Lucid is up 6.3% largely riding Rivian's 25% post-earnings surge, which itself came from a triple beat with strong 2026 guidance. The speaker says Lucid's own upcoming earnings hinge entirely on 2026 guidance — if Lucid says 25,000 units, the stock gets hit; they need to be aggressive. The Gravity delivery halt for a seat component issue was a brief negative, but the stock's current momentum above the 10-day moving average is encouraging. Big money is buying on the secondary market.