Intel, Meta Platforms, & Lucid Motors: The Good, the Bad, & the Ugly 6-25-26 - Becker Private Equity & Business Podcast

Summary3 min read

Episode Summary:

Intel, Meta Platforms, & Lucid Motors: The Good, the Bad, & the Ugly
Becker Private Equity & Business Podcast
Host: Scott Becker | Date: June 25, 2026

Overview

In this concise solo episode, Scott Becker analyzes the trajectories of three major publicly traded companies—Intel, Meta Platforms (Facebook), and Lucid Motors—categorizing them as the "good," the "bad," and the "ugly" of recent market activity. Becker highlights each company’s recent stock performance, interpreting what their trajectories reveal about the broader business and private equity landscape.

Key Discussion Points

1. The Good: Intel’s Stunning Turnaround

Intel is up 263% year-to-date
- Becker marvels at Intel’s massive rebound, calling it a “massive, massive turnaround.”
- Notes the surprise around Intel’s resurgence, suggesting few people saw it coming.
- Mentions involvement from both U.S. interests and Nvidia in Intel’s growth.
"The good: Intel is about 263% year to date. That's a massive turnaround that at least many of us didn't see coming..."
— Scott Becker [00:36]

2. The Bad: Meta Platforms' Faltering Performance

Meta (Facebook) stock is down nearly 30% from its 52-week high
- Describes Meta’s recent movement as “frail” over both recent sessions and months.
- Cites a “great article in Bar Chart” noting that “nothing seems to be going right for Meta Platform.”
- Positions Meta’s woes as a classic “bad” scenario in the market.
"Meta Platforms stock is down nearly 30% from its 52-week high and it's looked really frail over the last few sessions, last few months. It's really struggling."
— Scott Becker [00:47]

3. The Ugly: Lucid Motors’ Sharp Decline

Lucid Motors’ stock has dropped about 75% over the last 12 months
- Becker calls Lucid the “poor stepchild” to Tesla and Rivian.
- Points out that Tesla is also down for the year but not as dramatically, and hasn't checked Rivian’s latest numbers.
- Emphasizes Lucid’s situation as disastrous, especially for an electric car company in a hot sector.
"Lucid Motors, the electric car maker. It's sort of the poor stepchild to Tesla and Rivian... Lucid is down about 75% over the last 12 months. That's a disaster in the big scheme of things."
— Scott Becker [01:10]

Notable Quotes & Memorable Moments

Wistful regret on investing:

"Woulda, coulda, shoulda, I wish I invested in Intel."
— Scott Becker [00:43]
Summary of the episode’s theme:

"So those are our three stocks today. The Good, the Bad and the Ugly: Intel up 263%, Meta Platforms down about 28-30% over the last 52 weeks, and Lucid Motors taking it on the chin, finding no charge in its electric vehicles, down 75% over the last 52 weeks."
— Scott Becker [01:27]

Timestamps for Key Segments

[00:30] — Introduction to the episode and the three companies
[00:36] — Intel’s major recovery and performance details
[00:47] — Meta’s decline and discussion of ongoing struggles
[01:10] — Lucid Motors’ significant losses and comparative context
[01:27] — Rapid recap of the “good, bad, ugly” framing and statistics

Conclusion & Tone

Scott Becker wraps up swiftly, stating anticipation for their upcoming CEO Summit and expressing gratitude to listeners. The tone remains concise, matter-of-fact, and witty, marked by brief asides and quick-fire statistics. The episode serves as a snapshot of current business realities and investor sentiment surrounding three headline-grabbing companies.

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Transcript4 lines

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[00:31]
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Scott Becker with the Becker Business and the Becker Private Equity Podcast. Today's discussion is Intel, Meta Platforms and Lucid Motors. The Good, the Bad and the Ugly. So here's the deal with these three companies. First the good intel is about 263% year to date. That's a massive turnaround that at least many of us didn't see coming to the US And Nvidia got involved with intel but but a massive, massive Turnaround up about 260% year to date. Woulda, coulda, shoulda, I wish I invested in Intel. Second, Meta Platforms stock is down nearly 30% from its 52 week high and it's looked really frail over the last few sessions, last few months. It's really struggling. A great article in Bar Chart. Nothing seems to be going right for Meta Platform. So that's the bad and, and they're done about 30% of the last 52 weeks. So that's the good is intel, the bad is Meta Platforms. The ugly has to be Lucid Motors. Lucid Motors, the electric car maker. It's sort of the poor stepchild to Tesla and Rivian, although Tesla's down 2 year to date and Rivian I haven't seen what their stock is doing most recently. But ultimately Lucid is down about 75% over the last 12 months. That's a disaster in the in the big scheme of things. So those are our three stocks today. The Good, the Bad and the ugly. Intel up 263%. Meta platforms Facebook down about 2830 over the last 52 weeks. And Lucid Motors taking it on the chin, finding no charge in its electric vehicles down 75% over the last 52 weeks. Thank you for listening to the Becker Business and the Becker Private Equity Podcast. Looking forward to our CEO Summit next month. Can't wait. Thank you for listening to the Vector Business and Vector Private Equity Podcast. Thank you very much.
[02:26]
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