Let’s do a concise yet precise DD on this turd machine called $RIVN.

I don’t want to go into too much details because I feel lazy as fuck and you’ll eventually just yolo your money into some stupid short term option that will make you feel like you’re doing crack while going to $0. Burp.

Bullish points

• Gen 2 has a much more cost efficient build that was made very clear by CEO during last earning call. He even said “Block the noise, we are having great progress with our Gen 2…”. If this turn out to be fake then I’ll short it to $0 because using this terminology means business. If he can’t deliver or just lied then he toast.

• The turnaround story must be real, they must be fighting every second of every day to reduce costs and survive. What did this kind of management behaviour gave as a result for $CVNA ? Don’t start to touch yourself i’m not done yet.

• The market sentiment is almost at an all time low, and rightfully so as they navigate a bunch of problems they caused themselves by being kind of moronic. The bet here is that they will improve on that aspect and stop shooting themselves in the foot every 2 minutes.

• The cars are loved by their owners, this is self explanatory, a great product will always win and everything will be done to avoid seing it disappear.

• The new cars will be a massive catalyst up to their launch if you have the patience to hold for at least 1 full year. The R2 will be a best seller and will absolutely destroy the market in which it will be competing. I would 100% buy one if I could.

• The cars are US made and in this case the US manufactures are not just fighting Tesla they’re fighting China and a tech US company going bankrupt will not fly with the Trump administration.

Bearish points will be quick, we all know why it’s a turd

• Not being gross margin profitable is a crazy achievement for any kind of respected company, that’s some new regarded level of regardness.

• They could fail on everything they’re trying to accomplish

• R2 might just be an other turd machine that doesn’t fit in any market

• Elon Musk is literally running the country and has people everywhere, maybe he’ll just want to fuck with Rivian even if it’s a net negative for the US

I have more to say but I just gave you bunch of regards way too much to read at once and I don’t want to fry the 2 remaining brain cells you still have up there.

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