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QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....

Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.

China Automotive Systems, Inc. (NASDAQ: CAAS) delivered a strong top-line performance in Q1 2025, showcasing the momentum behind its strategic shift toward electric power steering (EPS) solutions.

Assuming Tesla successfully competes with Uber in all markets with 10 million robotaxis and produces 10 million Optimus robots per year by 2030, while its EV business follows its current trajectory, a reasonable share price estimate is approximately $2,500, implying an $8 trillion market cap. This assumes significant execution success, 30–50% robotaxi market share, and Optimus adoption.

Ignoring politics and the media circus around this company, I look at what I think is it's closest competitor: Hyundai. Deliveries in 2024/2025: Hyundai delivered 7.23 million vehicles Tesla delivered 1,789,226 vehicles But Tesla markets itself as more than a car company; saying that its future is in robotics, AI and robotaxis.

Stellantis is an underappreciated gem in an out-of-favor market. Recent layoffs at their Michigan plant unrelated to tariffs have only compounded the malaise brought on by recent whiplash trade policy changes.

As of April 12, 2025, Tesla (TSLA) is facing a pivotal moment shaped by both market dynamics and internal performance metrics. The stock is currently trading at $252.31, exhibiting bearish momentum as it remains below its 50-day ($294.76) and 200-day ($289.99) moving averages.

It's just a car company. Level 4 autonomy is not going to be achieved for now while Elon Musk continuously insinuates that Level 5 autonomy will be available soon.

The true definition of a "Bullish Signals" is sometimes played out to Truly Be a Bearish Signal. Tesla is one that proves that controlling the media can truly bring any company to where they are.