Blink Charging is mentioned as a charging company that, like EV manufacturers, overestimated demand and built excess capacity.
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Lucid Stock: Buy the Dip? | LCID Stock Analysis
Aug 25, 2026
The creator discusses Lucid's (LCID) current struggles, including low vehicle deliveries and significant free cash flow losses, despite improvements in production. While acknowledging the company's attractive vehicle designs and efficiency, the creator reiterates a long-standing bearish stance, warning against buying the dip due to the high risks and past overestimations of EV demand. The creator notes that LCID is trading at its lowest forward price-to-sales ratio historically, but still advises caution.
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ChargePoint is mentioned as a charging company that, like EV manufacturers, overestimated demand and built excess capacity.
Fisker is mentioned as a bankrupt EV company that, along with Lucid and Rivian, overestimated demand and built excess capacity.
Despite Lucid's (LCID) attractive vehicles and improving production, the creator maintains a strong sell conviction due to persistent losses and past overestimations of EV demand, warning against buying the dip.
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LCIDsell opened Aug 25, 2026
+40.49%