Johnny Fair

@gothburz Go pull/shake on the back drop door of the SUV. It is made of very light, weak plastic. Move it back and forth and you can see the weak bend. #trashcan

I bought Rivian stock on IPO day. November 10, 2021. $172 a share. I bought 58 shares. That was $9,976. I remember the exact number because my girlfriend asked what I spent ten thousand dollars on and I said "the future of transportation." She said "you drive a 2017 Civic." I said "exactly." $1,000 invested at IPO is now worth $149.06. I have that number memorized. I check it before coffee. I check it after coffee. I check it during meetings where I'm supposed to be listening. The number changes by pennies. The pennies matter to me now. The thesis was simple. Rivian was the next Tesla. They had the Amazon delivery vans. They had the adventure truck. They had the factory in Normal, Illinois. I told people the factory was in a town called Normal. I thought that was meaningful. A sign. The future of transportation, built in a place called Normal. The factory produced 24,337 vehicles in its first full year. Tesla produced 1.8 million. I called that "room to grow." I have been through six theses on Rivian. Thesis one: they're the next Tesla. (Stock dropped 40%.) Thesis two: the Amazon vans are the real play. (Amazon cut the order.) Thesis three: the R2 platform will be the mass-market breakthrough. (Delayed 18 months.) Thesis four: the Georgia factory changes everything. (Paused indefinitely.) Thesis five: Volkswagen's $5 billion investment validates the technology. (Stock kept falling.) Thesis six: Uber robotaxis. This is the pivot. Every time the stock drops, I find the new thesis. I don't look for it. It finds me. I open Reddit. I open the Rivian subreddit. Someone has written a post titled "Why this is actually bullish." It has 400 upvotes. I read it. I agree with it. I was going to agree with it before I read it. The agreement is the point. The DD is the prayer. My cost basis is $172. The stock is $14.06. I am down 91.8%. I could have bought a used Rivian R1T with the money I've lost on Rivian stock. I have not done the math on this. I'm doing it now. Yes. I could have bought one. A 2022 with 30,000 miles. I would have the truck AND the remaining money. I drive a 2017 Civic. My coworker Dave bought index funds. Dave is up 34% over the same period. Dave brings a sad lunch to work every day. Turkey sandwich. Same sandwich. Dave will retire at 65 with a comfortable nest egg and a lifetime of turkey sandwiches and he will never know what it felt like to be early. I am early. I have been early for four and a half years. At some point early and wrong have the same return on investment. But they feel different. Wrong feels like a mistake. Early feels like a strategy. I feel like a strategy. The Uber partnership was announced Tuesday. I texted three people. One was my brother. One was a guy from the Rivian subreddit whose real name I don't know. One was my girlfriend. My ex-girlfriend. She stopped asking about Rivian in 2023. She stopped asking about anything in 2024. The stock jumped 10%. It gave half back the same day. But for eleven minutes I was only down 81% instead of 85%. I called that momentum. I took a screenshot. I still have the screenshot. Rivian will build robotaxis for Uber. Rivian has not built a profitable vehicle for anyone. Rivian lost $38,784 on every vehicle it delivered last year. That's not my number. That's their 10-K. But I don't think about it that way. I think about it as investment in scale. Scale means you lose money faster until you don't. Uber needs thousands of autonomous vehicles. Rivian needs to not go bankrupt before 2027. These are complementary needs. That's a partnership. That's synergy. That's the pivot. Dave asked me yesterday how much I'm down. I said "I'm long-term." He said "it's been four years." I said "Tesla was down 80% once." He said "Tesla was also profitable once." Dave went back to his sandwich. Dave doesn't understand pivots. I bought more shares this morning. This is the pivot.

Proud of MC! Congratulations!

@ImYouthSoccer I’m a twitter fan1

🚨It is fascinating to us how little engagement there is on our X posts as wondering if the data (which is very time consuming to collect) and graphic creation (even with AI is not easy) is not helping as many people as we thought it would.

4 goals and 1 assist last night. Check out highlights below. hudl.com/v/2TidQi @ImYouthSoccer @CollegeSoccerID @ImCollegeSoccer @PrepSoccer @TheSoccerWire @TopDrawerSoccer @msais @mais_scores @MAISfanGuy

Touch, Turn, Burst of Speed! @ImYouthSoccer @ImCollegeSoccer @CollegeSoccerID @TheSoccerWire @TopDrawerSoccer

@robbiefaulkOn3 Queens loss is bad no matter how you look at it.

@johnnyfair That doesn’t help, but it’s also a really bad hire. He generally underperformed with college baseball’s best resources and then got hired in the twilight of his career in the middle of the portal era.

My gosh Paul Maineri was an awful hire

@ImCollegeSoccer Speed and Athleticism you say…Here you go! hudl.com/v/2TJPsa @elizabethlfair

Speed and Athleticism Speed and Athleticism are probably two factors that club parents struggle with the most regarding College Soccer. Especially if they feel their son or daughter is very technical and tactical and they’re frustrated why they are not committed to a D1 school. In Ranking Order: What College Soccer IS: 1. Speed 2. Athleticism 3. Physical 4. Mental 5. Technical 6. Tactical What College Soccer is NOT: (especially at elite level schools) 1. It is not for slow, unathletic kids that are mentally soft. Parents, bookmark this so you don’t get frustrated that next time you ask why your kid is not going D1. There’s a good chance they may not be as fast or athletic as your heart says they are. #CSTruth

@robbiefaulkOn3 Absolute stud! Dude can also golf his ball!

What Matt Roberts has done at State has not been praised enough. His program has been the most consistent of any on campus.

@robbiefaulkOn3 Coach McMahon’s pin stripes…i don’t ever remember them before he brought them.

I think the pinstripes are State’s best jersey

@BarackObama drill baby drill

Today, the Trump administration repealed the endangerment finding: the ruling that served as the basis for limits on tailpipe emissions and power plant rules. Without it, we’ll be less safe, less healthy and less able to fight climate change — all so the fossil fuel industry can make even more money.

@frankcorder @tatereeves I agree with the disappointment in the Senate and @DelbertHosemann

Governor @tatereeves rips Hosemann, DeBar as being Democrat-aligned, opposed to conservatives “I’ve never been more disappointed in elected officials than I am this morning,” Reeves said of the Lt. Governor and Senate Education Chairman. #msleg magnoliatribune.com/2026/02/04/gov…

I’ve opted Mississippi into the Federal Tax Credit Scholarship Program to promote school choice in our state. Mississippi believes that parents – not government – know what’s best for their children’s education. The Federal Tax Credit Scholarship Program will help Mississippi continue its historic performance in classrooms across the state and further empower parents to do what’s best for their children.   Thank you to President @realDonaldTrump and his administration for continuing to put parents and students first.

@AlabamaSoccer You got a great one!!

We're excited to welcome Alyssa D'Aloise to Tuscaloosa‼️ #RollTide rolltide.com/news/2026/1/19…

@MAISfanGuy How will they schedule football against the big 4 for smaller 4A schools?

The top 14 will have 3 districts. Big 4 in one and the other two will be: North- MSJ, Mag, Bayou, Pillow and Starkville South- Parklane, Copiah, Simpson, ERA, and OFA

HB 2 has passed in the Mississippi House of Representatives! I am incredibly proud of the House members who stood up for kids and families in Mississippi. With more than four hours of debate, I commend both sides of the aisle for civil discussion. The Mississippi Education Freedom Act is about what is best for children and future generations. HB 2 has gained the support of The @WhiteHouse, our Governor @tatereeves, most of our statewide elected officials, faith-based organizations, business leaders, and the Mississippi Federation of Republican Women. With this growing support, my hope is that the State Senate will engage with the House as we work to bring Education Freedom to Mississippi families.

@ImYouthSoccer Do you have that same chart updated for P4?

🚨We hear from a lot of players and parents "I know I am D1" but the reality is their #ECNL or #GirlsAcademy club doesn't send many players to D1 each year. 2027's and 2028's look at the data below to get a realistic sense and target programs and levels accordingly.

Looking forward to another fun weekend @elizabethlfair

@NILnotNLI The Supreme Court ruled based on ncaa rules being unconstitutional. You can’t blame it on the lawyers.

Absolutely nobody whose opinion matters has a positive view of the current state of NCAA Football The few lawyers intent on destroying the game for their own gain don't care one bit about the academic opportunities they're erasing for the next generation

Let’s go Elizabeth!