Behind the video
Lucid Plans BIG Euro Expansion in 2026 🔥 NEW Lucid Short Interest 33.15% │ Lucid Weekly Predictions
Overall Thesis
Lucid's European expansion to 20 cities by end-2026 is a positive catalyst, but short interest at 33.15% is heading toward all-time highs and the market needs to see the 2025 production target hit alongside strong 2026 guidance of 35-40k units to break the bearish trend.
Narratives
LCIDLucid MotorsA weekend preview video covering the upcoming week. Positive: Lucid plans to expand to ~20 European cities by end-2026, primarily in Germany. Mark's fireside chat claim of 1,000+ vehicles/week in production makes the 18k target logically achievable. Options bulls see $13.50-14 for the week. Negative: Short interest at 33.15% (43.2M shares) is near all-time highs, technicals are poor (below 10-day moving average), and key data points (ADP, non-farm payroll, CPI) could create volatility.
Key Arguments
- Euro expansion to 20 cities by end-2026 (12 in Germany) is a meaningful new catalyst
- Mark's claim of 1,000+ weekly production makes 18k target logically achievable
- Short interest at 33.15% (43.2M shares) heading toward all-time highs
- Options bulls see $13.50-14 range; this week's outlook is cautiously bullish
- Stochastic RSI at ~74 — not overbought, some room to move higher
- Strong 2026 guidance (35-40k) needed alongside 2025 target to demoralize shorts
Risks acknowledged
- Q4 deliveries historically lag Q4 production at Lucid — market may discount target hit
- Heavy macro data week (CPI, non-farm payroll) could suppress broader market