Short Lucid, Hold Rivian


  • Lucid finally started producing more cars, but Rivian still leads the manufacturing race.
  • Fewer American customers have ordered Lucid’s cars. It’s a bit alarming.
  • Lucid’s international expansion plans are too ambitious, while Rivian expands cleverly.
  • Gross margin dynamics is a drama by both companies. Despite the sell-off, the valuation is still insane.
Lucid Air Touring Limousine Display im Service Center. Lucid Motors ist ein Hersteller von Luxus-Elektrofahrzeugen.

jetcityimage/iStock Editorial via Getty Images

Lucid (NASDAQ:LCID) and Rivian (NASDAQ:RIVN) have become very hyped names and many investors lost money with them over 2021 and 2022. If you’re still invested in Lucid, unfortunately, I can’t bring any good news to you. Rivian looks better, but has its

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options or similar derivatives in LCID over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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