Paul

[Paul @uscgarcia]

Rivian is a robotics company. $RIVN

[CNBC @CNBC]

Rivian CEO taking different approach than Elon Musk for humanoid robotics company https://t.co/RIKwXvyj3R

[Bloomberg @business]

Rivian reported better-than-expected earnings as it began deliveries of a new midsize sport-utility vehicle, a positive sign while the company contends with a weakened market for electric vehicles in the US https://t.co/9Z5A8ZqIYx

[Trevor Lane @TrevorLane]

LeBron’s BEST landing spot would actually be to reconsider & return to the Lakers. I mean…

Luka/Sexton/Hardy/Bronny
Reaves/Carr/Thybulle/Knecht
Grimes/LaRavia/Williams
LEBRON/Thiero/Vando
Kessler/Mamu/Looney

That’s a VERY interesting team

[Paul @uscgarcia]

@anandchokshi19 @grok is this true

[Elon Musk @elonmusk]

I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.

And I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.

Tesla open sourced its patents and we made the Supercharger network available to all competitors, even though we could have made it a walled garden.

SpaceX launches competing satellite systems with no increase in price or use of unfair terms.

Even my worst enemies can attack me on this platform.

…

[Paul @uscgarcia]

$RIVN trades at 3.37x 2026 sales. $TSLA trades near 15x 2026 sales.

Pay Attention.

[Paul @uscgarcia]

At Rivian’s current ~$20–25B market cap, what level of future success is actually priced in?

Rosy scenario: R2 is a major hit, Rivian scales globally, achieves strong margins, and autonomy/software becomes meaningful. Potential valuation: $200–400B+.

Likely scenario: R2 succeeds, Rivian becomes sustainably profitable and establishes itself as a major EV manufacturer. Potential valuation: $75–150B.

$RIVN

[Paul @uscgarcia]

At Rivian’s current market cap of roughly $20–25 billion, what level of future success is actually being priced into the stock?

Is the market being too pessimistic, reasonable, or already too optimistic about Rivian’s potential?

$RIVN

[Paul @uscgarcia]

Right now $RIVN normalized to #TSLA is trading at the equivalent of $0.30 per share vs $430 for $TSLA.

This is perspective. Tesla’s Market Cap is $1.55 Trillion. Rivian is $22 Billion or less than 2% the size.

$0.30 per share vs $430. Let that sink in.

This is what almost everyone is missing and exactly why more stock is being issued.

The shorts will be pummeled.

#Rivian #RIVN #Tesla #R2

[Paul @uscgarcia]

Lakers fans, wake up! Mitch is not just building around Luka!

LeBron walks. Cap space opens wide. Lakers mortgage the future for Walker Kessler — unprotected 2031 and 2033 picks plus swaps — the exact rim-running, shot-blocking monster Luka begged for.

Kessler’s 4-year, $130M deal comes with a player option and full trade kicker… making him a high-value asset that could headline a future deal.

Meanwhile, Jokić passed on an extension again this summer and holds a player option for 2027-28. The window is wide open next offseason.

The on-court fit would be scary. Off the court, Jokić and Luka already share a close friendship, joking like brothers, roasting each other, and communicating in their shared Slavic/Balkan language. They’ve even talked playfully about teaming up one day.

The Lakers just built the perfect foundation around Luka, with movable pieces ready when Denver calls.

#Lakers #JokicLuka #LakeShow #NBA #PurpleAndGold #Nuggets @colincowherd

[Market Radar @themarketradar]

$RIVN first share unlock for RJ is $40

[Hamid @hamids]

There are 2 stocks I would NOT WANT TO BE SHORT: $RIVN and $MU.

Rivian is about to have a phenomenal 2nd half of 2026 with an expected 100% year-over-year delivery increase from 2025! And for a ~$26 Billion company to have $3 Billion of its stock shorted (~19% of float), this set-up is incredibly bad for shorts.

And I don't know who in their right mind is shorting Micron, but somehow shorts have sold 41 Million shares of Micron (roughly $41 Billion worth) as the company continues to CRUSH revenue and profit targets. I'd hate to be short once Micron starts buy-backs.

[Shams Charania @ShamsCharania]

BLOCKBUSTER: The Milwaukee Bucks are trading franchise icon Giannis Antetokounmpo and Bobby Portis to the Miami Heat for Tyler Herro, Kel'el Ware, Jaime Jaquez Jr., Kasparas Jakucionis, 3 first-round picks (including No. 13), 1 pick swap and 1 second-rounder, sources tell ESPN.

[Paul @uscgarcia]

Rivian is a robotics company. $RIVN

[Lunix Twin @LunixTwin]

Jensen Huang explains why a future completely surrounded by robots is certain and reveals the one companion he wants with him everywhere

"Everything that moves will be robotic someday and it will be soon. The idea that we'll be pushing around a lawnmower is already kind of silly."

"Every car is going to be robotic. Human robots. The technology necessary to make it possible is just around the corner. And so everything that moves will be robotic."

"A future where you're just surrounded by robots is for certain. And I'm just excited about having my own R2-D2."

"R2 is with me all the time. Sometimes it's in my smart glasses. Sometimes it's in my phone. Sometimes it's in my PC. It's in my car. So R2 is with me all the time, including when I get home."

[Paul @uscgarcia]

Rivian is a robotics company. #RIVN

[Shruti @heyshrutimishra]

Elon Musk says Optimus is the infinite money glitch.

Not because robots are valuable. Because robots can make more robots.

Musk explained that humanoid robots improve through three exponential trends multiplied together: digital intelligence, AI chip capability, and electromechanical dexterity. But the real unlock is that the robot can start making the robots.

"So you have a recursive multiplicative exponential," he said. "This is a supernova."

Musk's thesis is that once you have a physical robot capable of manufacturing, the production curve stops being linear and becomes self-replicating. Every robot built accelerates the building of the next one.

The implication is that the companies that control physical manufacturing will control AI's future, not the ones with the best models. The bottleneck is not intelligence. It is atoms.

[ESPN @espn]

BELIEVE IT! 🇺🇸

The United States wins their first two group stage matches at the World Cup for the first time since 1930 🙌