Replies to post #756 on Giga Factories and Battery Companies

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I am undecided, but I think I will sell 20% to 30% end of August, before everyone sells for College tuition. or the next earnings

If a big gap happend maybe sell half and reenter on the dip.

I think we will be pleased with the earnings.

SLDP is the day before, I would have liked theirs to be a week after ampx and I would sell some ampx and put in sldp before their earnings but that plan got shut down early.

Nibling on SES

You, being into solar I am surprised you are not in TE1.
https://investorshub.advfn.com/T1-Energy-Inc-TE-39893

I think I will sell some ampx after earnings call, reenter late June.

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soilid power uses their own AI according to grok
https://x.com/i/grok?conversation=2050974779788693694

Is SES AI and Solid power competing in the AI space?
https://s202.q4cdn.com/841762012/files/doc_presentation/2026/2026_03_25-IBS_Amir_Taqieddin.pdf

https://www.solidpowerbattery.com/investor-relations/events-and-presentations/default.aspx


All theses companies farm out the battery production now?
AMPX, sldp, ses, hpqff?

And fryer battery which is now TE1 went into solar.

Eveyone figured out it is hard to make batteries at large scale. I wonder what the reject rate is for batteries at Nanotech Energy private company be impossible to find out.

[TradingCharts]

Tom, said he was testing new supliers, both in California and would make sense.

https://www.linkedin.com/posts/berdichevsky_i-helped-design-the-original-tesla-battery-share-7461039822099427328-j7rv/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg


https://www.linkedin.com/company/sila-nanotechnologies-inc-/about/


https://www.silanano.com/applications/cell-manufacturing