The user maintains a bullish conviction on QuantumScape Corporation ($QS), holding a concentrated position of 7,281 shares with an average cost basis of $8.04. Visual data shows the stock recently retraced to this $8.04 level, which the author characterizes as a "stop loss raid" rather than a reason to exit. The portfolio screenshot indicates a 99.96% concentration in $QS, reflecting a high-conviction strategy that explicitly avoids using stop-loss orders.