The call, on record
LCID bullish call
Quoted text as recorded“I think around, 1900 and in my opinion what Peter did say that is that they did more so as a very bare minimum yeah 1640 plus whatever else so I think in reality 2100 can be expected”@ 2:37 · open at this moment on YouTube ↗
Our interpretation
- Source published
- Oct 2, 2024
- Extracted deadline
- Oct 7, 2024
- Interpreted confidence
- medium
- Specificity
- specific
Why this call is unscored
- Status
- Not scored
- Notes
- There is no numerical target that can be objectively scored.
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Our summary of the thesis
MixedStructured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.
The speaker presents a bull case based on estimated Q3 numbers (587 US sales in September plus Peter Rawlinson's prior disclosure implying ~2,100 total deliveries) that would far exceed expectations. However, shorts are increasing by 4.17M shares in a single day - an extraordinary level the speaker attributes to insider knowledge or a specific vendetta, pushing toward all-time high short interest of 32.5%.
Key arguments
- US September sales of 587 vehicles plus prior Peter disclosure implies ~2,100 Q3 deliveries
- At current pace, Lucid will easily surpass 9,000 annual delivery target
- Shorts increasing 4.17M shares in one day - possibly acting on non-public information
- Stock technically oversold but showing bearish deviation on stochastic
- Rivian being equally shorted despite similar cash-burn profile, undermining bear thesis
Counter-arguments acknowledged
- Institutions are selling on secondary market, not buying the dip
- Retail investors also getting out per momentum indicator
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
- Oct 2, 2024, 6:03 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
- missing_target
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
missing target
- Outcome methodology version
BeforeNot recorded
After2026-10-06.1
- Reference price
Before33.4
AfterNot recorded
- Recorded outcome date
BeforeNot recorded
After2026-10-06
- Outcome explanation
BeforeNot recorded
AfterThere is no numerical target that can be objectively scored.
- Outcome reason
BeforeNot recorded
AfterMissing target
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
- Oct 7, 2024
- Recorded outcome date
- Oct 6, 2026
- Outcome price observation
- Not recorded
- Not recorded · provider not recorded
Stored explanation
There is no numerical target that can be objectively scored.
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.