Invest-4-Tomorrow with Kaye

Stocks, options & investor behavior. Practical market lessons, retail mistakes, and better investing process. Substack + YouTube.

[Invest-4-Tomorrow with Kaye @InvestKaye]

I’m building a long-term thesis on $RIVN.

Not as a quick trade. Not as hype.

The question I’m asking:

Is Rivian just another risky EV company, or is it quietly building one of the most important software-defined vehicle platforms in the U.S.?

R2 is the proof gate.

VW, Amazon, and Uber are the validation layers.

My full thesis: https://t.co/5RT6cb3ltC

[Invest-4-Tomorrow with Kaye @InvestKaye]

Asana ($ASAN), Q2 FY2027 snapshot:

Revenue $216.4M, +10%
Retention 97%
AI: ~25% of net new ARR.

Paid AI traction can coexist with customer contraction. AI contribution margins are lower than seats.

Can AI restore expansion AND improve economics?

https://t.co/nPLLYEeLR9

[Invest-4-Tomorrow with Kaye @InvestKaye]

https://t.co/ZDCqJRH2h5 ($MNDY), Q2 2026:

Revenue $364.6M, +22%
Retention 109%
AI: 17% of NET NEW ARR—not total revenue.

Next-quarter growth outlook: 16–17%.

Can custom apps and paid automation drive profitable expansion? Familiarity alone is not a buy thesis.

https://t.co/rYsuCRpwq6

[Invest-4-Tomorrow with Kaye @InvestKaye]

Our VP of IT and I plan a monday vibe app on https://t.co/ZDCqJRH2h5 ($MNDY), connecting onboarding, tickets and software inventory.

Agents already support processes. This app is NOT implemented; no savings measured.

The interface may change. The platform stays.

https://t.co/rYsuCRpwq6

[Invest-4-Tomorrow with Kaye @InvestKaye]

Fewer screens may not mean less software.

AI agents could replace the interface while relying more on the platform underneath.

https://t.co/ZDCqJRH2h5 ($MNDY): flexible workflows
Asana ($ASAN): coordination
Atlassian ($TEAM): technical context

Who gets paid?

https://t.co/rYsuCRpwq6

[Invest-4-Tomorrow with Kaye @InvestKaye]

@rivianledger Honestly, the not-so-good observations could mostly be addressed with software updates except seat. Seat is also very subjective as i have only seen very few folks complaining about it.

[Invest-4-Tomorrow with Kaye @InvestKaye]

If there was an embargo, she shouldn’t have posted her thoughts online until it was allowed. She breached her contract (irrespective of her opinion about the movie). As a professional she failed miserably. Now my personal opinion- she watched the movie and got triggered and putting it down.

[Invest-4-Tomorrow with Kaye @InvestKaye]

Excited for my R2, but the post-VIN experience needs some work.

Emails, ticket, chat, calls… and I’m still coordinating between the bank and Rivian myself without a direct delivery-team contact.

@Rivian, one named point of contact and a clear escalation path for exceptions would go a long way.

The car can be amazing. The buying experience needs to keep up.

$RIVN

[Invest-4-Tomorrow with Kaye @InvestKaye]

@DKVaught I am new to EV game, can Rivian improve any efficiency through software update? I mean if the battery is performing this poorly when it’s new, how would it hold up 3, 5, 7 years from now?

[Invest-4-Tomorrow with Kaye @InvestKaye]

@EV_Agnostic We know what’s waiting for us then in the coming weeks and months 😅

[Invest-4-Tomorrow with Kaye @InvestKaye]

@ChadMoran @itskyleconner

[Invest-4-Tomorrow with Kaye @InvestKaye]

AI infrastructure must prove business value.

Layer 6 asks whether it lowers costs, raises productivity and drives profitable growth.

ServiceNow ($NOW) is my clearest thesis. Salesforce ($CRM) and SAP ($SAP) show other paths. No forced winner.

https://t.co/E48hYt7HUx

[Invest-4-Tomorrow with Kaye @InvestKaye]

Don't count Google out! They have a technical edge and a strong affinity for the 100 million average, a key indicator worth watching on their charts. #Google #TechStocks #Investing

[Invest-4-Tomorrow with Kaye @InvestKaye]

Palantir soars 8% today! The market shows mixed signals: Nvidia dips, but Apple, Google, Microsoft, Amazon, and Tesla are in the green. Earnings season kicks off this week with big names reporting. #StockMarket #Investing

[Invest-4-Tomorrow with Kaye @InvestKaye]

The narrative that AI will completely disrupt SaaS has subsided. This means SaaS stocks are likely to rebound, and the sector is already coming back strong. We've seen a significant move from 74 to 112 since February. #SaaS #TechStocks

[Invest-4-Tomorrow with Kaye @InvestKaye]

Article research snapshot:

$NOW ~8.8× estimated FY2026 revenue
$CRM ~4.8× estimated FY2027 revenue
$SAP ~5.3× estimated FY2026 revenue

Not live valuations or a ranking. Growth, fiscal years, risks and monetization models differ.

https://t.co/E48hYt7HUx

[Invest-4-Tomorrow with Kaye @InvestKaye]

The US AI landscape is dominated by 4 big models: Anthropic, OpenAI, Elon's X AI, and Google. Meta also plays a role, but Microsoft's Copilot uses other models and is considered weak. #AI #Tech #Business

[Invest-4-Tomorrow with Kaye @InvestKaye]

Enterprise AI adoption is real. Incremental profit is harder to measure.

$NOW reports AI ACV.
$CRM reports ARR.
$SAP monetizes through included features and AI Units.

Those metrics are not comparable—and none automatically equals new profit.

https://t.co/E48hYt7HUx

[Invest-4-Tomorrow with Kaye @InvestKaye]

Speculative stock trading requires profit-taking. Holding through massive swings from $1.50 to $50 and back down to $14 means you're neither a good investor nor a trader. Secure your gains! #TradingTips #Investing #StockMarket

[Invest-4-Tomorrow with Kaye @InvestKaye]

Trading speculative stocks requires taking profits. Periodically taking profits, even just a third, frees up capital for other opportunities. Don't miss out by holding too long. #TradingTips #Investing

[Invest-4-Tomorrow with Kaye @InvestKaye]

Technical analysis suggests an entry point at current volume levels, with potential for a move towards all-time highs. The market is coiling for a bigger move, especially within the AI industry. #Trading #AI #VolumeAnalysis