Jun. 21 at 5:19 PM
$QS $HMC $TSLA If Tesla gets involved and some discussion comes out, I really think this will change the whole game. But we also have to be real: Tesla is ahead in the battery and energy game, so it's hard for Tesla to look at QuantumScape for now.
Nissan and
$F, I think, have a heavy chance. With
$GM in the rumors, we have a much better list.
Now, after VW and Honda, the next should come easy because grabbing the EU and Asia's biggest OEMs is not a small brag to have under your belt. Walking into a room with the next OEMs should be an easy conversation now.
Last time we saw
$18. Macro sentiment broke the whole momentum.
@SilbergleitJr and I are not worried. We will climb that soon this year. So a re-rate is coming, we feel, and this time it will break
$18!
