Discover and read the best of Twitter Threads about #Lucid

Most recents (5)

$LCID. @LucidMotors 1/5 🧵 LCID needs approximately 200 studios & service centers across the U.S , Canada, S. Am., Europe, China & M.E. in Next 2 years. With average cost of $3-$4 MM / S.C & $1 MM / studio, the CAPX could top $1 B for this. Once this footprint is in
2/5 Place, the cash burn on CAPX will 🛑. Also, the construction spending on the AZ plants will stop 🛑 as well. The Production & deliveries are bound to increase due to the market footprint expansion & consumer awareness. #Lucid will easily raise additional capital if needed
3/5 And will be able to complete the expansion into the Asia & M.E market via the S.A plant. IF #Lucid can increase production to 400 cars / day at the AZ plant by late 24 or early 25. The revenue from higher price #Air models gives $LCID an advantage over the lower & mid price
Read 5 tweets
#Lucid dreamers and dream journalers, where you at? Just experienced one during a nap that I spent the last 30 minutes writing about. Sharing below (thread): A dream about choice.
The dream was about a young man (experienced through my own eyes) who went through a lot of suffering that changed the history of him and those around him.
After enduring the suffering in his dream he woke up from a daytime nap/sleep in study hall, realizing that none of the heartache that he endured had happened yet. All he knew of was the pain that he may eventually have to suffer,…
Read 12 tweets
🚨“I suspect that the FBI will find that what happened on January 6th was a well-financed conspiracy to overthrow the government of the United States, led, if not entirely directed, by the president of the United States.”-@Folly_and_Glory to @ruthbenghiat…
“The Trump era won't end unless he is indicted, tried, and convicted on..counts of criminal conduct. There's the whole Trump organization, which is run along the lines of a crime family or racketeering organization. We won't be rid of him until he's doing time.”-@Folly_and_Glory
“War is being waged on the collective mind of America, not just by Russia and China, but by the infotainment complex..Fox News, right-wing outlets and an army of trolls, which convinced 30-40% of the American electorate that Trump is..president.”-@Folly_and_Glory to @ruthbenghiat
Read 5 tweets

Tesla's price may seem out of whack today. The P/E Ratio is insane, right?

But Amazon had similar P/E ratios back in 2014 and 3X higher in 2012. Look at where $AMZN is today.

$TSLA is my #1 stock because I am looking 5+ years out from today and basing my investment on that. Many people aren't doing that. Many people are looking at current or trailing earnings and comparing them to other vehicle makers.

And yes, I do fully expect there to be some major price pullback -- maybe even a short 30 to 50% drop in $TSLA price at some point, but over the long run, I think it goes way up.

Read 26 tweets
Why #Tesla needs to double/quadruple down in #China now by increasing EV production, FSD dev; starting RoboTaxi & insurance!

#elonmusk, 4X in China will greatly accelerate transition to sustainable energy and cement Tesla’s leadership.
1/10 Quick thoughts & winner/loser prediction after watching #NIO day. Impressive event, nice sedan, wish NIO to be successful, but some concerns:
1. FSD HW from #Nvidia. HW spec does not equal good AI results. #Tesla chip is custom & optimized for Tesla only, super efficient...
Additional thoughts/info on #NIO after #NIODay, & which #EV#Battery companies I think are best bets 2021.

Again I am rooting for NIO's long term success, while I try my best to focus analysis 100% on facts & share my rationale for your own consideration & benefits.
Read 17 tweets

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