The Electric Viking
ChannelHit Rate
N/A
0 hits, 0 misses
Total Predictions
2
Avg Return
N/A
If you'd followed the call
Pending
0
Awaiting resolution
Unverifiable
2
No target or deadline
Theses over time (1)
Grouped by ticker, most-recent thesis first. Reads as the evolution of The Electric Viking's view on each asset — earlier entries show where they started, later ones show where they landed.
LCID1 narrative
Strongly Bearish$150,000 CARS, NO PROFIT: Lucid's Existential Crisis Explained (Stock Down 55%)Nov 15, 2025
Open source video →
LCID is in existential crisis: stock down 55% YTD as of Feb 2025, gross margin of -99%, burn rate near $4B annualized, and even with Saudi PIF increasing credit facility from $750M to $2B, total liquidity of $5.5B gives only ~1.4 years of runway. Speaker predicts bankruptcy risk is real and that Lucid likely won't exist as a parent company in 10 years.
2 predictions from this thesis
- Bearunverifiable“Without a major improvement in profitability or a fresh major capital injection, the risk of cash exhaustion is very real. In other words, the risk of bankruptcy is real, even with the Saudis bankrolling them.”
- Bearunverifiable“I don't think it'll have a parent company in 10 years time. So I think all these problems we're seeing with Fisker EVs that no longer there's no longer any parent company around. People struggling to get parts and to fix them.”
All Predictions (2)
LCID2 total2 unverifiable
Bear—Without a major improvement in profitability or a fresh major capital injection, the risk of cash exhaustion is very real. In other words, the risk of bankruptcy is real, even with the Saudis bankrolling them.unverifiableNov 15, 2025Bear—I don't think it'll have a parent company in 10 years time. So I think all these problems we're seeing with Fisker EVs that no longer there's no longer any parent company around. People struggling to get parts and to fix them.unverifiableNov 15, 2025