Joined February 2012
- Tweets 5,328
- Following 847
- Followers 990
- Likes 22,597
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Pinned Tweet
Mar 25
Most EV analysis covers who's winning. Very little covers why the losses exist, what they actually mean, and which companies are being misread by the market.
Spent weeks going through filings, Investor Day presentations, and building scenario models. Sharing the most surprising findings โ one per day. Full research package follows, including scenario models with breakeven timing, dilution analysis, and stock price implications.
$LCID $F $GM $STLA
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Jun 11
$LCID fully recovered from the Dlala departure panic. The 5-day chart says everything my thread tried to explain. Sometimes the market just needs a day to think it through too.
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Jun 11
1/ Bears will spin Emad Dlala's departure as another exodus. Here's the more interesting read, and why his leaving might actually be a sign that Lucid's technology foundation is complete. ๐งต
$LCID
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Jun 11
7/ Here's the honest part. If Napoli doesn't execute quickly, the horizon for needing Dlala's type of genius again extends far beyond Lucid's survival window.
So the exit was inevitable either way. Either Napoli stabilizes the company and it enters a long execution phase that would not needed Dlala back at the bench for a decade. Or it doesn't, and Dlala would have spent his best years managing spreadsheets instead of motors.
He's a PhD in electrical engineering. He built two world-class drive units. Staying made no sense for him personally regardless of outcome.
Sometimes the smartest move is knowing when your work is done.
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Jun 11
8/ One more thing. I didn't post this yesterday because this take didn't exist in my head yet.
It took a day of sitting with it for the real story to emerge. The same way I didn't panic-sell $LCID when it kept falling. I didn't have all the answers then either. I just knew that patience creates clarity that panic never will.
Knee-jerk reactions are noise. Patience is the edge.
The most valuable insight is sometimes the one that takes a day to find.
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Jun 8
#SapphireChallenge
Now sitting on 9090 $LCID shares at an effective $27.21 per share. Certainly not ideal, but far better then the $448 that it was when I first started trading it.
Based on my experience with the Air and now Gravity, it's only a matter of time until this investment pays off bigly. Until then, I'll continue to collect options premium to improve my position.
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Jun 1
It's been a week from Friday since we returned El Cid and picked up our new Gravity. So far, we're loving it. I got my excessive wear bill over the weekend, that was fast. $0 due, sweet!
$LCID
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May 27
This looks like bait to setup a scam. What do you all think?
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May 28
Thanks for the feedback @doll_debbie, @spactakular, @hsym786, @Jpeluche4. I reported and blocked the sender. I wanted to share and find out if others got it as well to spread the word as a warning to others.
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May 24
Picked up our Gravity on Friday at 10:00 AM in Torrance, CA. Another couple took delivery at the same time, two more Lucids sitting ready next to them. Ten additional units prepped and staged to roll to the delivery line, most of them Gravities.
One location. At least 14 Lucids going out the door that day or the next.
Gravity demand is real.
$LCID
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May 20
We're taking up @LucidMotors offer for a lease pull-ahead. It will soon be goodbye faithful El Cid, and hello Lucy! Our Air Pure AWD was great problem free fun. Now we're looking forward to the new perspective.
Get your own while the deals last:
lucidmotors.com/configure?reโฆ
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Wintermute retweeted
May 10
He really had us in the first half, didnโt he? ๐
โIs this "Husband of the Year" material or grounds for a divorce? ๐๐
โ#MothersDay #HusbandGoals #MarriageHumor #PlotTwist
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May 10
#SapphireChallenge
I know this looks crazy to the new investors in $LCID, but finally breaking below $30 without adding new money feels really good right now.
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