I spend a lot of time watching the various solid state developers for news but don't currently have any positions. I am watching Toyota, intrigued by their battery claim. Investing in Toyota makes sense; you basically get the possible battery breakthrough at essentially zero risk. Couple that with their hybrid options and ICE offerings keeping the company profitable until they eventually (?????) deploy their new battery tech provides a less risky option. Picking a winner in the pure solid state crowd is much more difficult.
Note: Toyota looks like the savviest of the bunch for their position that pure EV adoption was premature. Hybrids are the market segment that's currently sustainable. If they do delivery on their claim, assuming cost is competitive they look like a winner. Now they have to deliver on the battery tech. (no small feat)
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