The call, on record
LCID bullish call
Quoted text as recorded“maybe when it comes down to it like I said given the I did videos March and April it might be coming out September October something along those lines”@ 3:27 · open at this moment on YouTube ↗
Our interpretation
- Source published
- May 27, 2024
- Extracted deadline
- Oct 31, 2024
- Interpreted confidence
- low
- 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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Our summary of the thesis
BullishStructured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.
An article (translated from Korean) reports Hyundai's Genesis sports car division is in discussions with Lucid for motor/technology cooperation. The speaker believes a deal could involve both cash (likely more than the $300M Aston Martin deal) and a production partnership. Lucid's South Korea hiring (now filled) and Ford's repeated testing of the Lucid Air suggest multiple OEM interest points. Based on the historical 6-8 month lag from rumor to announcement, a deal could come September-October 2024.
Key arguments
- Korean article reports Hyundai/Genesis in talks with Lucid for EV drivetrain technology cooperation
- Lucid hired significantly in South Korea — positions now filled, suggesting active project work
- Deal could be $600M+ given Hyundai produces far more vehicles than Aston Martin ($300M deal)
- Could involve production partnership where Hyundai manufactures Lucid vehicles in exchange for technology
- Historical 6-8 month lag from rumor to announcement (Aston Martin: Feb 2023 rumor → Aug 2023 announcement) implies September-October 2024 announcement window
Counter-arguments acknowledged
- No confirmed information — all speculation based on translated article and circumstantial hiring data
- Market is closed today (Memorial Day) so no trading reaction yet
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
- May 27, 2024, 4:18 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
Before27.35
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 31, 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.