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....Read more

The "Molecular Pencil": Why Beam's Technology is Built to Win The investment thesis in Beam Therapeutics is a long-term, high-conviction bet on a fundamental technological shift in genetic medicine. While first-generation gene editors like CRISPR-Cas9 function as "molecular scissors," they are an inherently disruptive tool.Read more

Following a landmark earnings report, a new "800-pound gorilla" has been uncaged. We analyze the three-part moat that has de-risked IonQ’s "100-Bagger" thesis.Read more

Kodiak AI - a potential 100 bagger opportunity? Investment Analysis: Kodiak AI, Inc.Read more

Alphabet, the parent company of Google, has consistently demonstrated its prowess in innovation and strategic foresight. While the recent quarterly results have showcased impressive financial performance, it's the company's relentless pursuit of long-term value creation that truly sets it apart.Read more

Berkshire Hathaway: A Fortress of Financial Strength Berkshire Hathaway, the investment conglomerate led by the legendary Warren Buffett, has long been admired for its disciplined investment strategy, long-term focus, and unwavering commitment to shareholder value. As the company prepares for the eventual transition of leadership to Greg Abel, it's essential to examine its financial strength and prospects for continued success.Read more