TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←

$LCID

Lucid Motors
···
sign in to save

Lucid Motors designs and manufactures electric vehicles.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest thesis
Lucid building $60-70k midsize AV for Uber with Nuro; cost curves enable mass-market autonomy▾

Lucid co-developing purpose-built midsize AV with Nuro targeting $60-70k price point; combined with 30-40% per-generation hardware cost declines, this enables transportation cost reduction that expands total addressable market far beyond taxi/ride-hailing.

dara khosrowshahiT2Invest Like The Best2026-06-03
confidence 70 / 100impact Medium
key themes
  • Autonomous Vehicles100%
  • AI Infrastructure100%
  • Advanced Manufacturing100%
  • Robotics & Physical AI100%

bull thesis · 1

88 / 100
  • •Lucid building $60-70k midsize AV for Uber with Nuro; cost curves enable mass-market autonomy

bear thesis · 0

—
  • — none —

mentions · 1

Invest Like The BestUber CEO on AI, Autonomous Vehicles, and the Future of Transportation1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0010:0020:0030:0040:00