u/Noseknowledge

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-53.2%
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -53.2% Long Return -53.2% Short Return -
Average Return
7d -3.1%
30d -21.5%
90d -42.7%
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Thesis
Theme
Source
Long
Jan 03
$11.06
-53.2%
Anode-free solid-state tech, 2028 consumer production, partnerships/cash support long run
QuantumScape's solid-state ceramic separator allows removal of the anode, enabling lithium plating without dendrites and opening higher energy density beyond NMC. Its planned semi-solid-state battery will have 50% better energy density, 800 fast-charge cycles at 4C+, better cold performance, and lower fire risk, with initial consumer production by 2028. Partnerships with Murata and Corning plus about $1B cash let the company focus on technology and production planning, and the author sees a 10-year roadmap that could keep it at least two years ahead.
Batteries & Storage
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u/Noseknowledge has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: QS.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology