$LCID Lucid Tape Reports
Per Ticker.id: $LCID Lucid Tape Reports — 7 podcast mentions across 4 podcasts (30 days), latest 2026-08-19 23:04 UTC.
To me, NVIDIA is creative in picking these deals and creative in designing them. But not all agree. The critics say these are circular deals where NVIDIA gives someone money and then they spend that money on NVIDIA product. I call them Lazy Susan deals for that weird spin thing that was on my mom's dining room table. Just this morning, for example, The Wall Street Journal painstakingly laid out the case against NVIDIA. Not that we haven't heard it before, suggesting that these investments pump up their sales numbers could lead to obligations that the company can't meet if the edifice comes crashing down. It's very dire. They mentioned Lucent. Once upon a time, a huge company, telco, that did tons of circular deals during the dot-com era. Lucent was accused of massive accounting fraud. Then the Journal said, to be sure, NVIDIA isn't Lucent. To which I say, wait a second, if it isn't lucid, why bring it up? Comparisons, as my mom has said, are odious. Another NVIDIA permutation, the data center. You peer inside a data center, you see plenty of NVIDIA. But what if a data center growth gets restricted by politicians who've seen the polling and don't want to antagonize their voters? The mob has spoken, and the mob hates the data centers. To me, there shouldn't be a mob. We need people talking to each other about what each community needs. Conversations between prospective data center builders and townspeople that will end the controversy. But the country keeps building, and when it does, it drives the stock of Nvidia down. That had been the trajectory for 8 days. Today's small gain did little to bring the stock back to where it was. It seems there really isn't any end of tech that Nvidia doesn't touch. Last week we were in Boise, Idaho, taking— we were talking with Sanjay Bhutani, the CEO of Micron memory chip maker. They're trying to build a fab to produce DRAMs, which are in very short supply. You got workers toiling long hours, 6 days a week. From the top of the structure, looks like they're just ants running all over the place, thousands of them. This isn't one of these construction sites where a couple of people are standing around smoking and someone else is trying to get a forklift to work. This is broad, might incredibly important.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25They're totally cool and normal. Yeah, she's super lucid, very smart.
Joe Rogan — The Joe Rogan Experience · #2545 - Jesse Michels · 2026-08-25Yeah, look, it's not coming in hot now. The last couple it has come in hot and the result has been, well, everybody said that's why it was up. The reason why it's up is because the numbers are good. Now, we also have a tremendous blowback, as we all know, about everything that he does. The Wall Street Journal has a bill of particulars today about how about everything being circular. And they even mentioned— and David, I think that this is— I I thought of you when I read this. I'm glad. Well, okay, good. Yeah. Lucid.
Jim Cramer — Squawk on the Street · 9AM HOUR: Chips Rebound Ahead of Nvidia Earnings, Druckenmiller Slams Treasury, Dick's Sporting Goods Shares Plunge · 2026-08-25When you mentioned Lucid, that's, that's nuclear. So that's, that's chemical warfare. It's not even nuclear. No, I'm just— but they say to be sure Jensen's honest.
Jim Cramer — Squawk on the Street · 9AM HOUR: Chips Rebound Ahead of Nvidia Earnings, Druckenmiller Slams Treasury, Dick's Sporting Goods Shares Plunge · 2026-08-25And I'm sitting there, and I have these tourniquets that are on my chest that we rubber band them to our chest specifically so they can be easily broken off and applied to stop the bleeding in your limbs. And I was so weak and fucked up from this blast that I literally couldn't pull the tourniquets off. And there's— I don't even know if anyone's alive basically at this point. I don't even know what's happening down in the contact zone, which is like 20 feet feet away from me. All I hear is gunfire. It's madness. And at any point, I'm expecting fighters to run down the alleyway and fucking kill me. Like, I'm dead. I'm dead no matter what here. And so I had this true, in my mind, like near-death experience where I sat there. It's relatively well-illumed, and I suddenly lost my hearing. Like, it's gone, completely gone. And there's good illumination, so I can see this small alleyway I can see these flashes of light as, you know, rounds are coming in. And I just— I'm like, I'm in my head. I'm so aware that I'm alive, but I'm dying. And then my vision goes completely blind, like can't see, I can't hear anything. But I was so lucid in my mind, so aware that I was alive. And I tell people that on a day-to-day basis, you live and you don't think about it. You don't wake up and actively live. You don't You don't think, "Today I'm gonna breathe. Today my heart's gonna beat." You just do it because that's your entire experience is being alive and your body knows how to do that. Your brain knows how to be alive. You also know how to die, you just haven't done it yet. And I had this really distinct feeling of like, "Oh shit, this is what it feels like when you shut down." It didn't hurt, it wasn't sad. It was just, it couldn't have been more matter of fact. And all I was thinking about, I had two thoughts. I had, um, what will my obituary say? Nothing in terms of substance, but will it say Jonathan Allen was killed in action or John Allen? Uh, so I was hung up on that, and I was also thinking about my wife and how she'd be notified at home.
Joe Rogan — The Joe Rogan Experience · #2543 - MrBallen · 2026-08-20Yeah, so after we got medevaced, so I'm in the, I'm in the helicopter, and at this point I don't know I don't know the state of my injury. All I know is a few minutes ago I thought I died, you know, like, I don't really— I'm happy to be here now. But we get in the helicopter and that crew was amazing. I think they were PJs, Air Force PJs, which are like Spec Ops Air Force. I think they were fucking great. But they're like, hey, do you want— what's that, the drug? Oh my god, it's the one, the painkiller drug, morphine. And I said no, I didn't have any pain, but I was like, I'm worried I might die and I want to be lucid for it. And they're like, okay, now I think you're going to be okay. But I was like, in my head that I might die. I don't know. And so we get medevacked out of Zarganshahr and they fly us right to this nearby base, very close by, called Shank. And when we get there, there's obviously doctors and nurses that are there specifically for this. And so even though it was the middle of the night, they had been told, hey, you have two casualties. The guy with the collapsed lung and myself. To be honest, I don't really know exactly what they were told, but I would imagine they were told, get ready for some type of surgery for both of them. And so we fly to FOB Shank, and I get wheeled in on a stretcher, and my clothes have been fucking cut off of me, like my dick's hanging out, like I'm in disarray, like I'm all fucked up, and I really, I don't even know, I think I'm gonna be okay, 'cause at this point I've made it here, No one's acting like I'm literally about to die, but I don't know. I don't really know how bad it is. And they wheel me into this tent along with the other guy, and it's so bright, like so bright inside of there that you can barely open your eyes. And it's just a sea of all these doctors and nurses that are ready to perform whatever needs to happen, 'cause they don't know. They don't know what needs to be done.
Joe Rogan — The Joe Rogan Experience · #2543 - MrBallen · 2026-08-20Reminiscent of the dot-com era in the late '90s when anything connected with the internet was beloved until the market was flooded with excess supply. The whole group collapsed in the year 2000. I'm going to give you a really concrete example from 2020. It's a company called Quantum Space. Quantum Space, which in retrospect was basically a science experiment. Looking to develop better battery technology for electric vehicles. Anyone can develop better, more efficient batteries with the ability to charge very quickly and you can make a killing even in a world where electric cars have lost some of their luster. But QuantumScape was a long way from having anything they could actually commercialize and they could sell. Even 4 years later, these guys still didn't have any meaningful revenue. Back in 2020 and early 2021, Wall Street was still giving the benefit of the doubt to anything connected to electric vehicles. QuantumScape came public via a SPAC deal. And you have to be— you remember, you have to be really skeptical of those. And when that merger was announced, the SPAC it was merging with saw its stock more than double in just 2 trading sessions, putting it in the 20s. Now, during this initial period of maximum hype, the stock— I know this will be crazy, but stock shot up to nearly $132. And that's where it peaked in December 2020. Then we started seeing short sellers come out of the woodwork arguing it was a scam. Scam. And Wall Street gradually lost interest in companies with zero profitability, let alone super speculative names like QuantumScape. No revenue. In the end, the stock got obliterated by late 2022, was in single digits, has only been able to bounce above those levels at times thanks to what I regard as an occasional short squeeze. And look, QuantumScape's hardly alone. Don't mean to pick on it. All sorts of electric vehicle plays that came public during the IPO frenzy of 2021 got crushed. Rivian, although it ended up coming that, but Lucid, Nikola, Canoo, The Lion Electric, Lightning Motors, Lordstown Motors, Faraday Future, Intelligent Electrics, all saw their stocks plunge more than 90% from peak to trough. Many, like Nikola, turned out to be— well, had some fraudulence. Their founder and CEO was even sentenced to prison. Again, though, we had roughly 600 companies come public just in 2021.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/19/26 · 2026-08-19Wow, wow, absolutely. I think, well, the overcapacity has been a kind of like, well, It's been chronic in the Chinese economy, especially for manufacturing in many ways. And I think one of the key, like, factors driving this is this combination between, or linkage between, private capital and local governments because, well, it happened well before in steel and also in many other sectors, but in, like, automotive industry, What really happened was that, well, actually in the 2010s, the Chinese government will— I think a lot of people in the industry will believe that is one of the key turning points for the Chinese EV sector. They somehow in 2014 and 2015, well, if you remember in the peak of like shuangchuan, like mass entrepreneurship and innovation, like da zhuangchuan ye wan zhuangchuan xing, the Chinese government will lift this restriction for like not only private capital but also for private startups to start building cars. So that's why, well, you see in China there's not only, well, those companies that you can see today like NIO, like XPeng, like Li Auto, those were xīngshì lǐ, what Chinese people will call, but also a bunch of like companies that are now bankrupt. There are like, I actually did a count for another paper I'm writing, there are like 60 or 70 EV startups in China after 2015. That's crazy. Like, well, when you are talking about that in the US, well, you only have like Tesla, Rivian, Lucid, maybe Fisker. That's it, right? Maybe like 5 or 6 of them, right? But in China, you have like 60 of them. So many of them will, of course, will, uh, were like purely, well, started by private capital or private company, but, but Those were not very successful because they ran out of cash very early on. Some of them will try to establish, well, kind of like joint ventures with local governments, but well, they also ran out of cash from very early on. So the kind of like companies that sustained was those type of companies that can raise capital not only from their own founders, not only from the local governments but also from, well, for example, corporate venture capitals.
Fengming Lu — ChinaTalk · The Rise of China’s Electric Vehicle Industry · 2026-08-17