1_dF9432 @Honda @Tesla @panasonic @Verizon Been in this one for a while, learned a lot from ASTS and I still have a great feeling about QS having its ASTS moment

@BatteryBoy507 @C1_dF9432 @Honda @Tesla @panasonic @Verizon Agreed. Quality takes time, but it’ll be worth the wait~!

🚀 Will QuantumScape Have Its “ASTS Moment” in 2026? AST SpaceMobile demonstrated its core technology in September 2023, when its test satellite BlueWalker-3 successfully connected directly to a standard smartphone using 5G. Despite this breakthrough, the market remained skeptical. With no revenue and no operational satellite network, the company was largely treated as a high-risk SPAC. By April 2024, the stock had fallen to around $1.97. The turning point came in August 2024, when the FCC approved the launch of five commercial BlueBird satellites. Institutional interest began to increase rapidly. In September 2024, AST SpaceMobile launched its first commercial satellites, marking the transition from a laboratory-stage technology to real infrastructure deployment. The SP quickly surged toward $30. By early 2025, partnerships with major telecom operators such as AT&T and Vodafone expanded the company’s narrative. Investors began to see ASTS as a potential “Starlink competitor.” Then in October 2025, the company signed a cellular service agreement with Verizon. It surged past $80, and the market’s perception shifted—from a speculative meme stock to a potential telecommunications infrastructure company. In short, even after the technology had been proven, the stock declined because investors still questioned whether the business model would work. Only after commercial satellite launches and telecom partnerships signaled real-world commercialization did the market re-rate the company dramatically. 🔋 What Happens If We Apply This Pattern to QuantumScape? A similar transformation may require three key stages: ▫️ Technology Validation → Manufacturing Validation → Automotive OEM Contracts 💡 Technology Validation It means B-sample testing results regarding energy density, cycle life, safety, and fast-charging capability meet production-grade specifications. Performance data from test vehicles including Ducati motorcycles, could demonstrate that the technology works not only in the laboratory but also in real-world conditions. Such a moment would be comparable to AST SpaceMobile’s successful smartphone-to-satellite connection using BlueWalker-3. 💡 Manufacturing Validation However, even after technology validation, market skepticism would likely remain. In AST SpaceMobile’s case, investors questioned whether the company could afford to build and deploy its satellite network. In QS's case, investors question whether this battery actually can be manufactured at scale. Therefore, QS's 2026 goal of Scalability Proof would be very important. The Eagle line must demonstrate stable yields and scalable production processes. This stage would be similar to AST SpaceMobile’s first commercial satellite launch in September 2024. 💡 Automotive OEM Contracts The final stage would be the commercialization signal. Once automotive OEMs begin signing licensing, accompanied by credible revenue guidance and capital expenditure plans, the market may start viewing QS not merely as a technology developer but as part of the global battery supply chain. Key milestones could include: ▫️Upfront payments from the licensing agreement already signed with Volkswagen ▫️Disclosure of additional automotive partners currently under NDA ▫️Concrete licensing or supply agreements with additional partners At that point, QS could experience the same type of market re-rating that AST SpaceMobile saw in 2025. 🏁 Market Perception Today, analyst consensus is far more conservative, and price targets remain relatively limited. However, the current valuation may also reflect skepticism toward a story that has not yet fully materialized. The very instant all these criteria are fulfilled in 2026, QS could still experience a major re-rating similar to what ASTS achieved during its transition from concept to infrastructure.

@BatteryBoy507 @Defiantclient2 @jean89601631 @QuantumScapeCo

@Defiantclient2 @jean89601631 @QuantumScapeCo I remember when analysts had ASTS at $5. Then the stock shot up to $40 in a couple of months. Analysts are useless

$QS: Varun Sivaram, @QuantumScapeCo CEO Siva Sivaram's son, wrote on LinkedIn: Congratulations to the QuantumScape team on the world's first commercial solid-state battery (higher energy density, faster charging and discharging, longer duration, way better safety), now deployed in real Ducati motorcycles and soon to revolutionize drones, electronics, data centers, and everything else that uses batteries—all with the only chemistry in the world that be 100% made outside of China! ✅ Now deployed in Ducati motorcycles plural ✅ Soon in non-automotive applications ✅ 100% made outside of China Know what you own.™️ linkedin.com/posts/varunsiv…

@Paul44250784 @Reformed_Trader I still own 1 share! Lol my friends and family all made bank though 🤣 Yes QS reminds me of ASTS BEFORE the big run started. It’s all coming together 💗 We are in the redesign process to make manufacturing easier for the coolers but ghe new design looks flawless!

@GalenMudd @Reformed_Trader Muddy, glad to see you still have the 🅰️. Hope the cooler business is going well for you and that QS flips green this year. The road to commercialization seems clearer than ever.

$QS filled its gap from July and showing early signs of bullish divergence. It's also at long term support *NFA

@Reformed_Trader Any change in thought on $QS? 🍻💗

Nothing has really changed in my mind. I remain long $INDO $RBNE *NFA

STARLINK TO COMPETE AGAINST MNO'S WITH PLANNED PHONE According to a @Reuters article SpaceX are planning to compete directly with MNO's by building a phone. AST SpaceMobile has become a massively important strategic asset in terms of always on connectivity. 'The plans include making a mobile device connected to its Starlink satellite internet constellation that could rival smartphones, according to three people familiar with the plans.' $ASTS

@dampedspring That’s rare

A+

@Reformed_Trader I’m ready to get this bullish on QS as well 🍻😉

$ASTS oh my. We just might not be bullish enough

@Reformed_Trader how you feeling on the QS front?

@CatSE___ApeX___ 💯

$ASTS bottom is in, imo.

@Reformed_Trader The end is near! ☺️💕

We’re close

@Reformed_Trader Omg 😱 😂😂

We just might have a bottom forming

And everything topped at the same time and is rolling over in the same way

@Reformed_Trader Happy Capitulation day! I bought more 😬☺️

Just like everything sold off together everything is bouncing together at the same time in the same manner.