The call, on record
LCID bullish call
Quoted text as recorded“it is fair to assume that we'll probably find out from Lucid in maybe September about Hyundai”@ 2:26 · open at this moment on YouTube ↗
Our interpretation
- Source published
- Jun 4, 2024
- Extracted deadline
- Sep 30, 2024
- Interpreted confidence
- medium
- Specificity
- vague
Why this call is unscored
- Status
- Not scored
- Notes
- There is no numerical target that can be objectively scored.
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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.
Lucid outperformed the EV sector (Tesla -8%, Rivian -1.5%, Polestar -7%) by closing up 0.71% on the day. Peter Rawlinson confirmed at the shareholder meeting that Lucid is in talks with 'several' OEMs — not just Hyundai — which the speaker sees as a significant expansion of the potential partnership pipeline. Shorts returned 1.18 million shares on a green day, which the speaker views as validation that the upside move was justified.
Key arguments
- Peter Rawlinson explicitly said Lucid is in talks with 'several OEMs' — plural — suggesting more than just a Hyundai deal
- Hyundai deal likely to be announced around September 2024, similar to the 6-month lag seen with the Aston Martin deal
- Shorts returning 1.18 million shares on a green day validates the bullish momentum
- All board votes were passed including executive compensation and the 2021 stock incentive plan
- Lisa Lambert added to board of directors
Counter-arguments acknowledged
- Institutions remain quiet with only four transactions above $100K
- $3 is a strong artificial resistance driven by options open interest (20,000 contracts at that strike)
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
- Jun 4, 2024, 9:32 PM UTC
- First recorded by TubeRank
- Apr 20, 2026, 5:43 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
Before28.5
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
- Sep 30, 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.