Couldn't agree more. having witnessed the explosive run of QS sp 2 years ago, we know what could happen when enough awareness is garnered by the market. QS now trades at less than one tenth of its peak and still commands us$4bn mc (with like you said a lab sample of it's solid state battery cell, and no clear visibility of timeline for scale production).
even though Tal Si may not be as revolutionary as a solid state, but it is definitely up there in terms major performance metrics (eg. energy density improvement of 20-40%, which is HUGE in battery technology).
I truly believe TLG is a rare gem waiting to be polished, and I'm happily accumulating to whoever is dumping right now.
TLG Price at posting:
$1.54 Sentiment: Buy Disclosure: Held
(20min delay)