Greg Allen

@FullMetalAnode Yes, I see that now. I was hoping Ai was right, but it’s usually wrong. Still, 4 big OEMs and others still evaluating.

@allencpa Honda is one of the four. They were the OEM in the Technical Evaluation phase in the latest investor deck

$QS has 4 JDA's. VW/PowerCo, 2 Major Global Automakers, 1 Top-10 Global OEM. The Honda JRA is in addition to these. That is 5 EOM's jumping onboard the train.

$QS Will we see analysts upgrades soon?

@silberschmelzer I think Audi will be the first because they worked on the Ducati motorcycle, but it could be Porsche.

$QS This is Volkswagen's confirmation of QS as its first solid-state battery supply partner, and future Volkswagen-brand models (Audi, Porsche, etc.) are expected to be the first to use QuantumScape's batteries.

“The electric car market reached new highs in 2025, growing by 20% from 2024… The sales share of electric cars in the overall car market increased to 25%. This marked the fifth consecutive year in which annual electric car sales increased by about 3.5 million... As a result, about 5% of the global car stock is now electrified, displacing 1.2 million barrels of oil per day in 2025.” iea.org/reports/global…

@mcuban Mark, I’ve heard all the arguments against raising the minimum wage. Most of them around fast food, etc. couldn’t we just give certain industries a tax credit based on payroll?

What about all the entrepreneurs that risked everything and failed ? Or the ones that are grinding it out, trying to build a business ? You know, the ones that create more than 60 pct of the new jobs in this country. The more successful they are, the more you hate them? Take their money so they can't invest in other founders? Or invest in causes they believe in ? And the ones that fail and get to deduct 3k a year of their losses ? Or went for it and are broke and might never see enough income to offset those losses ? You don't care if they go broke ? 10 pct of the people in this country are entrepreneurs that have started a business. You ever try to help them ? There are plenty of discussions to be had about income inequality. About helping people who are struggling economically. I've talked about a lot of them in my timeline. But in reality, saying "Eat the rich" will end up helping no one except maybe politicians trying to raise money. And probably hurt those in need, as more money is spent playing politics then helping Wealth tax. Unearned income tax. Show me the multi year behavioral analysis, as opposed to simple models, that show more jobs, higher wages and personal wealth will be created for those who need it. I'd love to read them Ideology is not a strategy. Nor is it a plan that has lasting impact on people who need help And so you know. I'm not a believer in trickle down. It's a joke. I am a believer in trickle up. Where we do all we can get to get appreciable assets and higher wages into the hands of people who have to live paycheck to paycheck. I've said before I think raising the federal minimum wage to $20 is smart. When I heard people who worked for a company I invested in (but didn't run) needed government assistance, I made sure they all got raises. It was embarrassing to me that we didn't pay enough. I've made, or helped make, at least a thousand millionaires. And I'll keep working to increase that number And that's the point. The best path to help more people is to work with the people that can help more people. If you demonize business people , you just make it harder for them to help anyone. I'm not saying there aren't greedy, blood sucking business people that will do anything for a dollar. But they are a small minority. Most entrepreneurs realize they are blessed. They want to find ways to help. They think they can use the same skills that built their business to help people. And they can. They can hire more. They can give raises. They can educate. And they do all these things to help. I've sat with Democrats and Republicans, incumbents and candidates,and asked them why they aren't meeting with businesses that make and sell the products that have become unaffordable, and asking them what can be done to reduce prices. I do this continuously regarding healthcare. It's easy to see where the friction and increased pricing is coming from. Why (the politicians ) aren't you meeting with them and asking them to change ? Offering to support those that do raise wages, lower prices , improve benefits. Politicians just won't do it. They prefer the donations. I did shark tank for 15 years purely to show people they can start small, grow their businesses, and help not only themselves, but their employees and their communities as well. And thats exactly what has happened. Demonizing those that have success is counterproductive to every benefit you want to help bring to people.

@GrindeOptions Too capital intensive, except for Elon with Boring Co? May become a thing. @elonmusk what say you?

Why don’t they start building AI data centers underground? 🤔 That’ll reduce land usage, noise and heat.

$QS Nobody has really mention $GM as a potential partner, much. They recently announced going into other sectors that fit perfectly with QS tech. Just saying...

$QS So many applications. One area that has not been mentioned much is EV Semi trucks and autonomous EV semi. I know this would require a larger form factor of the QS battery, but just like the F-150 Lightning (when re-introduced, and it will) needs it for towing range, these trucks certainly need towing range. The only way to get it is less weight and fast charging. Not to mention safety and longevity. With Honda's validation, QS will get a lot of interest and attention from other companies.

@JKeynesAlpha Yes, I also assume they already were partners. Strange how the market discounted it in January and yesterday. This won't last long. The cat is out of bag and there are so many more catalysts to come. If you are not buying at $8.00, then you will be buying at $50.

$QS funny how I called $HMC Honda just by reading technical details of what Honda engineers needed from an SSB a year plus ago in a public article with the separator problem and correctly inferred that QS had the only solution. Shows how research matters!

@JKeynesAlpha I will add that Honda bought out the U.S. battery factory from LG. This positioning has been happening for a while. I assume Corning will produce the separators for the U.S.

$QS Exactly. Honda $HMC isn’t entering a multi-year industrialization and technology transfer agreement with QuantumScape for charity. Honda has spent years developing its own all-solid-state battery technology, invested heavily in dedicated pilot manufacturing, and conducted extensive internal R&D. After evaluating QuantumScape’s cells and manufacturing approach, and seeing that the ceramic separator engineering solved their problems, Honda decided the technology offered compelling enough advantages to move forward with a formal development and IP transfer partnership. That’s about as strong a validation as investors can ask for from one of the world’s most sophisticated battery and automotive companies. We now have Volkswagen Group and all of its brands, plus Honda, standing behind what appears to be the leading solid-state battery technology. Honda evaluated the landscape and selected QuantumScape for a multi-year industrialization effort. The significance of that decision is only beginning to be appreciated. Eagle Line is operational. The Cobra separator process has been demonstrated to partners. IP transfer hiring is underway. Volkswagen has stated the technology is expected to reach limited premium vehicle deployment before broader scaling over the next several years. The path toward commercialization continues to take shape. QuantumScape is also expanding its focus beyond passenger vehicles. CEO Siva Sivaram has repeatedly highlighted AI data centers as a major opportunity. The company launched its “Powering the AI Factory” initiative and recently appointed a dedicated VP/GM of Data Centers. Data center, grid, and energy storage partnerships are becoming an increasingly important part of the story. Management has indicated that additional OEM relationships remain undisclosed, including a pure-play EV manufacturer. Nissan remains a possibility. $TSLA Tesla remains a possibility as well, particularly given JB Straubel’s involvement with QuantumScape and his deep experience across EVs, energy storage, and AI infrastructure. Honda’s decision adds to a growing list of industrial validations. Multiple global OEMs have spent years evaluating solid-state battery technologies and QuantumScape continues to attract some of the largest and most sophisticated partners in the industry. Additional OEM announcements, industrialization milestones, AI infrastructure opportunities, production ramps, and new market applications all sit ahead. The low-price accumulation window for $QS will start to close.

@itsjcmerlo Yo! Sent you a DM.

So close to 500 verified followers for revenue sharing Real goal is 2K verified followers 🙏🏼 If I’ve blessed you with any positive returns or even have been remotely entertaining please give me a shout out or retweet / follow etc… I don’t want money in return and I’ve made you money please consider donating to this charity below, it’s for kids dibujando.org.mx/en/who-are-we/ I donate 50k a year there with my company Any subscriber revenues will 100% go there and like all my trades will post proof Transparency is sexy

$QS this stock is going to fly in the next few weeks. The market has yet to comprehend all the uses for Honda. And I expect more positive announcements from QS this year. More OEMs, data centers, military, robotics, drones, power tools, endless…

@Defiantclient2 @C1_dF9432 @BullRush__ @Honda @Tesla @panasonic Yes and they just tested their eVTOL successfully. That’s a perfect application for $QS batteries. With Honda, the applications are endless.

@C1_dF9432 @BullRush__ @Honda @Tesla @panasonic Interesting. I was not aware of Honda's long term work on humanoid robots. This adds a layer to $QS's statements so far on their shareholder letters. I always kinda just assumed they meant Tesla's robots but they could just as easily mean Honda.

Digging deeper into the $QS x @Honda JRA The structural de-risking here cannot be overstated. By moving from a standard evaluation to a JRA focused on both cell development and manufacturing processes, $QS has secured a massive validation from a notoriously conservative global automotive leader, effectively dismantling the legacy bear narrative that QS is an exclusive, captive Volkswagen R&D sandbox. This agreement follows the “successful completion of a technology evaluation agreement with QS, which included an in-depth, hands-on technical study [...] as well as competitive benchmarking across a range of standard technical tests.” Conforming to a long-term roadmap, “the joint program includes a multi-year plan focused on solid-state battery development and associated manufacturing processes.” Concluding that “QS technology demonstrated compelling and unique advantages” proves that the ceramic separator platform has cleared the technical hurdles where other solid-state programs have stalled. What makes this multi-year joint research program fascinating is connecting it directly to Honda’s recent Q1 Earnings Report. On internal R&D, Honda previously stated: “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.” However, Honda openly admitted the limits and financial risks of doing this entirely in-house, pivoting their strategy in that same report: “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.” This JRA is the direct execution of that strategy. An automotive giant is publicly acknowledging that QS has a technological lead too costly and risky to replicate from scratch. Furthermore, this partnership goes well beyond just electric cars. Honda is a global leader in “automobiles, motorcycles and power equipment.” By explicitly stating they see potential for QS technology “across a range of applications, including automotive,” this agreement opens the door for QS’s lithium-metal platform to power Honda’s entire global mobility ecosystem (including marine and aviation via HondaJet), vastly expanding QuantumScape's long-term TAM. As QS CEO Dr. Siva Sivaram noted, this was “one of the most rigorous assessments of our technology to date.” The transition from speculative tech to a validated industry standard is happening right now.

@silberschmelzer @SilbergleitJr Agreed. I calculated 15 million vehicles is an estimated SP of $175.00. So, not far off. Just the tip of the iceberg. $QS

$QS @SilbergleitJr & I ran some paper-napkin math on QS. VW, Honda & Hyundai alone represent 16M vehicles/year. Under a reasonable bull case, the math gets you comfortably north of $200/share. Agree or disagree with the assumptions, but at least bring a calculator to the debate.

@silberschmelzer @SilbergleitJr What about Nissan?

$QS Nissan and Honda are officially keeping their tech-sharing alliance alive, even after calling off their massive merger talks. 🏎️⚡️The automakers will continue to co-develop:• Next-gen AI & Software-Defined Vehicles (SDVs)• Standardized EV batteries & electric motors• Shared US production & hybrid tech. Nissan technically already in on $QS with Honda. Toyota next? Ford to follow? This is huge.

@itsjcmerlo @kevinxu May want to look at $QS again. Huge news, delayed market reaction.

$qs Honda!

$QS Let's go!