NEWEST Lucid Partnership ⚠️ IS Homologation HOLDING Gravity UP ?! │ NEW Lucid Short Interest %
Overall Thesis
Lucid's newest partnership with Six rental company in Germany is positive but small; homologation delays are likely the real holdup for Gravity delivery, evidenced by a summer 2025 homologation internship posting at AMP1.
Narratives
Lucid partnered with Sixt rental company in Germany (starting at €999/month) which the speaker sees as positive long-term but not a buy trigger. More importantly, a job posting for a summer 2025 homologation intern at AMP1 suggests Lucid has not yet received homologation approval for the Gravity — crash testing was done in August but no rubber-stamp announcement has been made, unlike when they PR'd Air homologation. This likely explains the Gravity delivery delay. The speaker speculates October would have been the month but timing suggests November or December announcement at Q3 earnings.
Key Arguments
- Sixt rental partnership in Germany at €999/month — good for long-term brand building, not immediate catalyst
- Homologation internship posting for summer 2025 at AMP1 signals ongoing delay in receiving approval
- Crash testing done in August — still no homologation rubber stamp announced (unlike Air where Lucid PR'd this)
- Gravity launch announcement likely at Q3 earnings November 7 — November or December delivery start most probable
- First Gravity advertisement spotted — positive marketing signal from Saudi Bay tweet