The call, on record
LCID bullish call
Target Price(split-adjusted)
$34.40
Said $3.44· today's shares after the 1-for-10 reverse split (Sep 2025)
Quoted text as recorded“I do feel for this week it'll be between this R2 and this R1. So 331 to 344. I do feel like it'll be somewhere within that range”@ 8:51 · open at this moment on YouTube ↗
Our interpretation
- Source published
- Jul 20, 2025
- Extracted deadline
- Jul 25, 2025
- Interpreted confidence
- medium
- Specificity
- specific
Why this call is unscored
- Status
- Not scored: deadline
- Notes
- The stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.
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Our summary of the thesis
BullishStructured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.
With 70,000 units of secured demand (50K Saudi + 20K Uber), Lucid has a built-in growth floor of 10-15% annually even with zero organic customers. Tesla earnings are a win-win scenario due to Uber deal providing independent demand. A gamma squeeze is possible with 50,000 open interest at the $3 strike requiring ~9M shares of market maker coverage.
Key arguments
- 70,000 units of secured demand (50K Saudi government + 20K Uber) provides floor on growth regardless of organic sales
- Tesla earnings are a win-win: good guidance lifts EVs broadly, bad guidance offset by Uber's independent demand
- Gamma squeeze possible: ~9M shares of market maker coverage needed if Lucid stays above $3
- Options consensus for week of earnings: above $4, vs bears expecting sub-$2
Counter-arguments acknowledged
- Analyst consensus of $2.92 implies ~4% downside from current levels
- Bank of America $1 sell target and Morgan Stanley $3 hold remain on the books
- $5 pre-earnings is dismissed as unrealistic without additional news from Lucid
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 20, 2025, 2:45 PM UTC
- First recorded by TubeRank
- Apr 20, 2026, 5:34 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_stated_deadline
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 stated deadline
- Outcome methodology version
BeforeNot recorded
After2026-10-06.1
- Direction-adjusted price movement (%)
Before3.55
AfterNot recorded
- Reference price
Before28.2
AfterNot recorded
- Recorded outcome date
Before2025-07-25
After2026-10-06
- Outcome explanation
BeforeDeadline passed. Only 16% progress toward target $34.4. Price: $29.20.
AfterThe stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.
- Outcome price
Before29.2
AfterNot recorded
- Outcome reason
BeforeNot recorded
AfterUnverified stated deadline
- Outcome status
Beforemiss
Afterunverifiable
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
- $3.44
- Stated deadline as extracted
- Jul 25, 2025
- Recorded outcome date
- Oct 6, 2026
- Outcome price observation
- Not recorded
- Not recorded · provider not recorded
Stored explanation
The stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.
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.