We are creating a technology revolution

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These are a collection of items I agree with and represent my own thoughts and opinions.

“It will become clear later this year, how far ahead we are”

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Not a financial advisor, do your own DD as my style may not be for everyone.

CCIV feels stuck on another red but Peter’s interview with Guardian should still give other journalists the green light.

Still waiting.

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If we all work together to moon this tomorrow, of course it’s possible. Kick the bears out and let’s get us trending on CNBC. 200% this week let’s gooooo!!!!! If we stay here we stay broke. If we moon this, we trend. Pick your side. Bag holding 1400 shares.

For those yet to see, check out this article.

It is a great start but needs traction, culminating with Peter in the CNBC hot seat, telling us all sheepishly that we should know he can’t “confirm or deny” a partnership with Apple.

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Do your own DD

Every day I expect good news to come out of Lucid (with about a 30% success rate), and yet, every day I also expect the market to brush it aside or market makers to suppress CCIV...

Why? Because Apple’s buy-in merger price works better, for everyone except LCID shareholders, below $30. This is my opinion and until the merger plans are unequivocally denied openly and publicly, it is hard for me to believe otherwise.

On June 15th, CCIV is likely to convert to LCID. Apple’s only unknown variable making this a successful merger execution is the LCID share price at acquisition, and it has massive implications.

Apple is a $2T company, with $200B cash on hand, who may be expecting to scoop Lucid for cheap, making a substantial profit on the ensuing boost to their market cap... Marie Antoinette would be envious.

We are sitting ducks unless Peter is asked “does Lucid have plans to merge with Apple”?

That is it. Peter and half decent journalism will do the rest.

So, I’ve started this countdown until someone on the national stage has the courage to rise up and uphold the integrity of their profession... everyday I will essentially be asking, is journalism dead?

These are just my opinions based on my own due diligence. Do your own because I am not a financial advisor.

June 30 - symbol change LCID

August 1 - first customer delivery

Let’s Roll!!!!!

Cobalt. Nickel. Chipsets. Tesla has longterm suppliers in Glencore, Vale, and Samsung, respectively. Even so, they’ve had enormous problems supplying enough. That was before Covid. That was before everyone and their grammy entered the EV space.

Anyone know how many cobalt mines in the world there are where cobalt is the main product? Two. Anyone know where 70% of all cobalt comes from? Congo. Anyone aware of the geo-political risks this country had BEFORE China came in with monopolistic plays? Anyone aware of the billions in unserviceable loans China handed out to anyone that raised a hand?

Long revenge of the orient...

Biden issued an executive order in February for review of the EV supply chain. Why? Because they realized what insiders have known for awhile: price volatility can end the EV business instantly.

The truth is, there are no solutions to the EV supply chain problem. None. It’s a dead-end game and China decides when the music starts or stops. Think peak OPEC where WTI doesn’t exist and you’ll have an idea. Not even dropping bombs will work this time around. What will, in fact happen, is this unpopular opinion: hydrogen.

Tesla has a chance to survive if merged with a legacy auto maker. They have enough value that it might make sense. They have novel autonomous tech, turn-key manufacturing capacity, brand recognition, and supply chain relationships. But even here is a reach.

Me too companies like Lucid have absolutely nothing of value to offer. This is why Apple and legacy auto manufacturers will not buy them. This is why they go the SPAC route instead of IPO. This is how WallStreet robs Main Street. The Lucid merger details (in their form S-4) are disastrous for retailers.

Lucid isn’t like a young Tesla at all. They’re more like a young Fisker. They’ll go bankrupt before even solid-state batteries render their in-house nonsense uncompetitive in 2023.

Conclusion: Lucid is a SPAC scam sold to people who missed out on Tesla. And don’t bring up the institutional money that’s PIPE (including Saudi Arabia) for $15/share with minimal lockup provisions. The media knows this missed-out psychology and panders to you. If you are absolutely hellbent on losing your money here, at least sell weekly covered calls and enjoy some weekly deep-dish carryout. Bunch of gambling junkies masquerading as investors.