2 Electric Vehicle Stocks That Could Make You Rich

Core Insights - The electric vehicle (EV) industry is rapidly expanding, presenting investment opportunities across various sectors including traditional automakers, charging infrastructure, battery companies, and suppliers [1] Group 1: QuantumScape - QuantumScape is a leader in solid-state lithium-metal battery technology, which promises faster recharging, longer range, enhanced safety, and lower costs for EVs [3] - The company is transitioning from a research-focused entity to generating initial revenue by early 2026, which could attract more institutional investment [4] - QuantumScape has begun shipping B1 samples of its QSE-5 cell, marking a significant milestone towards commercial production [5] - A joint venture with PowerCo will allow for the mass production of QuantumScape's battery technology for approximately 1 million vehicles annually, generating royalty payments [6] Group 2: Ferrari - Ferrari is positioning itself as a significant player in the EV market by investing in hybrid vehicles rather than fully committing to electric vehicles, with hybrids accounting for 43% of shipments in Q3 2025 [8] - The company enjoys high demand and pricing power, which mitigates profitability concerns often faced by other automakers transitioning to EVs [9] - Ferrari's operating margins have consistently risen, indicating strong competitive advantages in the market [9] Group 3: Investment Perspectives - QuantumScape presents a high-risk, high-reward investment opportunity as it could be the first to mass produce solid-state batteries, potentially leading to substantial long-term returns [11] - Conversely, Ferrari offers a more stable investment approach, balancing shipments between profitable internal combustion engine supercars and hybrids, while preparing to launch its first full-electric vehicle [12]