Positions and Affiliations - Jason Hall holds positions in QuantumScape including long January 2026 $7 calls and short January 2027 $5 puts [1] - Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services [1] - The Motley Fool and Tyler Crowe have no positions in any of the mentioned stocks [1]

Investment Strategy - The investor focuses on long-duration growth opportunities and balances the portfolio with low-volatility dividend-paying stocks [2] - The investor prioritizes fundamental analysis, emphasizing business and strategic perspectives, and evaluates financial performance and intrinsic value relative to stock price [2] - The investor seeks high-quality companies with reasonable valuations rather than deep discounts, as excessively cheap stocks may indicate underlying issues [2] QuantumScape (QS) Investment - QuantumScape's stock experienced significant volatility, rising from around $5 to over $9 per share shortly after the investor's bullish call [3] - The investor holds a beneficial long position in QuantumScape through stock ownership, options, or other derivatives [3]

Core Insights - QuantumScape and NuScale Power are both attempting to disrupt traditional energy sectors with innovative technologies, focusing on solid-state batteries and small modular reactors respectively [1] - QuantumScape's stock has significantly declined from its peak, while NuScale's stock has shown resilience and growth [2] QuantumScape Overview - QuantumScape is developing solid-state lithium-metal batteries that promise higher energy density and faster charging times compared to traditional lithium-ion batteries [3][4] - The company is not expected to generate revenue until 2026, with projected net losses of nearly $500 million annually from 2024 to 2026 [6] - QuantumScape's production ramp-up is contingent on upgrading its manufacturing process, which is expected to be completed by 2025 [5] - The company faces intense competition from other firms and established automakers, contributing to a significant drop in its stock value [7] NuScale Power Overview - NuScale is the only company with small modular reactors (SMRs) certified by the U.S. Nuclear Regulatory Commission, allowing for easier deployment in various locations [8] - The company aims to achieve cost-effectiveness by developing reactor clusters that generate at least 77 megawatts of electricity, with certification expected in 2025 [10] - Despite ambitious plans, NuScale has faced financial challenges, leading to layoffs and the cancellation of a reactor construction project [11] - Recent developments, including new supply agreements and government funding, have positively impacted NuScale's stock performance [12] Financial Projections - Analysts predict NuScale's revenue will remain flat at $23 million in 2024 but could surge to $102 million in 2025, although it remains unprofitable [13] - QuantumScape's enterprise value is currently $1.9 billion, while NuScale's is $2 billion, reflecting a high valuation relative to expected sales [7][13] Investment Outlook - NuScale is viewed as a more favorable investment due to its revenue generation, lower competition, and clearer growth catalysts compared to QuantumScape [14]

QuantumScape - QuantumScape is developing solid-state lithium-metal batteries that could significantly enhance energy density, charging times, and safety, potentially revolutionizing the battery industry [2][6] - The company has made progress towards commercialization, with equipment for the second phase of sample production delivered and set for initial processing in 2025 [3][6] - A significant agreement with Volkswagen Group's PowerCo allows for the manufacturing of up to 40 GWh per year using QuantumScape's technology, with the option to double this capacity [4][5] - The nonexclusive nature of the deal opens opportunities for additional partnerships, which could further enhance QuantumScape's market position [5] Rivian Automotive - Rivian is not expected to replicate Tesla's success but aims to establish a valuable niche in the electric vehicle market, with its R1T and R1S models receiving high customer satisfaction ratings [7] - The company has future products in the pipeline, including the R2, R3, and R3X, all priced below $50,000, which will broaden its target audience [8] - Rivian anticipates becoming gross-profit positive in Q4, indicating a potential path toward profitability, although this is still years away [9] - The company has secured a deal with Volkswagen worth up to $5.8 billion to develop next-generation software-defined vehicles and received a conditional commitment for up to $6.6 billion in loans from the U.S. Department of Energy for its Georgia factory [10] Investment Outlook - Both QuantumScape and Rivian are characterized as high-risk, high-reward investments, with the potential for significant value if they meet their respective goals [11] - 2025 is seen as a pivotal year for both companies, with QuantumScape focusing on finalizing its technology and Rivian preparing to launch its vehicle pipeline in 2026 [12][13]

Shares of electric vehicle (EV) and related stocks Lucid Motors (LCID 3.33%), QuantumScape (QS 3.68%), and Navitas Semiconductor Corporation (NVTS 14.88%) rallied today, up 3.3%, 3.7%, and 14.9%, respectively, in Monday's trading.The commonality among all three stocks is their leverage to the EV and clean energy markets. Such stocks have taken a pounding this year, at first because of the big slowdown in EV sales amid higher interest rates. And these stocks took another severe downturn recently after the el ...

Like any other millionaire-making stock pick, this one requires a risky leap of faith to achieve the massive gains some investors are hoping for.What's the secret to finding mega-winner stocks like Amazon and Nvidia before they soar? It's not a secret. You just need to spot a company that's uniquely positioned to capitalize on a real opportunity before most other investors do the same.Problem? It's much easier said than done. For every Amazon and Nvidia out there, there are also a bunch of high-profile impl ...

Electric vehicles (EVs) aim to transform transportation. However, like any groundbreaking technology, EV batteries have hurdles to overcome before EVs become widely adopted. Some common criticisms of EVs center around their long charging times and shorter driving range compared to gas-powered vehicles.That's where QuantumScape (QS 2.38%) comes in. The company is dedicated to engineering batteries that overcome the obstacles current lithium-ion batteries face and make EVs more appealing to consumers. Earlier ...

QuantumScape NYSE: QS is a developer of solid-state battery technology, and the company has experienced a significant share price decline of 27.05% year-to-date. This downturn raises questions about the company’s future, creating a compelling opportunity for investors to assess whether QuantumScape is a hidden gem or a risky gamble.  Get QuantumScape alerts:The Promise of Solid-State: A Quantum Leap for EVs? QuantumScape TodayQSQuantumScape$5.06 -0.02 (-0.39%) 52-Week Range$4.65▼$10.03Price Target$6.26Add ...

Huge progress toward commercialization and a big partner to help fund manufacturing.In this video, Motley Fool contributors Jason Hall and Tyler Crowe take a closer look at the latest from QuantumScape (QS -0.61%) and how it's quietly making big progress toward commercial success.*Stock prices used were from the afternoon of Nov. 5, 2024. The video was published on Nov. 14, 2024. ...

Uncertainty around clean energy incentives and rising interest rates punished these clean energy leaders.Shares of clean energy leaders QuantumScape (QS -4.16%), SolarEdge (SEDG -10.53%), and Sunnova Energy (NOVA -2.87%) plunged on Tuesday, falling 4.4%, 10.5%, and 3% through Tuesday trading.QuantumScape is an early-stage next-gen electric vehicle (EV) battery producer, SolarEdge is a rooftop solar inverter company, and Sunnova is a solar energy services company that offers long-term power production agreem ...