The Weekly Buzzing Stocks by Billy Kawasaki
QuantumScape
QS-N
TOP PICK
Jun 26, 2025
QuantumScape (QS) is a company at the forefront of the energy storage industry. Specializing in the development of solid-state lithium-metal batteries, the company aims to revolutionize electric vehicle (EV) energy storage. By providing batteries that offer higher energy density, quicker charging times, and longer lifecycle than traditional lithium-ion batteries, QuantumScape aspires to become a game-changer in the EV market. However, as an emerging company in a highly competitive and fast-evolving sector, QuantumScape’s stock performance remains closely watched by investors. Social media mentions are up 2470% in the past 24h.
Strategy to play their lock-up period ending It shot up before Christmas, then collapsed on bad headlines related to SEC filings and a reverse merger with another company which created 100 millions of shares. Then QS planned to sell a ton of those shares, but in reality no lock-up expired. It's since pulled back to the mid-50s, and he likes it now.
EV SPACs are facing more scrutiny from aggressive short-seller. Yesterday, a short-seller accused QS of being a pump-and-dump scam, but didn't mention sources of information. QS defends itself as being highly transparent and stands by all its published data. The CEO even did a webcast to defend themselves today.
So many chased these EV SPACs to find the next Tesla. Many some will be gems, but for now the whole sector has collapsed. QS was one of the better SPACs, but their projections are aggressive and don't account for failure. Shares are down 76% from highs.
It went public in Nov. 2020, a time when anything EVs rallied. This jumped 50% when it IPO'd. Hype. Then, shortsellers called it a scam. The company hasn't made money or profits. No revenues. By late 2022, shares were obliterated along with many EV shares of this era like Lordstown Motors.
QuantumScape (QS) is a company at the forefront of the energy storage industry. Specializing in the development of solid-state lithium-metal batteries, the company aims to revolutionize electric vehicle (EV) energy storage. By providing batteries that offer higher energy density, quicker charging times, and longer lifecycle than traditional lithium-ion batteries, QuantumScape aspires to become a game-changer in the EV market. However, as an emerging company in a highly competitive and fast-evolving sector, QuantumScape’s stock performance remains closely watched by investors. Social media mentions are up 2470% in the past 24h.