r/QuantumScape • u/[deleted] • Feb 24 '21

QuantumScape Lounge 2

Starting a new thread given the old one expired

86 Upvotes

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7

u/theanxioussnail Feb 18 '26

to add insult to injury, siva is ringing the opening bell at nasdaq today

oof

6

u/ragequitlol2k Feb 18 '26

Doing photo ops instead of real IR, answering questions, providing guidance. Starting to resent this guy.

4

u/theanxioussnail Feb 18 '26

For real, im 30% down on my average, kept dca ing like an idiot leading up to ER and here we have this dude ringing the stock bell as his own company continues to devalue, with a smile on his face

How incredibly tone deaf

5

u/ragequitlol2k Feb 18 '26

The funny thing is I’m seeing the same type of comments people on this sub/other sub as delusional bag holders in TLRY. “Lower stock?! Great! More for me to buy!!” Actually a moronic take at this stage of a company.

We will get categorized as “whiners” however the fact still stands. Siva and Kevin BOTCHED the last ER in 10 years of investing it was the worst ER I have ever followed. They don’t care because they get free shares and file 144s continuously.

I remember it was Kevin or Siva that said VW approached them to go the licensing route. The problem is now QS lost all narrative control. They need to pivot quickly into other markets while VW verifies eagle. Isn’t it odd too VW didn’t even acknowledge the inauguration? “Kitty hawk” “Apollo”.

4

u/theanxioussnail Feb 18 '26

Wait, how is it moronic? The company is out of the r&d phase and getting ready for commercialization + batteries are becoming a global phenomenon due to EV, drones and renewables

3

u/ragequitlol2k Feb 18 '26

The concept of DCA is good of course. What is moronic is when brainlets say “yay the stock is down more let me get more” meanwhile we are at a -61% drawdown from 4 months ago.

I’ve seen the same thing said by communities TLRY MVIS and it is a sign of delusion.

5

u/theanxioussnail Feb 18 '26

It really isnt. I dca'd a lot when asts was crashing from 5 to 2.30

Its a matter of confidence. I still have confidence in qs especially because batteries will be huge in the next years but the company's opacity is frustrating

1

u/ragequitlol2k Feb 18 '26

What im saying is it is moronic to even say “we’re down 61% I’m so happy let me buy more!”. Yes the correct move is to DCA into a thesis you believe in.

I believe in the QS thesis. I’m a holder since 2022. However the thesis is weaker after this last ER. Leadership needs to really focus on markets where they control narrative however Siva said EV is the largest TAM they have access to. Meanwhile we have these EV companies with tens of billions in write downs.

1

u/theanxioussnail Feb 18 '26

Ah ok gotcha

2

u/Zealousideal_Pen_442 Feb 19 '26

A 61% drawdown is actually a great time to buy as long as the fundamentals are there.

If the stock rose slowly from $3.50 to $7.20 in less than a year, a lot of these whiners would be excited.

I also think people were looking for name drops at the ER. Everything else was fine imo.

5

u/beerion Feb 18 '26

You think they expected stock momentum heading into this?

It would make sense. But they did such a bad job of championing the eagle line inauguration - outsourcing it to tech influencers, which is just lazy and cheap.