Saw a Lucid Air Dream edition in New Jersey. After having a few days to think it over, here are my thoughts and my Lucid stock gameplan.

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CHAPTERS
0:00 - Intro
0:46 - Disclaimers
0:58 - Setting the stage
5:42 - Walk-around comments
12:11 - My $LCID plan
13:05 - Lucid product rollout plan
14:09 - Elon Musk vs. Peter Rawlinson
16:10 - My $TSLA weighting
16:33 - "We invest in these companies because we EXPECT them to sell these cars."
17:43 - Lucid conviction
18:19 - My strategy with a 2% $LCID holding
21:40 - Conclusion

Financial disclaimer: Steve is a LCID shareholder.

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