the long way downunder
Well-Known Member
My reference to the US interfering in the Ukraine border skirmishes with Russia was the price of $RIVN, not chips or supply side economics. Rivian could report 300 units or 100 units and the $RIVN price will follow whatever the market does in reaction to near term fear and uncertainty (all of which will disappear in the next massive government-funded rally.)No so much saber rattling from the US as much as it's a scream for help from the democratically elected leadership in Ukraine who wants to be more European. That said, Russia's actions; and the EU and UK imposing sanctions probably has more effect than anything the US is doing (for now).
As of this moment, since Russia is insignificant in terms of Supply Chain, manufacturing and economic importance; it shouldn't impact deliveries. Now if China makes move on Taiwan, then all bets are off...
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