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BIG Week Ahead for Lucid Motors 🚨 Key Levels to Watch | Lucid Named Most Heavily Shorted EV Stock

Overall SentimentMixedStrength: 45%

Overall Thesis

Lucid is the most heavily shorted EV stock by a wide margin, but a strong US-China trade deal could be the catalyst for a gamma squeeze toward $3+ given open interest of 35K at $3, while macro data this week remains the key swing factor.

Narratives

LCIDLucid Motors
Mixed

Lucid closed at $2.51 above the 50-day MA, confirming it remains technically supported. The speaker notes Lucid is the most heavily shorted EV stock (29.3%, vs Rivian at ~18%), which creates significant short-squeeze potential if positive catalysts emerge. Open interest of 35K at $3 would force a gamma squeeze. The speaker expects upside this week if US-China negotiations go well, with $2.64-$3.01 as near-term targets, but notes analysts remain skeptical and Lucid needs a 'home run' quarter.

Key Arguments

  • Lucid is #1 most heavily shorted EV, with 29.3% of float shorted — nearly double Rivian at #2
  • Positive US-China weekend negotiations are expected to boost heavily-shorted stocks
  • Market makers need to cover 2.9M shares from 27K in-the-money $2.50 calls
  • Open interest: 35K at $3 creates gamma squeeze trigger if approached
  • Lucid offering deep discounts up to $20K+ on Air sedans — the speaker views as competitive amid tariff pressure

Predictions (1)

BullTarget: $30
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Analyzed with manual_claude_session | Extraction manual_v1 | Cost: —