Smart Wealth With Joshua

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Theses over time (1)

Grouped by ticker, most-recent thesis first. Reads as the evolution of Smart Wealth With Joshua's view on each asset — earlier entries show where they started, later ones show where they landed.

LCID1 narrative

BullishLucid + Nvidia + Uber: 70% Upside! LCID LCID Stock Analysis

Mar 23, 2026

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LCID is pivoting from niche luxury to a mass-market mobility platform targeting 100,000 vehicles by 2028, using the Atlas drive unit's efficiency advantage to win as a hardware layer for Nvidia/Uber autonomous fleets. With Saudi PIF backing ensuring survival, a 2026 capex peak, and a 2027 autonomy subscription launch, host gives it a 7/10 bullish score suitable for a 12-18 month hold.

1 prediction from this thesis

Bullunverifiable“Based on the balance of those structural advantages versus the clear execution risks, this earns a bullish score of seven out of 10. The riskreward setup is highly compelling given the substantial value gap between the current sub $10 trading price and the $17 analyst targets.”

All Predictions (1)

LCID1 total1 unverifiable

Bull—Based on the balance of those structural advantages versus the clear execution risks, this earns a bullish score of seven out of 10. The riskreward setup is highly compelling given the substantial value gap between the current sub $10 trading price and the $17 analyst targets.unverifiableMar 23, 2026