Kevin Xu has exited a position in Hims & Hers Health ($HIMS) for a 5% loss to "full port" into QuantumScape ($QS) at an average cost of $8.04. The speculative swing trade on $QS is based on high call option open interest at the $8, $9, and $10 strikes, rising copper prices, and anticipated 13F filings following Q4 accumulation by firms like Vanguard and Blackrock. While the author views $QS as a leader in solid-state batteries with a new licensing model, he notes the primary risk is the long timeframe required for commercialization.