BY ANDREW GIOVINAZZI
July 22nd, 2025
Yo Pit Crazies,
Every time I read a news story about AI, I can’t help but think about the immense amount of power it will require in the future. Naturally, Hans has thoughts on this—but I believe that, eventually, no stone will be left unturned in the search for energy.
There are now various ways to deliver and store energy, and it seems traders enjoy digging through old files to uncover long-forgotten stocks. I do the same, which is why I maintain separate watchlists for different subjects.
The mystery stock above has had 20% intraday moves 3 of the last 4 days. It involves energy, maybe a touch of AI and a good backstory.
This one’s been moving fast and furious—like a house on fire.
Quantumscape Corp (Ticker: QS) is garnering a lot of attention lately
Solid-state lithium batteries could be a game-changer once the technology gets into production mode. They have the potential to make electric vehicles more efficient and revolutionize energy storage across the board. And remember—AI needs power.
One stock I trade in Flash 5, Albemarle Inc. (Ticker: ALB), is up around 50%—though it’s more of a lithium producer. Meanwhile, QuantumScape Corp (Ticker: QS) has surged over 300% from its lows this year.
5 year QS stock chart
A stock making 20% daily moves implies roughly 320% annualized volatility. Yet, its options are only pricing in about 125% volatility—looking undervalued.
In my Pro class last week, I sold some put spreads targeting entry around $9.50.
Now, I believe the better move is to buy calls.
To Your Trading Success,
AG