Wintermute

Most EV analysis covers who's winning. Very little covers why the losses exist, what they actually mean, and which companies are being misread by the market. Spent weeks going through filings, Investor Day presentations, and building scenario models. Sharing the most surprising findings — one per day. Full research package follows, including scenario models with breakeven timing, dilution analysis, and stock price implications. $LCID $F $GM $STLA

@CryptoSDMark Congratulations 🎉

I would like to introduce Lucy! $LCID

Thank You. It's really worth every penny. I shopped around a bit before closing this one, and nothing comes close for anywhere near the price. Thankfully, the midsized should be generally available within a year. I got a second year Air and now a second year Gravity. Maybe we'll make it a trifecta.

@CryptoSDMark Beautiful car, I wish they could make it cheaper.

@desert_ev Lucy thanks you.

@CryptoSDMark Hi Lucy!!! Welcome to the physical and crazy world!!!

@WhiteMillions Definitely interested in the midsized. My wife currently has an Ioniq 5 and the timing for her lease end would be good for the midsized..

@CryptoSDMark Makes sense, especially with new models coming ⏳ Interested in Lucid midsize?

@WhiteMillions Lease. It's the way to go for me since I like new cars and they are improving so rapidly.

@CryptoSDMark Lease or? Congratulations, Premium master 🥂

@evierun1 @LoganT04448184 Yeah, we loved our Air as well.

@CryptoSDMark @LoganT04448184 Love it! 71k miles on my Air GT…ignore the haters!

@dictionaryhill Sweet! Thank you.

@CryptoSDMark Hey, we already named our EV Lucy 🤣 Big congrats man!!

@PhileasFoggs Thank you. Yeah, she's fast, quick too. LOL. It's actually not high at all.

@CryptoSDMark Congrats Mark. Lucy looks like a real goer! Does it come with a ladder for Grace to get in😆

@DoublepPradhan I just tested drove a brand new one while shopping for a replacement for my Air that was near lease end. I agree it was a good value. But it’s very hard putting up with the lesser quality after 3 years in a Lucid.

@CryptoSDMark My 2020 I agree. But I don’t hear anyone make anymore comments. Very good with no air suspension. No real compromise. The value is unreal.

@DoublepPradhan I test drove a Model 3 Performance. It was loud with a harsh ride. It was like driving an '80s Japanese performance car, not a very sophisticated suspension. Anyone can make a car handle well at the cost of comfort. If I need an Uber, I'll order one..no thanks.

People love cars, it’s a big moment, not something you buy everyday, it is part of their life. I want all my fellow human beings to enjoy life. You are at a friends house for 4hours, playing poker, having dinner, had few drinks ( still under limit) and go home 1am , 1hr drive. I went to a comedy show from Toronto to Niagara Falls. 30min traffic delay. FSD game changer! Sitting like this is the new gangsta lean! Keep the lucid, get a model 3 use FSD and you will not want to drive the lucid. Fact!

@buffaloden716 Yes. That’s how a lease works. Why?

@CryptoSDMark Hi, is Lucy returnable? $TSLA

@CryptoSDMark Congrats!

@hsym786 @2028Lucid

@CryptoSDMark @2028Lucid It will change your life … lol 😂 I still get a bit of joy every time I drive this car !!! I also have the black with Tahoe !!! Congratulations!!! Wish you all the best !!!!

@CryptoSDMark Awesome!! Congrats!!

@DoublepPradhan You actually need to have lived a life and loved it to understand.

No Tesla FSD . Wrong choice. Explain your logic . Eg. It beautiful sunny day you are a friends cottage. But rain is on its way at 8pm after a humid day. You have two hour drive home. Ate dinner, long day. This cars does nothing to improve your lifestyle . You would have saved $$ , Model Y is better . Could have gone to Greece and Italy with that money and enjoy 5* vacation. Explain your logic cause a Grade 4 can do analysis and tell you what the obvious choice would be

@almarri_fheed @2028Lucid

@CryptoSDMark @2028Lucid Congratulations on the brilliant choice! $lcid 💎

@Ashburner_Lite Tesla makes nothing that drives and rides like a Lucid. But you do you.

@CryptoSDMark LCID lost me 10k. I’ll buy another TSLA

@R1Stephanie @khair990

@CryptoSDMark @khair990 Nice!!!

@CryptoSDMark Congratulations

@CryptoSDMark Congratulations 🍾🎉🎊