Lucid: Tesla Stumbles And Tariffs Bode Well (Mostly)

  • Lucid is a speculative buy, benefiting from Tesla's missteps and U.S. tariffs that shield it from Chinese EV competition. Tesla's declining reputation and sales open up market share for Lucid, especially as Lucid expands overseas and launches more affordable models. Risks include Lucid's exposure to tariffs on parts, lower American content, and competition from cheap used Teslas and Chinese automakers abroad.