HedgeMogul

Series 3 licensed futures portfolio manager with decades of experience. Demographics are destiny. S&P 500 forecast of 17,500 by 2033.

[HedgeMogul @HedgeMogul]

@mattb4sc @Ryan_Kartje @dylanohernandez How about him writing that Mo St went 4-8 last season when they went 8-4? How could anybody pay for such sloppy amateur work?

[HedgeMogul @HedgeMogul]

@GuntherEagleman @brianeharrison @Burrows4TX Just another day in the backwards confederate dump called Texas.

[HedgeMogul @HedgeMogul]

@drewwelker64 @DomDoesMedia Arizona has .06/kw off peak if you are on their demand charge plan (super expensive during 4-7 summer weekdays).

[HedgeMogul @HedgeMogul]

@Hilbe It assumes they start at 0% and each month are able to add 33% of a shifts capacity.

Q4 2022 they produced 10k R1 after during the height of supply chain chaos. They better be able to do double that after 4 year of experience.

[HedgeMogul @HedgeMogul]

@Rivian_DD That would be a valuable metric to publish. Establish a clear formula for accruing regulatory credits and track the cumulative off-balance-sheet value.

Quantifying this hidden asset could provide meaningful insight into long-term enterprise value and strategic optionality.

[HedgeMogul @HedgeMogul]

@Rivian_DD @KevinMelnuk $206m margin on 8,640 deliveries in Q1 to meet the $1b VW milestone, then -$206m in Q2 on 10,661. Doubt VW CFO is pleased with this accounting.

They should have pre announced the $300m policy hit.

Still say the bottom is when Trump revokes the GA loan. You know that's coming.

[HedgeMogul @HedgeMogul]

@Rivian_DD @KevinMelnuk Current Assets down $463m and current liabilities up $692m. Another $2b to burn 2nd half 2025. They will exit the year with around $4.5b of cash.

[HedgeMogul @HedgeMogul]

@Rivian_DD @KevinMelnuk Policy attacks are biting much worse than expected. Regulatory credits are gone and tariffs will cost $2k/unit starting next quarter.

2027 mentioned way too much for my liking. Sounds like they aren��t even going to start Georgia until they reach a certain volume in Normal.

[HedgeMogul @HedgeMogul]

@robert995581 @RipchikSpencer @WVUSports Pulling weeds isn't hard work, it’s dumb work.

[HedgeMogul @HedgeMogul]

@PennsylvaniEER @DonJamesSports @RipchikSpencer @WVUSports Ha ha yes you need another dip whining about the good old days. Amazing how dumb he sounds.

[HedgeMogul @HedgeMogul]

@Capt_Canuckski @Cyber_Trailer @Waymo How's that RoboTaxi rollout coming along? From a fake Austin launch to 20 fanboys with a chaperon in the passenger seat to a proposed launch in SF with a person in the drivers seat! Charging is a bigger opportunity. I checked out the Tesla Diner yesterday.

[HedgeMogul @HedgeMogul]

@kenfoody @NFL_DovKleiman Larry Fitzgerald by far is #1.

[HedgeMogul @HedgeMogul]

@StingRae52 @MogaHeidi @brianeharrison So Texans are finally realizing the middle class there pays higher taxes than California? Ha ha ha

[HedgeMogul @HedgeMogul]

@KevinMelnuk Trump is going to cancel the GA loan. It's guaranteed. Take any volume from that factory out of your assumptions.

[HedgeMogul @HedgeMogul]

@RichardBuc94088 @j_bambrick Household wealth is $160T. The USA is not in debt. We simply choose to fund a portion of government spending via borrowing instead of taxes, then invest the cash which generates a return higher than the borrowing cost. As for the OP, he’s an idiot. Wealthy people don’t own RVs.

[HedgeMogul @HedgeMogul]

@RichieSimpsons @Rivian_DD As somebody posted they likely rounded up and possibly somebody in compliance saw the tweet where DD used their page to forecast Rivian deliveries so was reviewed and revised down.

[HedgeMogul @HedgeMogul]

@Rivian_DD @Frahen30 @BullTradeFinder @godsgreat_87 You really think it will be that low? 2022 production was 24k and that was the inaugural ramp in the middle of Covid supply chain issues.