Jamieo451

@maverick98776 @EBUYUKARSLAN Where are you getting the incorrect information that $QS is spending 500mil per year? Maybe do some proper research before posting this nonsense 🤣

@EBUYUKARSLAN It still early stage for $rkto But .., who knows they addressing something I mean $qs loosing. 500m a year with no revenue … So who care ? Baby Srock can become bigger 30m Market cap ! Let me know .. your findings :)

$MSFT pumped 468 overnight and PE not cheap any more.. Take profit $MU is over 1008!! So both can't be pump same time. trap My 220 average $IBM sold 338 and I ll buy cheaper than that again! Raising cash overnight $SPY $QQQ

@North44__ It's like a coiled spring! My biggest holding by a decent margin. What's your PT out of curiosity?

Long-time $QS holder. Added to my position for the first time in a few years today. Given recent hires, data center strategy and a monthly chart that looks like it's about to explode, seemed like a good idea. A break above $15.90 and it's gone...

@SpongeQuant @cyberprince_rwo Smart move, $QS is my biggest holding by far! Violent re rating of SP inbound 🤘🚀

@cyberprince_rwo i just spent the last 30 scrolling $QS on X. i likely. going to take a position on Monday

This adds to the $QS thesis for me: Monitoring the situation. The recent board and advisory additions are legitimately notable: Geoff Ribar from the semiconductor world with deep scaling experience at $NVDA, $AMD, and Cadence. Ross Niebergall with aerospace and defense commercialization experience from $LHX , $RTX , and Aerojet Rocketdyne Dr. Mark Maybury from $LMT and former U.S. Air Force Chief Scientist That combination signals something important: QS increasingly appears to be preparing for industrialization and strategic applications, not just lab science.

@LeoCapital_01 @QuantumScapeCo Love it! This is exactly why $QS is the my biggest holding by a long way! Bullish AF!

The more I dive deep into the solid-state battery space and the opportunity, the stronger the $QS @QuantumScapeCo thesis gets. I keep pulling threads and every single one leads back to the same place. Let me show you what I found. 🧵 First - the macro setup. Data centers now eat 5% of all US electricity. McKinsey says that doubles by 2030. Goldman says data center power demand grows 175% this decade - that's like adding an entire top-10 country to the global grid. And we're already failing. Bloomberg reported 30-50% of planned 2026 US data centers are delayed or canceled. Not because of money. Not chips. Because we literally can't plug them in. @KobeissiLetter nailed it: "Energy will soon be the AI bottleneck." It already is! So what's the fix? Follow what @nvidia is actually doing. @nvidia is building 800V DC power architecture for next-gen AI factories. 1 MW per rack. Shipping with Kyber in 2027. They've pulled in Vertiv, Schneider, Eaton, TI, Infineon, STMicro - the entire power ecosystem. Why 800V DC? Traditional AC physically cannot push enough watts into a rack at AI-scale density. Enteligent's white paper showed DC-native racks generate 10-15x more revenue per square foot. TI unveiled a full 800VDC reference architecture at GTC 2026. This is happening now. Here's the part that gets me very excited! Vertiv - NVIDIA's primary power infrastructure partner - said their 800 VDC platform is being designed with INTEGRATED ENERGY STORAGE. Not backup. Not UPS. Integrated into the architecture. Battery storage. Baked into the rack. By design. So what battery do you put inches away from GPUs worth half a million dollars? → Energy-dense (every square inch is revenue) → Zero thermal runaway (lithium-ion fire next to your H100s = game over) → High cycle life at rack-level charge/discharge rates → Safe at 800V operating voltage Lithium-ion? Thermal runaway. Can't risk it next to the compute. Lead-acid? Not close on density. Flow batteries? Way too big. Solid-state checks every box. Now here's where it gets interesting - the technical moat. $QS isn't just "a solid-state battery company." Look at what they've actually built: → 300+ patents covering the ceramic separator and anode-free cell design. This isn't one patent. It's a fortress. → Anodeless architecture - zero excess lithium, no host materials. This is what enables the energy density advantage. → Their ceramic separator is the only one that's demonstrated dendrite resistance at automotive-grade current densities for 800+ cycles at room temperature. Nobody else has shown this. Not Toyota. Not Solid Power. Not CATL. → 1,000 cycles with 95% capacity retention. Published data, not a press release. → Cobra manufacturing process - 25x faster heat treatment, fraction of the floor space vs their prior Raptor process. This is how you go from lab to factory. → Murata AND Corning - two of the world's best ceramics companies are both investing in QS-proprietary tooling to produce the separator. When the two best in the world independently validate your manufacturability, that tells you something. Competitors? Solid Power is on sulfide electrolytes - different chemistry, different problems. Toyota says 2027-2028. CATL says 2027. BMW is still on prototypes. $QS has cells on Eagle Line today. The moat isn't just the tech. It's 300 patents + the only proven dendrite-resistant ceramic separator + a manufacturing process that actually scales + two world-class production partners already building the tooling. Good luck replicating that in 2 years. The recent hiring in 2026 confirms the thesis entirely! → VP/GM from @MediaTek's data center AI infrastructure group → @nvidia / @Cadence ex-CFO Geoff Ribar on the board → Ex-CTO of L3Harris and ex-President of Aerojet Rocketdyne on the board → Commercial Counsel with STEM background and licensing focus → Licensing product strategy role to define technology transfer value prop → @ironmantimholme (CTO) is publicly framing energy delivery as the next AI bottleneck They're not talking about pivoting. They already hired for it. They already have board governance for it. They're building the cells for it. Connect the dots: AI energy bottleneck is here → NVIDIA building 800V DC → architecture requires in-rack storage → solid-state is the only chemistry that fits → $QS has the deepest technical moat, 300+ patents, the only proven separator, and is already staffing for data center and defense commercialization Market still think this is an EV battery company. That's the edge. $QS

@JKeynesAlpha Very exciting times ahead for $QS, the future is very bright indeed! So much SP upside potential #Quantumscape

$QS 🚨 can you say BULLISH???

@rachelburden Just Listened to your conversation with Conservative MP @MarcusFysh. I agree fully with Marcus, you have absolutely no place working for the BBC! Why do you support an authoritarian state? Get a grip and take your ridiculousness off air! #tyranny

@puddleofmudd Thanks for gracing my ears with your music! You guys rock 🤟🤟🤟

@My_SolarBridge @CryptoNewWorld Your gonna need a MPPT charge controller if you are going down a route like that. #conversions

I will award ten lucky people randomly who retweets and follow me with $50 in $DGB. #DigiByte #moon

@SpinnyTrader @CryptoChartsJoe Still thinking this?

@CryptoChartsJoe it's basically up and over already lol it just hit a huge whale sell

Heads up- $XRP is done near term unless we can get back up and over $1.80 $XRP needs a rest, and allow profits to roll over into OTHER coins to now run up😁

Looking like the alt coins are starting to detach from bitcoins movements! Anyone else feeling the same? #DigiByte #Altseason2021 #Altseason

@snowman_crypto Unfollwing, sick of your negative, pessimistic tweets. Smoke some weed and chill man

@Johnathanknt $0.07 inbound 🚀

$DGB Oh lookie lookie here DGB family! When you got 2 bullish divergence and nothing moved before this? It's like a bull in a China cabinet. It's gonna happen! First target green line achieved, what's next??

@AlfieDoug @SuppressedSikh #DigiByte dude!! #DGB

@SuppressedSikh Any recommendations what to invest in this dip ???

Massive Monday afternoon sale for crypto

@Ryanair Do you think this is an acceptable response from your customer services team after already waiting weeks for a refund?

@tomberna @Ryanair Glad you managed to get it sorted. This is the response I’m getting after already waiting a ridiculous amount of time. Unbelievably poor customer service.

@jamieo451 @Ryanair I started the process by contacting the @Ryanair twitter account, and they were very helpful. I gave them details of the booking and they checked the refund status for me. Worth a try if you haven't already done this. #goodluck

@Ryanair Credit where it's due ... I applied for a refund in lieu of a voucher last Tuesday, and refund received today. Thank you.

@Ryanair You lot are an absolute joke. Been waiting over 2 months for a refund only to be told to wait another 2/3/4 weeks! And don’t reply asking me to get in touch with you via DM. Tried that and guess what, have to wait another 3 weeks. #Thieves

Meanwhile, in the world of $DGB...