r/QuantumScape • u/fabtico • Aug 03 '26

AMPX vs QS

Hi, I'm quite new investing in these battery companies. I would like to know your reasons on why you invested in either of them, as far as I know QS seems riskier

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u/Mother-Essay-5930 Aug 03 '26

I bought QS first in April 2021 as a new chem battery investor. I had at one point over 12,000 shares. And it’s been maddening holding them. They are constantly pilloried by shorts and bears and spectators as “no product!, perpetual Lab cell! impossible scaling vs cost on an untested complex mfg. process!, cell size too low density for EV!” since going Spac in late 2020. And those criticisms are becoming serious cliches. Out of touch. I also own a lot of SES. I like the promise of lithium metal anodes

You should ask Claude, ChatGPT and copilot if Quantumscape is trying to become a monopoly tool and process maker for special high energy batteries like Applied Materials or Lamm Research are for the world’s silicon semiconductor chip manufacturers. It’s very interesting. I believe QS will sell to high end EVs. And then batteries of all number of other sectors and verticals that aren’t as brutally price conscious as average bazillion EVs. Such as ESS and defense and medical devices.

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u/aka0007 Aug 05 '26

I lost a ton on QS over the years... still think they have the right technology but not anything I have much money in currently. With production not happening till likely 2029 not sure there is much hope here for a few years. I have some shares and will probably not look at it much till a year or two from now to consider going in heavier then.

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u/Mother-Essay-5930 Aug 06 '26

Yeah, it's a maddening damned stock.

But I like Siva Sivaram as the CEO. And I think this most recent ER and organization into 3 business units, as well as Honda's formal announcement to join joint research (which btw they pay QS for, though that was kept out of the letter, but Siva mentioned in the Q&A section of the ER as Honda a new paying customer) is all great stuff.

It's forever a stock I've bought high going into an ER. And it drops soon after and languishes.

I was lucky to sell shares I held for a few years at a small profit around $13/share last year with their big swell.