The Robotaxi Model Is Splitting In TwoFor years, Tesla's strategy has been clear: control the entire stack—hardware, software, network.But a different model is now emerging.Nvidia's push into autonomous systems is moving beyond chips into full-stack AI platforms, while Lucid is positioning its upcoming midsize vehicles—and even its Lunar robotaxi concept—for scalable deployment. Layer Uber on top, and the missing piece—distribution—is already solved.This isn't a pilot phase. It's a modular buildout.Nvidia B ...

Group 1 - The core viewpoint of the article is that Stifel Nicolaus analyst Stephen Gengaro has maintained a $17 price target for Lucid (NASDAQ: LCID) following the March 12 Investor Day, indicating a potential 72.41% increase from the current price of $9.86 [1][2] - The bullish forecast is supported by significant updates presented during the Investor Day, including new midsize models, advancements in autonomous capabilities, and a medium- to long-term outlook for the company [2][3] - The introduction of the midsize platform is expected to expand Lucid's addressable market from approximately $40 billion to around $350 billion by 2030, although Gengaro has rated the stock as 'Hold' despite the positive outlook [3][5] Group 2 - Wall Street's consensus on Lucid stock is generally a 'Hold,' with an average 12-month price target of $12.86, reflecting a cautious approach despite the bullish sentiment from some analysts [3][5] - Morgan Stanley has issued a 'Sell' rating for Lucid, projecting a modest upside to $10, indicating differing opinions among analysts regarding the stock's potential [6] - Since the Investor Day, Lucid stock has experienced a decline of nearly 7%, and it is down 11% year-to-date, with a 54% decrease over the past 12 months [7][10]