Why $Solid Power, Inc(SLDP)$ could be a game changer :
Solid Power's Tech Edge is producing sulfide based solid state batteries. These batteries are safer, faster charging and longer lasting than lithium ion.
Its Moat is IP and partnerships with BMW and Ford.
Narrative Appeal : Solid Power is positioned as a picks and shovels play in the EV gold rush.
Solid Power is still in its early stages of growth as commercial rollout us expected in 2026. However the potential is huge as EV is here to stay.
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