Q: Would you agree that an investor has to buy things that are speculative in order to find multi baggers early on? People who were early to the AI market likely had several go to zero and don't care if they hit on Nvidia as an example. I'm asking because I know that Google is in the Quantum field but should an investor consider a basket of stocks like IONQ, D-Wave, Quantum Emotion and BTQ knowing that some will be worthless and some may sky rocket? If an investor was willing to effectively gamble on $10,000 would you concentrate your bet or spread it around? Lastly, which are your three best bets among those I listed?

Thanks

Q: May I have your thoughts on the “updated collaboration agreement” between Power Co. SE (Volkswagen) and QS? It seems the agreement has expanded up to 260 million USD from 130 million. According to QS some payments will be received in 2025. It appears to me that sales are anticipated. Profits and positive cash flow are likely still off in the distance. Is the company being de-risked? The stock is down today, possibly more was expected or we are seeing “Buy on rumour sell on news” reaction. Any thoughts you have would be appreciated.
Jim

Q: QS's share price is up 17% today. Today they "...announced a major milestone in the scale-up of its production capabilities:..". Not sure if the announcement warrants the share price bump-up. I am finally positive, having bought shares on the way down.
My question...Is the company getting de-risked with this announcement? I ask because I am contemplating buying more shares. My weighting is under 1% currently. Any thoughts you have would be appreciated.
Regards,
Jim