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.
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.
$RIVN Hands off the keyboard. Stop second-guessing your position. If you believe in Rivian's mission the way I do, lock in that conviction and hold. We're not trading this one, we're owning it. $25 before the 4th of July. Easy.