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  1. Polestar Precept announced as Polestar 5 - This thing looks amazing !

    They’ve said the Polestar 5 will be a $100k+ car.
  2. Many Launch Edition R1T spotted on transport!

    Is it just me or do those trucks look matte…
  3. Rivian now 3rd most valuable automaker in the world

    It's going to be pretty easy for analysts to sniff out a miss in deliveries before 24 hours before the earnings. At that point I expect a miss will already be priced in.
  4. Rivian now 3rd most valuable automaker in the world

    Ford has had a P/E multiple higher than GM for over 5 years. It has nothing or very little to do with Rivian. Ford is valued more than GM by investors. They believe Ford's growth will outpace GM by a significant margin over the coming years. That's all it is.
  5. Model Y receives 4th price increase in 30 days. Over 12mo, Model Y price increased from $48,900 to $58,900. What can we expect from Rivian?

    Keep in mind that Tesla is focused on maintaining profit margins. They are no longer in the growth at all costs stage. Rivian needs to get as many cars in customers hands as possible, even if that means a negative margin on every vehicle. They need to grow and lose money to do it. As Rivian as...
  6. Video: Alexa opening and closing front trunk on R1T

    These things have been shown and reported on. For example, at the Sonoma event, an employee brought their own personal truck and let’s us play in it. I took this picture of the range numbers, which would be dynamically adjusted based on the owners driving behavior. Additionally, there are now...
  7. Quick Chat with CS about delivery timeframes

    What people seem to forget is that we don’t know the number of LE pre-orders and people that ordered quite late(late 2020 myself) were able to reserve an LE. I am definitely a high number, but if they only sold a few thousand LEs, the order number for an LE holder is somewhat irrelevant.
  8. Rivian Raises Target IPO Price (RIVN)

    I would go so far as to say they are doing it wrong if they attempt to be profitable any time in the next few years. That cash needs to be deployed to develop the R2R and future products, get their software up to snuff with Tesla, expand in to Europe and SE Asia, expand charger infrastructure...
  9. IPO Day Recap: Rivian briefly tops $100 billion market value, then eases in IPO debut

    Stock valuations are a measure of forward looking earnings…Tesla is a great example where the value is often looking at where we think they will be in 5 or more years.
  10. The line looked busy this morning…

    You can see the clips on Rivian’s Intstagram. Behind RJ is a full assembly line. Certainly it’s running slower than they would like, but there’s no extra spacing. Additionally, most of the cars right now look like granite and white or silver. Last, it’s clear they only paused the line while RJ...
  11. Official: Rivian IPO priced at $78 per share (@ $77 billion valuation)!

    Yes, you can sell. Just press the sell button and decide the type of sale you want to do.
  12. Official: Rivian IPO priced at $78 per share (@ $77 billion valuation)!

    Someone on Reddit says they can see bidding for $200 picking up
  13. Official: Rivian IPO priced at $78 per share (@ $77 billion valuation)!

    CNBC is having live coverage now. They just confirmed Amazon is planning to double down and buy more shares. Ford is likely to offload since the lost their board seat.
  14. Official: Rivian IPO priced at $78 per share (@ $77 billion valuation)!

    This article from last night has an interesting paragraph. If this is true, instead of taking profits, most of the biggest holders plan to increase their position. This is a very good sign. "Over the years, it attracted a wide array of backers. As much as $5 billion of the IPO shares are set to...
  15. Official: Rivian IPO priced at $78 per share (@ $77 billion valuation)!

    I am hearing 10:20 am EST, but it's all rumor.
  16. Official: Rivian IPO priced at $78 per share (@ $77 billion valuation)!

    You're mistaking IPO price and price at the start of trade as the same. They are not. Example: Airbnb IPO price was $68...it opened at $146 and never looked back. The 52 week low is $121.50.
  17. Official: Rivian IPO priced at $78 per share (@ $77 billion valuation)!

    Not at all. The price of a stock is a forward looking valuation. Investors have priced in Tesla earnings 5+ years out forever...and it's just how it's done. You can't look at today's performance to value a growth stock because you will always miss the boat. It's high risk, yeah, but it's not...





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