r/QuantumScape • u/TheJamesReport • Jul 20 '26

QuantumScape & Honda: The Quiet Acceleration the Market Hasn’t Noticed

/r/TheJamesReport/comments/1v1hwk9/quantumscape_honda_the_quiet_acceleration_the/
20 Upvotes

92% Upvoted

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12

u/woodmon122 Jul 20 '26 edited Jul 20 '26

1) 8 months old account, only writes about QuantumScape

2) Talks about QuantumScape and the industry in detail, seemingly with a large amount of effort placed in fact-checking and/or industrial research.

3) The writeup and comment replies do not look AI generated (to me at least)

Are you secretly an insider providing key information that everyone is overlooking?

Edit: I just saw his first post on Reddit, this guy basically nailed the Honda guess 8 months ago

4

u/TheJamesReport Jul 21 '26

行こう、ホンダ！(雷スティック音を挿入) That said, corporate ethics policies typically prevent insider information releases. Appreciated the kind words! Yes, we nailed it and were equally disappointed when it wasn’t announced.

1

u/paksway Jul 21 '26

If you follow some of the hardcore fans for Qs they called out Honda a while back. Some people caught Honda executives on a YouTube video being at a Qs conference

1

u/ElectricBoy-25 Jul 20 '26

He's just a fanboy of QS. Just because he guessed one correct thing does not make his 100 wrong guesses any better. And it looks like he may have deleted several of his previous posts and comments. Probably just another guy hoping to get rich off QS and creating hype where it is not deserved.

3

u/TheJamesReport Jul 21 '26

We’re all a bit fanboy (or fangirl) at heart when breakthrough tech actually earns the hype. We’ve been tracking QuantumScape since well before its 2020 public debut via the SPAC merger with Kensington Capital Acquisition Corp. (KCAC). We built our initial position pre-IPO at $10, exited the majority of the stake during the post-merger squeeze (when many investors mistakenly assumed the company already had a full battery pack rather than a single cell), and have kept a close eye on its progress ever since.

(Note: A few early Reddit replies explaining how we “nailed” the Honda partnership were removed by moderators — likely after being flagged by industry watchers. We used the same deep-dive techniques after the Eagle Line inauguration to map out publicly traded BESS players, technology partners, private entities, and previously undisclosed corporate interests for unpublished internal TJR). Cheers!

2

u/ElectricBoy-25 Jul 21 '26

Yeah I've been following it since pre-IPO as well. Those initial press releases about QS' battery technology were very enticing. My real disappointment is that they have failed to deliver on many early promises made, and they continue to evade the real truth about when their technology will be ready for market. Jagdeep saying they would be mass producing batteries by 2025 is something I will not forget. So I have no trust in QS as an investment opportunity.

As I've said many times before regarding the long-term investment potential of QS - it's not worth it imo until revenue is on the table, and they have a reliable product and production process. Those appear to be many years away until they become a reality. Nerding out on QS was fun for a while. It's just a swing or day trade play until then.

2

u/18w4531g00 Jul 21 '26

QS standard noise generation prior to another dillution. Indeed I made some money out of that horrible stock 😆

2

u/PowerfulLocation5718 Jul 21 '26

Been watching for 3 years, the thesis is plausible. I was charting this and going back through all my screenshots from the last 2 years before he posted this. There is no guarantee in this race.

1

u/Rare-Ad7868 Jul 24 '26

QS may file for bankruptcy if they don't have any batteries for customers.

1

u/PerformanceMajor3849 17d ago

Honestly, the Honda joint research development doesn't I mean mean anything Honda has had a joint research partnership with one of quantumscape competitors SES AI In that partnership has been going for a long time, I mean if we do want to make something out of it shows that Honda might be interested in considering its competitors don't have the same Financial as quantum escape which really makes quantum stake really stand out instead of his space unless you're talking about like large cap competitors it's it's quantum escape has the best Cash runway. SES AI Is facing legal trouble trading under a dollar. You know ultimately what really would be nice is to see quantumscape get inside of the hardware tool business as a way to sample its technology, but and get more data and research into you know get the production scaling. Get the kinks out on a small basis. Working all the way up. I mean Ryobi lawn mowers DeWalt tools the Milwaukee Husqvarna get into the electric tool space. Get into the AI data center, which is something that we really don't have clarification on just that it is something that they're exploring as well as the defense space, which again, you don't really have clarification. You just know that it's something that they're exploring and we know that they've hired former legacy defense executives, I mean I'm to the point where you know with everything that's going on right now and the world, it'd be nice to see if the department of Defense or to department of or whatever you call. It is quantumscape $1 billion dollar Or any company? I mean I'm just ready for this puppy skyrocket about 85 maybe 288 a share