Nick The Money

$RIVN Would not be surprised to see news soon Keeping on watch

SPACEX $SPCX OPENS UP 20%, ELON MUSK BECOMES THE WORLD’S FIRST TRILLIONAIRE

Did you notice? Lucid just hopped past Rivian in self-driving capability. The Lucid Gravity will now automatically change lanes as needed on the highway, no human intervention required. To date, Rivian still requires you to manually enable lane changes. This is huge!!

Hey Rivian 😉

In the past 2 weeks, $RIVN has quietly gone from ~$13/share, to more than $17, up more than 30%! With Rivian's mass-market vehicle, the R2, getting rave reviews, and starting customer deliveries in 1 week, there is a possibility that the market is wisening up to this incredible tech/car/AV company. Here are the reasons why I'm super bullish on Rivian: 1) Rivian's R1S (large SUV), R1T (Truck) and the EDV (Delivery Van) are 3 class-leading products that its customers LOVE! Seriously, it has cult-like customers, which is always a great sign! 2) The R2 (smaller SUV than R1S), priced at $45-60K, is on the verge of becoming a best-selling EV in the US, limited most likely by manufacturing capacity for at least the next 2-3 years! 3) Rivian will likely have 50%+ avg year-over-year revenue growth for the next 4 or 5 years as it ramps up production and adds other vehicles. It will likely be the fastest growing major car company in US & Europe. 4) Rivian's investments in EVs and its proprietary electronics, batteries, software, AI Chips and autonomy, sets it apart from all other car companies. It's fast on the trail of $TSLA. No other non-Chinese car company comes even close. 5) In order to protect their car industries, the US & Europe will likely continue to make it difficult for Chinese car companies to compete in their regions. So Rivian's only real competition in US & Europe is Tesla. 6) Rivian's software & electronics lead is verifiable because VW made a $5 Billion+ partnership with Rivian in order to get its hands on Rivian's software & electronics tech. 7) There is no other tech/car company I know of with this much technological advantage, mass-manufacturing capacity, and lead over its competitors, that is trading at a market cap of just $23 Billion. Rivian has spent over $25 Billion and 15 years of development to get to this point. That is a MASSIVE MOAT. Nobody can just enter this space and catch up quickly. 8) With over 140 charging stations in the US, 100 Service-centers, and ~40 sales offices, Rivian is again the leading EV & car infrastructure company in the US after Tesla. In my view, Rivian should easily be ~$100 Billion market-cap company (about 4x it's current market cap) TODAY! And if it reaches profitability in say 5 years, it should easily be worth 3-4x that amount! If 5 years from now, Rivian has ~$40 Billion in revenues (that's just 5 years of 50% yoy growth), and is a profitable company, it's easy to see it be valued at $400 Billion (that's just 1/4th of what Tesla is valued at TODAY!). Obviously, all of this is just my opinions and why I own so much Rivian stock. Not Investment advice.

thank me later regarding the SpaceX IPO