Behind the video
Latest Lucid Rumor - THIS is HUGE 🚨 What is Happening w Lucid TODAY ⚠️ Lucid Shorts INCREASE 2.7M
Overall Thesis
A rumored sponsorship deal with CR7's Al Nassr team is a game-changing brand elevation catalyst for Lucid, while abnormal trading activity (326K share block trade) suggests someone with inside knowledge is positioning ahead of an announcement.
Narratives
LCIDLucid MotorsUnconfirmed rumors (via Lucid2030 account) of a deal between Lucid and Al Nassr (CR7's team) as a sponsor are characterized as 'epic' and 'kickass' by the speaker. An abnormal 326K share block trade is interpreted as someone buying ahead of a possible confirmation. Shorts adding 2.72M shares are breaking their recent return trend, possibly positioning against the potential announcement. Open interest at the $3 and $3.50 strikes means market makers will need to cover ~2M shares on Monday, providing a natural price boost. Options show consensus above $4 next week.
Key Arguments
- Rumored Lucid/Al Nassr (CR7) sponsorship deal would dramatically raise brand profile
- Abnormal 326K share block trade suggests someone knows something
- Options call consensus above $4 by next week - bullish near-term signal
- Open interest of 8K at $3 and 11K at $3.50 means market maker covering will boost stock on Monday
- Shorts breaking return trend - adding 2.72M shares despite approaching the Q&A period
- Retail Q&A questions open July 22 - Lucid sponsorship deal should be posed as question
Risks acknowledged
- Sponsorship is unconfirmed rumor; no official statement from Lucid
- Trump's negative tone on EV mandates creates headwinds