Tiiohh

Chart Enthusiast. Posts are my thoughts and opinions, none of what I post should be taken as Financial Advice.

[Hamid @hamids]

Let's talk about $RIVN, which is up ~10% today and ~30% in the last week...

The company had given Q2 delivery guidance of 9,000-11,000K vehicles. They ended up delivering 12,194!

And more importantly, they raised the full-year total from a guide of 62,000-67,000 to 65,000-70,000.

It's safe to say that with R2 being a major hit, Rivian will likely beat the top of that guide and deliver more than 70,000 vehicles in 2026.

What does that mean?

That means for the 2nd half of 2026, Rivian will likely deliver over 47,000 vehicles!

For context, in the 2nd half of 2025, despite the $7,500 tax credit driving Q3 2025 sales, Rivian delivered 22,946 vehicles total!

So in the 2nd half of 2026 Rivian is GUIDING to increase deliveries by more than 104%!

And they will likely even beat that!

There's more to be excited about too:

- Rivian has been highly criticized for lack of positive vehicle gross margins. Over the past 18 months, they've brought the costs of their R1 down substantially and as they spread the cost of depreciating manufacturing facilities over a larger number of vehicles, their margins on the R1 should be positive in Q4.

- Then there is the margins on R2: from the design phase, Rivian has been building the R2 with reducing costs as a primary goal. The R2 "Bill of Materials" (or BOM for short) is roughly 1/2 the BOM of R1. It was designed so that the labor it takes to put the R2 together is also easier, meaning the R2 costs should be roughly 1/2 of the cost of R1. Since Rivian is selling primarily the launch edition of the R2 at ~$58K each, there's a high probability that the R2 is going to contribute to margins as soon as Q3, but almost certainly by Q4.

- Then there is autonomy! @RJScaringe has reiterated multiple times that they expect to release hands-free, point-to-point driving by the end of 2027. I would expect this to be on-par with $TSLA FSD from about 18 months ago...it'll be incredible when compared to any other self-driving capabilities of other vehicles, but not quite as good as Tesla's FSD. However, the rate of improvement should also start to accelerate as Rivian has more R2s on the road.

And this company is currently valued at just $25 Billion!

Show me any other company with this much tech, products customers love, manufacturing capacity, sales/service/charging infrastructure, rapid growth and such a bright future, that is valued at just $25 Billion!

[Tiiohh @tiiohh]

$RIVN finally starting to play out. R2 deliveries beating expectations and increasing forward guidance with cheaper R2 coming out next year.

$RIVN also having exposure to robotics through Mind Robotics with a 35% ownership stake. This will look obvious when it’s back above IPO

[Tiiohh @tiiohh]

2 trades I’m taking going into 2026:

$Hype

Pretty obvious play here. A top leader for perps market and proposal to burn 10% of supply.

$Rivn

Jumping on the bandwagon for Rivian here. IPO’d at $70 with ATH over $100. Tons of upside potential along with Amazon owning a bunch

[Rivian DD @Rivian_DD]

$RIVN delivered a massive beat. 12,194 vehicles delivered in Q2, compared to consensus of 10,518. Annual guidance was raised from 62,000 - 67,000 to 65,000 - 70,000.

[Tiiohh @tiiohh]

People underestimate how long a true bull market can last. The S&P was averaging an 18% return from 1989-1999. A 10 year span of up only.

With a massive productivity boom and ongoing R&D for AI, quantum computing, photonics, etc.

2022-2032 will likely beat the 90’s returns

[Tiiohh @tiiohh]

Some of the biggest IPO’s in 2021. Historically big IPO’s mark the top and the time to buy is 2-3 years after IPO. I think we have one more good push through end of Q2 beginning of Q3 before we see a big reset. I’ll be looking to buy Anthropic, OpenAI, and Space X in 2028🫡

[Marius Schober @mariusschober]

thank me later regarding the SpaceX IPO

[Tiiohh @tiiohh]

Closed $HYPE trade on Tuesday, $RIVN finally starting to heat up but needs a lot of momentum to get out of this range. Many bullish catalyst going into 2027 and expect $RIVN to finally deliver after years of sideways trading

[Tiiohh @tiiohh]

2 trades I’m taking going into 2026:

$Hype

Pretty obvious play here. A top leader for perps market and proposal to burn 10% of supply.

$Rivn

Jumping on the bandwagon for Rivian here. IPO’d at $70 with ATH over $100. Tons of upside potential along with Amazon owning a bunch

[Tiiohh @tiiohh]

6 years ago Blackberry switched from hardware to software. Now they got a re-certification under FedRAMP with a significant demand for their secure communication system.

This is a 40+ Billion dollar company only priced in at 4 billion.

$BB

[Tiiohh @tiiohh]

Now in price discovery🫡 it really was an obvious play.

$HYPE

[Tiiohh @tiiohh]

2 trades I’m taking going into 2026:

$Hype

Pretty obvious play here. A top leader for perps market and proposal to burn 10% of supply.

$Rivn

Jumping on the bandwagon for Rivian here. IPO’d at $70 with ATH over $100. Tons of upside potential along with Amazon owning a bunch

[Tiiohh @tiiohh]

Buying $HYPE at $55 is like buying $NVDA at $55.

It was obvious in hindsight

[Tiiohh @tiiohh]

Buying $Hype at $33 is like buying $Nvda at $33

[Tiiohh @tiiohh]

If we have a crash similar to the dot com bubble over the next couple of years, that puts the $NDQ at $7250 and the $SPX at $3700 lmao crazy to think about

[Tiiohh @tiiohh]

Mom can you come get me, I’m scared

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 officially rises above 7,400 for the first time in history, now up +17.2% since March 30th.

That's now +$10 TRILLION in market cap in 29 trading days.

[Tiiohh @tiiohh]

@grok How sustainable is this pump? $Intel

[hope hopes hoping @hopes_revenge]

your thirties are so weird because it’s like oh im gonna die soon

[Tiiohh @tiiohh]

Time in the market beats timing the markets. Bring back diamond hands💎

[ryandcrypto @ryandcrypto]

wait so you're telling me boomers just got to print money for 80 years straight?

[PFT Commenter @PFTCommenter]

Im being 100% serious there was zero chance Trump was gona blow up the world right before the Masters

[𝕷𝖚𝖈𝖎𝖋𝖊𝖗 @LucifersTweetz]

70 and 80 year old people are generally unemployable due to physical and mental decline but for some reason we allow them to run the entire fucking country.

[Tiiohh @tiiohh]

Buying $Hype at $43 is like buying $NVDA at $43

[Tiiohh @tiiohh]

Buying $Hype at $33 is like buying $Nvda at $33

[rune sword @runesword1]

mogged? brother, back in my day you were pwned

[Mike @hammerito]

I don't follow NBA a ton but shoutout to Bam Margera man

[Slim Thick ᥫ᭡ @slim_ma97]

I miss when AI stood for Allen Iverson.