$金字火腿(002515.SZ$ 烂货,每天就是跌
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$Upstart(UPST.US$ 要不要割肉啊,天天这样跌
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A股转新股转美股
评论了
$QuantumScape(QS.US$ 口没遮拦的人,人缘一定很差,嘴中言少,自然祸少。腹中食少,自然疾少。心中欲少,自然忧少。身上事少,自然苦少。大悲无泪,大悟无言。缘来要惜,缘尽就放。好好修身养性,学会做人,要学会尊重别人,才是尊重你自己,才是大智慧。
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$QuantumScape(QS.US$ 公布信息什么的都不及一个大摩的评级影响大
2
A股转新股转美股
赞了
$QuantumScape(QS.US$ QS long fwiw.
My fear is this could be an Orbital Engine Direct Fuel Injection scenario all over again. They had the best system, defended their patents (it cost Johnson/Evinrude dearly). Everyone danced with them & patented around their patents. They pivoted & went into the UAV niche. The big 3 or insert number didn't want to be THAT beholden to Orbital given they used an air-pump as well.
My gut tells me QS has the best battery tech bar none, & that is just me self educating on how all this stuff works.
Why would VW w/ their German business mindset didn't bet the farm on them without a reason? If QS stumbles, they have what for a fall back?
My guess is QS has a greater play in E-VTOL with its quick charge, great energy density, & other benefits that become even more mission critical for these flying machines. Waiting to see one of those Players to team up with QS. FAA certification of their battery? Worth its weight in platinum imho, no one will have it. A Tangent market who demands such performance & their checks don't bounce ? Mil-Spec, think about that market fir a second...
My fear is this could be an Orbital Engine Direct Fuel Injection scenario all over again. They had the best system, defended their patents (it cost Johnson/Evinrude dearly). Everyone danced with them & patented around their patents. They pivoted & went into the UAV niche. The big 3 or insert number didn't want to be THAT beholden to Orbital given they used an air-pump as well.
My gut tells me QS has the best battery tech bar none, & that is just me self educating on how all this stuff works.
Why would VW w/ their German business mindset didn't bet the farm on them without a reason? If QS stumbles, they have what for a fall back?
My guess is QS has a greater play in E-VTOL with its quick charge, great energy density, & other benefits that become even more mission critical for these flying machines. Waiting to see one of those Players to team up with QS. FAA certification of their battery? Worth its weight in platinum imho, no one will have it. A Tangent market who demands such performance & their checks don't bounce ? Mil-Spec, think about that market fir a second...
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