
The call, on record
LCID bullish call
Target Price(split-adjusted)
$50
Said $5· today's shares after the 1-for-10 reverse split (Sep 2025)
Quoted text as recorded“as a bull Case by the end of 2025 I do realistically see around $5 to $6”@ 6:27 · open at this moment on YouTube ↗
Our interpretation
- Source published
- Nov 28, 2024
- Extracted deadline
- Dec 31, 2025
- Stored reference price
- $21.70
- Interpreted confidence
- low
- Specificity
- specific
How it resolved
- Status
- miss
- Resolution price
- $10.57
- Direction-adjusted price move
- -51.3%
- Notes
- The full target was not reached in 272 completed regular-session high/low bars. No edge-day threshold crossing was present. Final close: $10.57; 0% of the distance toward $50. Extended-hours trades are outside this evidence.
A comparison of price observations, not a trading return. Excludes fees, dividends, spread and execution costs.
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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's 2025 year-end prediction is bimodal: either $5-6 (bull case, if Gravity ramps to 22K+, a DOE loan alleviates dilution, and possible partnerships materialize) or $1 (bear case, if production targets disappoint and further dilution accelerates). There is no expected middle ground at $2.50-$4. Analyst consensus for 2025 production is ~22K vehicles implying $1.74B revenue, but real outcome could be 12-30K range.
Key arguments
- Bull case: $5-$6 year-end 2025 on ~22K deliveries, Gravity demand, DOE loan, and potential partnership revenue
- DOE loan (like Rivian's $6.6B) would significantly reduce dilution pressure if Lucid applied
- Gravity is the primary 2025 catalyst; lower-priced second variant expected late 2025 could also be bullish
- European expansion and UAE market deepening should support demand trajectory
- Analyst consensus is 22K production; speaker thinks 12-15K more realistic near-term
Counter-arguments acknowledged
- Bear case: $1 if production disappoints, dilution continues, and NASDAQ deficiency triggers reverse split
- Management has been 100% wrong on every future financial forecast
- Cash burn of ~$1.4B expected in 2025 requires ongoing dilution or DOE loan
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
- Nov 28, 2024, 3:30 PM UTC
- First recorded by TubeRank
- Apr 20, 2026, 5:42 PM UTC
- Record last updated
- Oct 19, 2026, 6:30 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
- 2026-10-18.1
- Outcome reason code
- deadline_missed_ohlc
Recent record changes 7 shown
Oct 19, 2026, 6:30 AM UTC
deadline missed ohlc
- Evaluation kind
BeforeNot recorded
Aftertouch
- Outcome methodology version
Before2026-10-15.1
After2026-10-18.1
- Direction-adjusted price movement (%)
BeforeNot recorded
After-51.29
- Recorded outcome date
Before2026-10-16
After2025-12-31
- Outcome explanation
BeforeThe deadline passed without an observed crossing. Daily closes cannot exclude an intraday touch or prove a boundary held; complete intraday/high-low evidence is required for this claim.
AfterThe full target was not reached in 272 completed regular-session high/low bars. No edge-day threshold crossing was present. Final close: $10.57; 0% of the distance toward $50. Extended-hours trades are outside this evidence.
- Outcome observation time
BeforeNot recorded
After2025-12-31T00:00:00+00:00
- Outcome price
BeforeNot recorded
After10.57
- Outcome price source
BeforeNot recorded
Afteryahoo_daily_ohlc
- Outcome reason
BeforeInsufficient price coverage
AfterDeadline missed ohlc
- Outcome status
Beforeunverifiable
Aftermiss
Oct 16, 2026, 6:30 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.5
After2026-10-15.1
- Recorded outcome date
Before2026-10-06
After2026-10-16
Oct 6, 2026, 6:30 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, 4:01 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.1
After2026-10-06.2
Oct 6, 2026, 3:45 AM UTC
insufficient price coverage
- Reference price
BeforeNot recorded
After21.7
- Reference observation time
BeforeNot recorded
After2024-11-27T23:59:59.999+00:00
- Reference price source
BeforeNot recorded
Afteryahoo_daily
- Outcome explanation
BeforeNo valid price observation at or before publication is available (daily reference requires the prior completed session); no reference or return is invented.
AfterThe deadline passed without an observed crossing. Daily closes cannot exclude an intraday touch or prove a boundary held; complete intraday/high-low evidence is required for this claim.
- Outcome reason
BeforeMissing reference price
AfterInsufficient price coverage
Oct 6, 2026, 3:27 AM UTC
missing reference price
- Outcome methodology version
BeforeNot recorded
After2026-10-06.1
- Direction-adjusted price movement (%)
Before-51.51
AfterNot recorded
- Reference price
Before21.8
AfterNot recorded
- Recorded outcome date
Before2025-12-31
After2026-10-06
- Outcome explanation
BeforeDeadline passed. Only 0% progress toward target $50. Price: $10.57.
AfterNo valid price observation at or before publication is available (daily reference requires the prior completed session); no reference or return is invented.
- Outcome price
Before10.57
AfterNot recorded
- Outcome reason
BeforeNot recorded
AfterMissing reference price
- Outcome status
Beforemiss
Afterunverifiable
Showing up to 20 recent changes. The complete feed has 8 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
- $21.70
- Nov 27, 2024, 11:59 PM UTC · yahoo_daily
- Target as extracted
- $5
- Stated deadline as extracted
- Dec 31, 2025
- Recorded outcome date
- Dec 31, 2025
- Outcome price observation
- $10.57
- Dec 31, 2025, 12:00 AM UTC · yahoo_daily_ohlc
Stored explanation
The full target was not reached in 272 completed regular-session high/low bars. No edge-day threshold crossing was present. Final close: $10.57; 0% of the distance toward $50. Extended-hours trades are outside this evidence.
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.