The call, on record
LCID bullish call
Quoted text as recorded“they should easily do 12,000 in deliveries at least so that begs a question with their Q to earnings right around the corner what would it look like if they rais the guidance”@ 1:52 · open at this moment on YouTube ↗
Our interpretation
- Source published
- Jul 13, 2024
- Extracted deadline
- Dec 31, 2024
- Interpreted confidence
- medium
- Specificity
- vague
Why this call is unscored
- Status
- Not scored: condition
- Notes
- The claim contains a condition. Its trigger has not been verified, so price alone cannot establish an outcome.
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Evidence and source
Our summary of the thesis
BullishStructured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.
The speaker believes Lucid's Q2 earnings (slated for August 5) will be a home run based on CEO Faisal's interview indicating investors will be 'extremely happy' with year-end deliveries. With 2,100 produced and 2,300 delivered in H1 alone, Lucid is on track to significantly beat the 9,000 delivery target. A guidance raise would surprise the market and potentially trigger a short squeeze given that 27.83% of the float is short — the most heavily shorted EV in the market.
Key arguments
- CEO Faisal stated year-end investors will be 'extremely happy' with deliveries, strongly hinting at guidance beat
- H1 2024 already at 2,100 produced and 2,300 delivered — trajectory points to ~12,000 by year-end
- Q4 historically when Lucid 'wakes up' — prior Q4s showed significant production ramp
- 27.83% of float shorted — #1 most heavily shorted EV with better squeeze metrics than GameStop/AMC
- Back-to-back rate cut probability at 90.3% and 56.3% adds further upward pressure
- Options market shows 30% probability of $5.50+ by early August expiry
Counter-arguments acknowledged
- Lucid could choose to simply far-exceed guidance at year-end rather than raise it mid-year
About this record
Reviewed by a moderatorSubmitted record. A quote, summary and outcome each need their own context. Moderator review does not certify investment performance.
- Source published
- Jul 13, 2024, 11:29 PM UTC
- First recorded by TubeRank
- Apr 20, 2026, 5:44 PM UTC
- Record last updated
- Oct 6, 2026, 6:32 AM UTC
- Moderator review recorded
- Apr 26, 2026, 9:32 AM UTC
- Transcript provenance
- YouTube captions (manual or automatic)
- Recorded analysis processor/source label
- manual_claude_session
- This can identify a workflow rather than an exact AI model version.
- Submission path version
- manual_v1
- Identifies the precomputed submission path. It does not identify an AI model version or imply human authorship.
- Outcome methodology version
- 2026-10-06.5
- Outcome reason code
- unverified_condition
Recent record changes 4 shown
Oct 6, 2026, 6:32 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.4
After2026-10-06.5
Oct 6, 2026, 5:14 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.2
After2026-10-06.4
Oct 6, 2026, 4:00 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.1
After2026-10-06.2
Oct 6, 2026, 3:27 AM UTC
unverified condition
- Outcome methodology version
BeforeNot recorded
After2026-10-06.1
- Reference price
Before42.5
AfterNot recorded
- Recorded outcome date
BeforeNot recorded
After2026-10-06
- Outcome explanation
BeforeNot recorded
AfterThe claim contains a condition. Its trigger has not been verified, so price alone cannot establish an outcome.
- Outcome reason
BeforeNot recorded
AfterUnverified condition
Showing up to 20 recent changes. The complete feed has 5 recorded events for this call, including its initial entry. Read the full paginated history (JSON); follow nextCursor while hasMore is true.
Stored outcome evidence
- Stored reference price
- Not recorded
- Not recorded · provider not recorded
- Target as extracted
- Not recorded
- Stated deadline as extracted
- Dec 31, 2024
- Recorded outcome date
- Oct 6, 2026
- Outcome price observation
- Not recorded
- Not recorded · provider not recorded
Stored explanation
The claim contains a condition. Its trigger has not been verified, so price alone cannot establish an outcome.
Missing timestamps, providers and versions are historical gaps. Stored observations can include daily closes; they do not show every intraday touch or prove an executable trade. Read the methodology.