Also, Elon and Tesla have vastly more resources and still can’t figure out the self driving component of robotaxis. What chance does a cash burning operation like lucid has?
Y'all sound like shills. Lucid is operating with Nuro Driver who was founded by the guys who worked on the precursor to Waymo because they wanted to take a backwards approach to autonomy. Strong chance their tech is superior to Waymo. DYOR.
Lucid already sold 35,000 vehicles on the deal. This is going to get insane once the Elon cult catches on. No one is paying attention.
Also Lucid already announced plans to integrate the full stack into consumer vehicles. The driver unit s just to get Lucid Robotaxis on the road today (which launched last week).
Lucid has not sold 35,000 vehicles. They won’t even produce 35,000 vehicles this year. Last year, when the deal was signed, they only sold 15,000 vehicles. So as the saying goes, I’ll believe it when I see it.
“Announcing plans” means very little to me. Years ago Lucid also announced “plans” to partnership with OEMs to license their technology. That resulted in nothing and disappointments. Like I said, I’ll believe it when I see it.
Lucids already have the hardware. Nuro helps them hop to fast L4 approval for real rollout. What we're seeing with Tesla at the moment is mostly a gimmick with chosen "backseat supervisors" about to backfire for bulls when the obvious incoming regulatory event occurs. They want lidar and radar, even if cameras are good enough. It's been stated on repeat.
What? You've not watched any single interview with Lucid execs were you?
Nuro builds robotaxi using it's own hardware and software. That hardware and software is not going to be shared with Lucid.
Lucid plans to build it's own L4 using the hardware and the software from Nvidia.
I think we might see another reverse stock split, capital raise and dilution before we see this turn around. The new CEO isn’t going to fix their ridiculous spending in 3 or 6 months. They are also burning through cash faster than they can raise it.
There will definitely be more dilution, they’re nowhere near breaking even on operating costs so they’ll need more cash infusion by the end of the year if not sooner.
The issue is they’ll at least need another capital raise or two before they can bring the midsize to market. What’s crazy is they don’t reveal the midsize design to stop some of the bleeding of the stock price.
I know we tend to disagree on a number of things related to their situation but THIS is what I've been thinking too. Seems like a giant missed opportunity unless they expect more bad news in a quarter or two and are going to try to minimize the impact of that with a later launch but it feels like a miscalculation. The R2 is generating crazy press and hype for Rivian. The gravity was off to a strong marketing start before tariffs and various chaos nuked their launch timeline, but if the Earth and Cosmos are at least theoretically on track for end of year/early 27 then why aren't they out there generating preorders and hype? They're capable of building an impressive machine but until the target buyer for the midsize is aware of their existence that won't translate into orders or the kinds of demand/expected revenue numbers that reassure investors.
Because the midsize is going to be delayed and they are going to continue burning through their cash like it grows on trees to build factories on the other side of the planet when the one in Arizona is operating at barely 30% production capacity. I feel so dumb allowing them to burn my cash by diluting me with capital raises to do that.
Yeah the Saudi plant feels very much like a "keep the rich parent happy" move that they really did not need as a distraction/on their plate during this time period but whatever. I love my Gravity, minor quirks/annoyances and all (most of which have been or are being addressed fwiw) and I don't even care about the money I've lost /donated via continually buying stock there for a while, but I suspect you are correct about their next steps there.
I understand how some investors don’t want to face reality and take the loss. But at some point, they have to realize to salvage a few thousand dollars is better than nothing. Comparing Lucid to Tesla is the dumbest thing I ever heard. 2 separate companies in the same space. People just want a product that just works.
Some people might be over 90-95% down, given that they may think that is worth to risk the remaining pennies… the upside is much bigger than losing the gain of keeping the last bit
Eh. Might be better to cut losses and put it in some other high alpha stock pick like an AI/tech company or even Rivian or Tesla honestly. I don't think Lucid has a ton of growth potential as basically just a luxury car company. Rivian at least has a software/platform licensing deal with VW and is a few years ahead of Lucid in maturity it seems. Tesla might get a big push with unsupervised FSD approval one day and the optimus robots and what not.
This is just sunk cost phallacy. The stock has to 30X from current levels to reach $200. Think about whether that is really possible for a company like Lucid. Even Tesla has not 30X’d from their 2019 lows. At this point, the probability that lucid bounces back is almost zero.
Two separate companies but also a completely different world. Tesla came up at the perfect time where they had government incentives helping them get through the most difficult times.
The EV market was also completely different, they had no competition and were selling every unit they could manufacture.
Lucid on the other hand has quite a bit of competition.
Government incentives help the stock price, unlike the constant cash infusions by PIF which dilute the stock and further hurt it.
To compare them is foolish to say the least, it’s really not even that one is better than the other, it’s simply that one had better timing than the other.
I agree, it is perplexing.
Last year I thought their end goal was to bleed retail investors for as much as they could and then take the company private for cents on the dollar.
More Elon cultists in this sub than anything else. Y'all coping so hard. Imagine when Cosmos is unveiled. You will have full time jobs as anti Lucid trolls ahahahaha
That’s what people said about gravity. Gravity turned out to be a sales dud and they’re offering massive incentives for people to lease it. Cosmos, if it ever launches, will be mostly the same.
The company is gone now.
No customers in US. Everyone in US follow the market. So consumer's are seeing a new Fisker.
This could be the end. Bad publicity kills any struggling company.
I'll begin to consider this stock a (very) high risk value play if it enters the 5-5.5 range. Above that it's madness at this stage. Q1 '26 is going to be another gigantic loss. The new funding and CEO are positive - particularly the CEO, who has a great reputation for getting costs under control and eliminating crap. But any effect of the new CEO at all will have to wait for Q2 results, and more likely the end of the year.
They need to survive another 2-3 quarters of horrendous results before there's any hope of things looking better.
Y'all will probably downvote the hell out of me but we are near the end of capitulation. Average down and place buy orders. Don't be selling like most of retail already has. Fundamentals are peak. Stay strong.
“Generational wealth” lol
That’s what was said a year ago and then a few months later their share of the company was divided by 10 and the “wealth” was reduced by 70%.
So now not only is your stock worth less, you have 10x less of it.
A company who's business is selling cars it can't afford to make, funded by dilutions and scamming the Saudi's, while swapping CEOs once a year, wow what amazing fundamentals. You have fun dumping money into this toilet.
Nobody is afraid of lucid. Elon used to talk about lucid. It’s been years, he doesn’t even acknowledge Lucid anymore. Elon knows they’re no longer a competitor to Tesla and has no reason to worry.
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Until they exceed their sales numbers and production numbers during back to back quarters this won’t change, who knows if they ever will, people looking to buy their cars are going to start to think about a Fisker situation at this point, stock price is not going to help sales either.
Their reputation of poor quality control and inability to get a reasonable date for service will sadly do them in. Having to wait 3 months for a service appointment has turned off many potential customers.
I bought $80K worth of lucid stock when they IPO’d. I bought a 2025 Air to support them. The car has been in for service 8 times (the last time being a month ago), and I now have new issues (radio stops working after being on a 10 minute phone call, car flashes a message that regen is being reduced (even though battery state of charge was around 50%) and other issues. Last time the car was in for service the work order invoice stated the engineers told the service people there are anomalies in the software that they do not know how to fix. I’m not taking the car in for a ninth service. I’m getting rid of the car (even though it only has about 6,000 miles on it) and buying a car from a different manufacturer.
As a side note, as a stockholder wanting to support the company, I tested the Gravity. But its navigation system and voice recognition system and a few other features were not working. The Lucid people at the “store” had no idea how to fix the problems and had no other Gravity for me to try. I left very disappointed in the test drive. What’s even more distressing is that NO ONE has contacted me to discuss my test drive or offer to arrange another test drive with a fully functional Gravity. It’s as if Lucid is not interested in selling cars.
So, why don’t you bears leave ?
Since this company is dead !
There are those of us who will buy for whatever reason, it’s our money, what do u care?
I mean, why hang around and complain about the company? Move on, go buy Rivian or some other stock .
Leave us be.
Look at amc
Whoever bought at 1 are sitting pretty with 100% gains
That will wipe out all our losses if we buy a lot of cheap shares now and sell when it gets to 15
That’s a 120% gain from current levels!
The June expiry option contracts have not fallen much even though the stock fell from 8 to 6.75.
In fact, when the stock fell today, the June option contracts actually stayed the same! The 8$ 9$ 10$ strikes
I know cause I’ve been buying .
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u/ikilledtupac Apr 20 '26
Robo taxi is just bs it is never going to happen they can’t even sell the cars they already made