Industry Development - Lucid Air owners will gain access to Tesla Superchargers starting July 31 [1]

RT Franz von Holzhausen (@woodhaus2)Thank you first responders! Tesla Diner and Superchargers opening soon! https://t.co/mWH4aJpdju ...

RT Tesla Owners Club Hawaii (@teslahawaiiclub)Breaking news! Maui’s first superchargers are LIVE! https://t.co/t2gqQcGb2m ...

RT Tesla Charging (@TeslaCharging)Superchargers are made in America 🇺🇸Congrats Giga New York on building the 600th PSU (Pre-assembled Supercharging Unit) & the 25,000th V4 Supercharger post! https://t.co/ZEkaqgXNxn ...

RT Emiliano Mazzetto 🇧🇷🇮🇹🇨🇦 (@emicimaz)All set for tomorrow, 661 Km from Toronto 🇨🇦 to Muskegon🇺🇸, 1 border crossing, 2 quick stops at @Tesla Superchargers, and I will be there at the @teslaownersmi party! https://t.co/Qlsd0UhyRh ...

Exciting updates for the German Tesla SuperchargersTobi Mülhauser 🍕 (@TobiMuelhauser):Big news for the German Supercharger network 🚀⚡️Tesla has announced the launch of its first two Supercharger sites in collaboration with EDEKA. Both locations are open to all EVs and offer charging speeds of up to 250 kW 🔌📍 Locations:- Offenburg: 6 Superchargers at the new https://t.co/KiikUZcTg0 ...

Supercharger Network Expansion - Tesla surpasses 200 Superchargers in the UAE [1] - Sharjah becomes the first site in the Middle East to use Prefabricated Supercharger Units (PSU) [1]

RT Tesla Europe & Middle East (@teslaeurope)Surpassed 200 Superchargers in the UAE with the opening of Suyoh Mall, Sharjah 🇦🇪This is also the first site using Prefabricated Supercharger Units (PSU) in the Middle East https://t.co/u6pmpal9Pg ...

Core Viewpoint - QuantumScape and ChargePoint are two distinct investment opportunities in the electric vehicle (EV) market, with QuantumScape focusing on solid-state batteries and ChargePoint on EV charging infrastructure [1][2]. QuantumScape - QuantumScape has been developing solid-state lithium metal batteries for 15 years but has yet to commercialize any products, with mass production expected to start in 2026 [4][5]. - The QSE-5 battery is projected to have an energy density exceeding 800 Wh/L and can charge from 10% to 80% in under 15 minutes, outperforming traditional lithium-ion batteries [4]. - Analysts predict QuantumScape's revenue will reach $4 million in 2026 and $93 million in 2027, with an enterprise value of $1.63 billion, leading to a valuation of 18 times its 2027 sales [8]. - Competition from major automakers and startups in the solid-state battery space poses a significant challenge for QuantumScape [7]. ChargePoint - ChargePoint managed 342,000 charging ports across North America and Europe by the end of fiscal 2025, with over 33,000 being Level 3 fast chargers [9]. - ChargePoint's revenue grew by 65% in fiscal 2022 and 93% in fiscal 2023, but it faced an 18% decline in fiscal 2025 due to rising interest rates affecting the EV market [11][12]. - Analysts forecast ChargePoint's revenue to grow at a compound annual growth rate of 21% from fiscal 2025 to fiscal 2028, reaching $738 million, with adjusted EBITDA expected to turn positive in fiscal 2027 [13]. - ChargePoint's enterprise value is $495 million, trading at just 1.1 times this year's sales, indicating potential for a higher valuation as the EV market recovers [14]. Investment Recommendation - ChargePoint is viewed as a more attractive investment compared to QuantumScape, given its current undervaluation and established market presence in EV charging infrastructure [15].