Who mentions $QS most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $QS most — 156 mentions in the past 12 months.

When was $QS first mentioned on Surfaced?

The earliest tracked mention of $QS in the Surfaced archive was on Jul 15, 2025.

How many voices track $QS?

18 FinTwit voices have mentioned $QS 205 times in the past 12 months.

What kind of voices mention $QS most?

$QS is mentioned most by Long Research voices on Surfaced.

$QS — FinTwit mentions on Surfaced

Recent calls

30 calls

@investmentguru_Jun 18, 2026 · 1:16 PM

$QS 📈 QuantumScape Announces Agreement with Honda on Solid-State Battery Technology

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@stocksavvyshayJun 18, 2026 · 1:15 PM

$QS signed a multi-year joint research agreement with Honda R&D to advance its solid-state battery platform and manufacturing processes. Honda said QuantumScape’s technology showed “compelling and unique advantages” across applications including automotive. https://t.co/T0bYR5eEr5

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@acinvestorblogJun 18, 2026 · 1:02 PM

$QS QuantumScape Announces Agreement with Honda on Solid-State Battery Technology https://t.co/50jbq1Y7uh

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@photonbullMay 25, 2026 · 7:27 AM

QuantumScape ($QS) builds solid state lithium metal batteries, and the model is capital light by design. It does not want to be a cell manufacturer. It develops the chemistry, licenses it, and collects royalties as partners scale production, which is why the balance sheet carries close to a billion in liquidity against tiny capex. The pieces in place: • Volkswagen's PowerCo as lead licensee, with milestone payments and rights to produce QSE5 cells at gigawatt hour scale • A second major global automotive OEM under a joint development agreement, still unnamed • First ever ecosystem billings booked in Q1, small but a real commercialization signal • QSE5, the first commercial cell, high energy density and a roughly twelve minute fast charge • Eagle, the automated pilot line, now installed and running with AI models tuned for cell quality Then last earnings call they widened the lens. Management positioned the same solid state chemistry for AI data centers and defense, a clear step away from the pure EV story, and the stock ripped on the read across. The logic is simple. Data centers need dense, safe, fast charging backup power, and solid state fits that profile. The caveat is that this is positioning, not a signed datacenter contract, so treat it as future potential for now. Fundamentally interesting, and the market (briefly) liked it. $QS

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@acinvestorblogMay 22, 2026 · 4:15 PM

$QS Stay calm and relax. Let the weak hands sell.... The green volume bars say it all. The next move could be explosive. https://t.co/CoAkrCmdyO

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@acinvestorblogMay 21, 2026 · 6:43 PM

$QS +$1.45M net premium as i type https://t.co/Cak207zqEH

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@itscblastMay 21, 2026 · 6:22 PM

TRIM HALF FOR 340% $QS 📈💰 https://t.co/3N3nyEUYX2

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@itscblastMay 20, 2026 · 6:18 PM

🚨 $QS 8.5c 05/22 at 0.05 McD or Steak Dinner Lotto

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@cobraalertsMay 11, 2026 · 3:56 PM

$QS 9 CALL 5/22 @ .31 🐍🚨

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@itscblastMay 1, 2026 · 1:53 PM

🚨 $QS 7.5c 05/01 at 0.10 McD or Steak Dinner Lotto

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@investmentguru_Apr 24, 2026 · 1:18 AM

$QS went full rollercoaster today After posting a Q1 2026 earnings beat — loss of $0.16/share vs. $0.18 expected, narrowed from $0.21 a year ago — the stock surged as much as 32% at the morning high before giving back nearly all those gains, closing up just ~1.4% , a classic “buy the rumor, sell the news” flush. The real story isn’t the loss — it’s the optionality expanding beyond EVs: management is now eyeing AI data centers, aerospace, and military as new markets for its solid-state battery tech, and added former U.S. Air Force Chief Scientist Dr. Mark Maybury to its Strategic Advisory Board . Meanwhile, the Eagle Line is installed and producing initial QSE-5 cells, with AI models integrated into the line to improve cell quality and reliability — Q2 is when customer sample shipments ramp. With $904.7M in liquidity on the balance sheet , QS has plenty of runway to execute. Pre-revenue, high-risk, high-reward — but the TAM is quietly expanding from EVs to defense and AI infrastructure. Watch for customer design-in announcements as the real catalyst. Not financial advice.

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@investmentguru_Apr 22, 2026 · 8:32 PM

$QS just dropped a strong shareholder update — and the story is getting more interesting 👀 • Eagle Line is live → pilot production up and running, producing QSE-5 solid-state cells • AI integration in manufacturing → improving quality, reliability, and scaling efficiency • Volkswagen + multiple OEMs → moving into real-world field testing phase • New partnerships (Murata, Corning) → building global supply chain for mass production • Expansion beyond EVs → AI data centers, defense, aerospace, grid storage Big picture: This is no longer just R&D — it’s transitioning toward commercialization + real production scaling Financials still show expected burn: • ~$100M quarterly net loss • ~$900M liquidity (strong runway) • Customer billings starting to come in Key takeaway: QuantumScape is positioning itself at the center of the next-gen battery revolution — EVs + AI infrastructure demand could be massive tailwinds. https://t.co/EzYZasyBVs

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@investmentguru_Apr 9, 2026 · 11:08 AM

$QS and $TE best risk reward long term

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@investmentguru_Mar 30, 2026 · 10:38 AM

$QS hit all four of its 2025 goals — baselining the Cobra manufacturing process, shipping Cobra-based QSE-5 cells to partners including Volkswagen/PowerCo, installing the Eagle Line, and expanding its commercial ecosystem to include Murata and Corning alongside two new global OEMs. Full-year 2025 adjusted EBITDA loss narrowed ~10% YoY to $252.3M, with 2026 guided at $250–275M — essentially flat, signaling disciplined cash management. $970.8M in liquidity provides a multi-year runway. The company is pursuing a capital-light development-and-licensing model — meaning it doesn’t need to build gigafactories itself to generate revenue. The bull case is a licensing royalty stream across every major EV OEM if the technology scales. The bear case is that solid-state batteries have been “almost ready” for a decade and commercialization timelines keep slipping. This is the longest-duration bet on this list — a 5–7 year technology adoption play. Not financial advice. DYOR.

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@investmentguru_Mar 24, 2026 · 10:46 AM

$QS is starting to shift from story → execution First real milestone: $19.5M in customer billings in 2025 — marking the transition from pure R&D to actual revenue generation. That’s a big psychological and fundamental shift for the company On top of that: •Expanded partnerships, including up to $131M in potential development payments from Volkswagen’s PowerCo •Added two new global automotive OEMs •Launched the Eagle Line pilot facility → a key step toward scaling solid-state battery production This isn’t just a concept anymore — it’s slowly building the manufacturing blueprint. If execution continues, $QS could move from speculative to a next-gen battery leader Early stage still… but the pieces are starting to come together. DYOR, not a financial advice

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@investmentguru_Mar 17, 2026 · 3:27 PM

$QS QuantumScape is building solid-state lithium-metal batteries using a proprietary ceramic separator, and it just inaugurated its Eagle Line pilot production facility on February 4, 2026. More importantly, it generated $19.5 million in first-ever customer billings for full-year 2025, a small but symbolically significant number for a company that has never had product revenue.

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@investmentguru_Feb 20, 2026 · 3:34 AM

$QS setup is good

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@investmentguru_Feb 19, 2026 · 2:24 AM

$QS QuantumScape is quietly building what could be a major EV battery breakthrough. 🔋 QSE-5 Solid-State Specs: • 844 Wh/L energy density • 10%–80% charge in 12.2 minutes Compare that to traditional lithium-ion batteries averaging 300–700 Wh/L and 20–60 minute fast charging. That’s a serious leap in efficiency and performance. Yes — solid-state is more expensive and harder to manufacture. But that’s where the real story is unfolding. With backing from its largest investor, Volkswagen, QuantumScape is upgrading from its Raptor separator process to the newer Cobra process — targeting: • Higher reliability • Better yields • Improved scalability Even more interesting: instead of building massive gigafactories alone, QS plans a capital-light licensing model, allowing automakers to manufacture using its tech. That could significantly improve margins and long-term profitability. If commercialization hits successfully: • Re-rating as a hypergrowth battery leader • Potential strategic partnerships or even takeover interest • Multibagger potential But make no mistake — volatility will remain high until revenue scales. High risk. High reward. Battery revolution takes patience. Not financial advice

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@investmentguru_Feb 12, 2026 · 3:24 PM

$QS buying opportunity for Long Term, IMO

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@ftr_investorsFeb 9, 2026 · 11:38 AM

$QS QuantumScape launched its Eagle Line pilot production line in San Jose, marking a key step toward scalable manufacturing and commercialization of its solid-state lithium-metal batteries for customer testing and future mass production.🔋🚀 https://t.co/mXmXvr2F7y

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@investmentguru_Feb 3, 2026 · 3:47 PM

$QS long term buying opportunity

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@investmentguru_Jan 30, 2026 · 8:20 PM

$QS buying opportunity for long term, IMO

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@investmentguru_Jan 23, 2026 · 12:06 PM

$QS one of the best solid state battery play in this market, IMO

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@investmentguru_Jan 22, 2026 · 1:46 AM

$QS is buying opportunity IMO

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@investmentguru_Jan 7, 2026 · 1:27 AM

Factorial Energy’s IPO: What It Means for $QS & $SLDP The solid-state battery race is entering a new phase. Factorial Energy plans to go public in mid-2026 via a SPAC merger, raising ~$100M and valuing the company near $1.1B. While this doesn’t immediately disrupt existing leaders, it accelerates momentum across the entire solid-state battery sector. This isn’t a zero-sum game. Factorial’s IPO could lift the entire solid-state battery theme, pushing faster adoption timelines and more capital into the space. $QS = clearer roadmap, higher visibility, higher expectations $SLDP = steady execution, strong OEM ties Factorial = high-potential newcomer with strong partners, higher risk The real winners will be determined by who scales first, reliably, and at cost. The race is officially on.

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@investmentguru_Jan 5, 2026 · 12:08 PM

$QS one of the best risk reward play for 2026

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@investmentguru_Dec 24, 2025 · 1:32 PM

$QS QuantumScape is quietly building the backbone of the EV revolution — from the battery up. ⚡️ The company is developing solid-state lithium batteries designed to deliver higher energy density, faster charging, and improved safety. While QS remains pre-revenue, 2025 marked a clear inflection point in execution and credibility. In June, QuantumScape announced a major manufacturing breakthrough with its new Cobra process. Compared to the earlier Raptor system, Cobra is roughly 25× faster and far more compact — a critical step toward scalable, cost-effective production. That momentum continued into Q3 with the start of B1 sample deliveries, an important milestone as multiple automakers begin real-world evaluation of QS cells. QuantumScape’s technology also took center stage at the IAA Mobility Show in Munich, where it unveiled a Ducati V21L motorcycle, powered by QSE-5 solid-state cells, in partnership with Volkswagen. Beyond VW, the company signed two new joint development agreements with major global automakers and expanded partnerships with Corning and Murata Manufacturing to scale ceramic separator production — one of the most critical components in solid-state batteries. For the first time, QuantumScape reported $12.8 million in customer billings during Q3, signaling early commercial traction. Meanwhile, core equipment for the Eagle Line pilot facility in San Jose is now fully installed, bringing the company another step closer to full commercialization. Still early. Still high risk. But the pieces are coming together — and QuantumScape is steadily moving from promise to proof.

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@stocksavvyshayDec 17, 2025 · 12:08 PM

$QS signed a joint development agreement with a top-10 global automaker. It hits the company’s 2025 commercial engagement milestone and signals real OEM buy-in. https://t.co/awo2q57HMP

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@investmentguru_Dec 17, 2025 · 2:32 AM

My Favourite Battery Plays: $EOSE and $QS stand out as two compelling ways to play the future of energy storage—each attacking the problem from a different angle. $EOSE A near-term commercialization story focused on long-duration energy storage. As grid stability, renewables integration, and energy security become priorities, EOSE is positioned to benefit from utility-scale demand, domestic manufacturing, and policy tailwinds. Execution matters here, but the upside is meaningful if deployments scale. $EOSE = nearer-term revenue + grid-scale demand $QS A true next-gen battery disruptor. Solid-state technology has the potential to change EVs and energy density standards with higher safety, faster charging, and longer life. QS is a longer-duration bet, but if the tech delivers, the payoff could be massive. $QS = long-term, high-impact technology breakthrough

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@techfund1Oct 29, 2025 · 9:39 AM

Goldman sell thesis on battery tech name $QS "The company has made progress recently in a handful of areas, including with the start of shipments of the QSE-5 B1 samples, the use of its cells for a demonstration in a Ducati motorcycle, agreements with Murata and Corning to potentially support future volume, and engagements with two additional OEMs beyond VW/PowerCo that management hopes will eventually lead to additional commercial licensing agreements. However, we maintain our Sell rating on the stock as several fundamental risks remain in our opinion that we don’t believe are re fl ected in the current stock price, including a long time to market (we now assume more meaningful revenue starting in 2030 compared to 2028 prior to better re fl ect commercial product development timeframes), a diminished degree of di ff erentiation with QSE-5 compared to the initial QuantumScape targets and also to conventional lithium ion batteries (especially with recent progress on battery tech including from companies like BYD and CATL), and a tougher EV industry environment. Based on our view of the market demand and costs for these higher-end cells (and what we believe is fl exibility for VW/PowerCo on how much it uses this technology), we estimate that non-GAAP EBITDA losses will continue through at least 2030. We’d look for evidence of meaningful incremental demand (i.e. the number of customers and also the amount of volume they may use) to potentially be more neutral or positive on the stock."

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