![]() ![]() Relative to Tesla, Lucid Motor’s management team stacks up equally.īefore 2021, you couldn’t say that about any other EV company. This is the most impressive confluence of talent in the EV industry outside of Tesla – and it’s not even close. Supporting him is an impressive team of former Tesla, Audi, Apple, Samsung, Ford, Intel, and GM execs. This is the guy who was the engineering brain behind Tesla’s flagship car - the one that started it all. The company is led by Peter Rawlinson, the former Chief Engineer of the Tesla Model S. The best-of-the-best of these Tesla-inspired startups is Lucid Motors. But most of it has actually churned to start their own EV startups, on the idea that they can build cars to rival Tesla cars. Some of that talent has gone on to work at other auto companies. On the talent front, Tesla has actually lost a bunch of talent over the past few years. Those advantages are now eroding, and Lucid Motors is at the forefront of this erosion. Tesla is the only “cool”, sub-$100,000 price-point auto brand in the world, and the company got to that point by developing an aura of exclusivity and uniqueness that made everyone want their cars. ![]() Thanks to its unrivaled confluence of talent and huge head-start in the space, Tesla cars have historically been the best-performing cars in the market, due to their market-leading battery technology which unlocked longer ranges and faster recharge times. That gave Tesla an unrivaled confluence of talent to build EVs. Historically, the smartest engineers on the planet have wanted to work for him, and at Tesla. As an influential visionary who everyone in the technology space looks up to, Elon Musk is a top-tech-talent “magnet”. ![]() So maybe it’s time to throw in the towel on TSLA stock, and go all-in with CCIV stock.įor years and years, the bull thesis on TSLA stock has hinged on three critical competitive advantages: Rather, it comes from a handful of unbiased observations that Tesla’s brand equity and perception has been diluted, while its technology advantages have been narrowed, setting the stage for Tesla to lose significant market share to a new entrant. So my suddenly bearish stance on TSLA stock does not come from a place of eternal hate for Tesla - as it does for many of the short-sellers that lost big betting against Tesla. You see, I’ve been a huge bull on TSLA stock for years, and have scored my readers 2,000%-plus returns in the name. And while the shorts have been dead wrong for years on TSLA stock, it may finally be their time to shine. #LUCID CCIV STOCK FULL#The short-seller graveyard is full of some very smart and capable folks that got suckered into betting against Elon and Tesla, and got absolutely burned along the way.īut, as we always say in my business, past performance does not guarantee future results. ![]() And I also know the dangers of betting against someone as visionary as Elon Musk, or a company with as much talent as Tesla, or a stock with as much momentum and support as TSLA stock. Lucid Motors is about to beat Tesla at its own game. CCIV Stock: The Dangers of Betting Against Tesla As a result, TSLA stock will struggle in the coming years while CCIV stock will roar higher. Source: gg_photography / īecause I’m growing more and more bullish on this idea that Lucid Motors is about to eat Tesla’s lunch. ![]()
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