Electric vehicles (EV) are expanding around the world. The future is almost certainly an electrified automotive industry, and the intense transition from internal combustion engines to electric vehicles is opening up investment opportunities not only in traditional automakers, but also in charging infrastructure companies, battery companies and suppliers of all sizes, among many others.
Quantum landscape (NASDAQ:QS) and ferrari (NYSE: RACE) They are quite unique in their own way and, through the evolution of electric vehicles, could provide investors with considerable returns in the long term.
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Investors probably use the term “game-changer” too often, but the batteries QuantumScape is developing could be just that. QuantumScape is a leader in solid-state lithium-metal battery technology that promises investors and consumers faster recharging, longer range, greater safety and lower costs – essentially the holy grail of electric vehicle batteries.
While the stock will remain highly speculative and volatile in the near term, the company is in an exciting transition for long-term investors. QuantumScape, in early 2026, is transitioning from a research-focused company to generating early revenue, which alone could reduce risk and attract more institutional investment.
In fact, during QuantumScape’s third quarter, the company began shipping B1 samples of its QSE-5 cell, a key milestone for its full-year vision, and through its new Cobra production process, the company has taken a big step toward commercial volume production.
Another reason to be optimistic about QuantumScape in the long term is its joint venture with PowerCo, Volkswagen GroupThe battery entity. The partnership will grant PowerCo the license to mass produce QuantumScape’s battery technology for approximately 1 million vehicles per year, in exchange for royalty payments.
When investors and consumers think of Ferrari, many probably think of the company’s gas-guzzling supercars that are often found tearing up race tracks. While that’s fair, investors should also keep in mind that Ferrari is also a stealth EV powerhouse, it’s just that its strategy is a little different than traditional automakers today.
Instead of going all-in on all-electric vehicles like many mainstream automakers did (and keep in mind that many of those automakers are making costly decisions to back out of those plans), Ferrari took a small step forward and invested in hybrids. So far, that decision has proven correct; Hybrids generated 43% of Ferrari shipments during the third quarter of 2025.
