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hey everyone me kevin here we have three things to talk about regarding lucid and its merger with cciv only one of these three things are things that we're hearing about right now on social media so let's get right into it first the short interest that this company is exploding take a look at this short interest short interest rather as a percentage of float is currently at a high of 14.78 we had essentially a skyrocketing in the short interest following the official announcement that lucid will be merging with cciv beforehand this was just a rumor obviously there was a lot of excitement that went into this rumor we had a big valuation change on uh well announcement day which ended up being february 22nd and shortly after that we had the price of cciv come down substantially because of this revaluation and on top of that once the market price fell over here we could see on the 23rd we were somewhere around six percent seven percent short and that essentially doubled just over the last week as the so the share price has essentially been getting beat down day after day after day after day now this could very well be likely because people are potentially hedging themselves against the what i call nicola fear look nicola had some really freaking awesome artwork for their vehicles but nobody has actually seen like the badger nobody's actually been in a semi truck and have has seen it drive with the exception of some recent prototypes they made afterwards but during the time of the nikola spec and the merger everything was just look at our truck rolling down the hill you know look at all these designs and plans we have and in some respect you can't blame investors for looking at lucid going we've been down this road before okay we got to see a product here i mean look it's great you guys had an ad in the super bowl you guys got some sales studios all across the united states you know you got the saudis helping you build a factory in arizona i mean this is cool you guys actually have a factory when you look up the you know factory that was supposed to be getting built for nicola outside their headquarters or away from their headquarters they separate from their headquarters all we get is a plot of dirt in fact something funny you could do is you could look up the aerial drone footage of the progress of the nikola factory and they kind of do like day one plot of dirt like two years later same plot of dirt mostly because people on the internet uh daily drone the tesla factory sites and you can kind of see the progress and time lapse really fascinating to see the progress of the gigafactories and so in my opinion there's a lot of this increasing short interest because people think we haven't seen this real product really hit the road yet we don't know is is the product that they had on the racetrack actually a viable product why don't we get some people behind the wheel here rather than just showing up in their showrooms well folks that is where update number two comes from update number two is that elucid motors appears to be prepping to start taking folks this is unofficial rumor at this point we don't know there's no confirmation of this but through the grapevine we're starting to hear that maybe within the next few weeks lucid motors will actually start letting people drive this vehicle which is very very important obviously as somebody that has around uh somewhere around a million dollars invested in this company i would love to be able to get behind the wheel of the vehicle i have this feeling that lucid hasn't quite yet figured out who their partner is going to be for automation that's okay i think there are plenty of options for that i don't think it's uh horrible that lucid does not have their own automation who knows maybe they do but hey if they want to focus on the best motors and the best engineering and the best batteries possible because they're recruiting and poaching people and offering them more money from tesla or whatever hey look money talks like i get it right that is totally possible so i definitely don't think it's true and i hear this rumor a lot that or maybe it's not a rumor that's more like a saying people saying things like oh well tesla's going to attract the best talent not necessarily because people at tesla might want to get into like the next big thing especially if they get offered more shares more compensation right or the potential for more compensation if they help a product succeed so i'm not really worried about i'm not worried about lucid at all i'm not worried about the autonomy of factors i think they can partner with somebody again not that i want them to but they could partner with um cruz division of gm gm bought them they could partner with nvidia qualcomm endless real options here uh mobileye with intel plenty of options for them to get a software suite into this car for autonomy so i'm not so worried about that more i want to see this engine and this wounder box and all of these actual products working not just in a showroom we can put a car with a really cool prototype motor and everything in a showroom i want to see this thing actually on the road i want to see how fast this actually is i want to see how quickly that battery actually drains that right there is a massive massive catalyst for the stock when people start getting behind the wheel of this car and we start getting video footage of this car coming out on the road it's real reporters are test driving it people are test driving it the legitimacy for this company is going to go through the roof and we can potentially see a short squeeze not massive because the short interest is only around 14.7 percent obviously rocket mortgage we've got short interest around 45 which is insane that's why we're seeing this crazy squeeze on this company that have been kind of like huh when is this going to actually print some attendees for me because i've been investing in the company for over six months actually since august ipod but anyway that brings us to the third thing to address here we go folks a lot of folks have been asking me to address this so i'm going to address it i'm gonna put headphones on for this one okay by the way if anybody has a connection and can get me an interview with lucid that would be really freaking awesome as well because as an investor in the company i have some questions okay folks let's uh let's listen into this just uh 45 seconds here there's a there's a compelling argument for partnership this is a pragmatist in me let's lead let's create the very best ev technology in the world and i believe lucid's got that but i think i'm up for a partnership in terms of software we've got the best car we have the best um hardware suite we've got all this connected with an ethernet gigabit ring super connected car two terabytes of data on-board storage super cloud connectivity this is the perfect platform for any um silicon valley big company to prove out its ad software i think now was this all developed in-house or did you partner with so you you might not have caught that there but he does this sort of uh nudge-nudge wink wink watch watch his face and i know it's a little small sorry it's not bigger well company to prove out it's a d software i think now was this all developing uh now okay this is this sort of nudge-nudge wink wink is leading a lot of people to say oh my gosh it's tesla it's apple for sure i don't know why i said tesla's not tesla i think too much tesla i'm like dreaming about tesla here this is a bad thing oh my gosh it's apple apple's finally gonna partner with somebody on this so this got me thinking a little bit there have been so many rumors about this potential apple car but apple doesn't even have a picture of a prototype they say it's secret but it's not that easy to have a secret prototype car because if you actually want to get miles driven you have to actually be on the frickin road i think it is entirely possible that apple does not actually ever build a car yeah yeah i think it is entirely possible that apple ends up expanding on the apple car platform and see there has been talk and rumors that people at apple are being hired to help design led console like dashboard console lights and things like that and it got me thinking oh my gosh think about the the airpod the the little uh radio device or music device is kind of like alexa i don't want to say her name too loud because then i get a ton of comments that i woke all the viewers up but anyway it has some nice lights when it plays music you put your phone close to it some nice lights come on imagine this you get in the car who knows maybe it's a toyota camry maybe it's it's gm maybe it's lucid maybe it's all of these cars and they all run the apple software it's possible after all we know that sir johnny ives who is the designer of the macbook the iphone the ipad sits on the board of cci churchill investments and specifically sits on the board of cciv which is this one churchill capital four which is merging with a lucid so it's not it is entirely possible that apple is just going to focus on an autonomy system and a software suite rather than a car and yeah in such a case apple could license or partner with vehicle developers and basically get their car app store into every car that's out there why make a car you guys are gonna i don't think apple and i was talking to uh russ gerber about this yesterday i don't think apple is ever actually gonna make a car because if they start making a car now it's not gonna be around until 2027 2028 they're gonna be way behind why don't you just hit up rivium you know fisker lucid and give them the software let them design the car let them do what they're good at but wait a minute sandy monroe in my interview with sandy monroe automotive expert here he kind of hinted at partnering with apple and potentially having a contract with apple which sort of implies that apple wants manufacturing prowess but what if apple is partnering with sandy to use sandy as a conduit for finding the best companies to invest in what if sandy is the guy going apple you all need to talk to faraday futures here's the connection you need to hit up fisker here's the connection hey let's get you in the archimoto as well in the future who knows the arcimoto i don't think has much of sort of the technology in it right now but who knows maybe in the future because arcimoto wants to be part of this this robo taxi network maybe they they signed up for the episode this is pure speculation here a lot of people think it is possible that apple's just going to come out and buy lucid but i am skeptical about apple just literally buying their own vehicle why buy the vehicles why manufacture the vehicles why do all of that when you could just provide the software and make your 30 off the car app store why not do that and guess where the biggest hint is that maybe they could do something like that tesla elon musk thinks that in the future he's going to be open to just licensing the automation for the vehicles and the tesla software suite to other manufacturers so why why bother why make your own for lucid when you could just hook up with a license with let's say apple or tesla in the future or whatever you guys focus on cars we'll put the the technology in done now it'd be nice to have like an apple iphone that was ground up apple personally i think they're way behind the eight ball on this way behind these are my thoughts this overall the apple partnership thing doesn't make me too bullish on the theory of uh you know occiv being a good investment i'm not going to invest in ccv because i think there might be an apple partnership but i will invest in ccav for the potential of them partnering with somebody else for a software suite and the short interest going up and the belief that once people get behind the wheels of this vehicle i think we'll be thoroughly impressed at least hopefully anyway these are my thought you
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