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I think they are doing the right things. The financing last quarter was a bit of a bad surprise, but the rate was good and if there is any dilution it will be more than offset by a material increase in the stock price relative to today. R2 is going to determine a lot, and there is a lot of...

This movement feels similar to what we saw after the call last quarter. Good new for Rivian, which is the most important result, and a pull back of the stock. People get scared when expected losses become actual losses, which is completely irrational. The market is well known for being...

I still firmly believe that Rivian will have a new all time high prior to 2030. I'm likely in the minority, even on these forums.

Being a fly on the wall, I'm not sure whether the early dip today is due to fear, additional knowledge, or people recognizing that we tend to get a pullback in price once people re-learn that RIVIAN is not yet profitable and continues to use Cash reserves as planned.

The movements today are not supportable simply by fed and bond news. I suspect there are also some folks trying to get exposure to the earnings call next week along with the riding the sails of Tesla being up for the day.

All of the old guard ICE manufacturers are struggling to move forward. It makes sense, a BEV is a totally different thing that happens to provide the same experience for end consumers. You don't need engine people, carb people, etc. You can build a BEV truck of any size rather than only...

Those are both possible scenarios, but less likely than either of the other two options. There is a frontrunner RIVIAN is chasing. At present, RIVIAN production is a small multiple of the frontrunner in most ways. It will take time to close the GAAP, if that is even possible or a goal...

In the end, the movement we observe in RIVIAN stock is wildly volatile and frequently inconsistent with news stories and market movements. The other manufacturer of note is struggling, so RIVIAN goes down. A new EV pickup isn't selling well, RIVIAN goes down. If the unreleased truck was...