Have a nice day
2 posts


@North44__ It's like a coiled spring! My biggest holding by a decent margin. What's your PT out of curiosity?
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@bishbashbosg Yes. $800m net cash with 3-4 year runway (assuming ~240m of annual burn) is exceptionally good for whats really a pre revenue company. if datacenter and defense deals materialize... $QS is going to the moon
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Chat i just spent the last ~12 hours going down a $QS rabbit hole after 70 hours of excel modeling + PPT grinding . Watched as much publicly available content I could find and argued with GPT 4o the whole way through
I’m not gonna lie… I really like this company
writing up my full thesis now
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