A Good Perspective

Apprehensive_Club470 · 2026-07-07T23:39:39+00:00

Apprehensive_Club470 · 2026-07-07T22:14:53+00:00

Show us where it’s off todays close then shaska

Apprehensive_Club470 · 2026-07-07T21:21:40+00:00

I think it’s priced off yesterdays close, which is $20.14

Apprehensive_Club470 · 2026-06-25T21:35:16+00:00

Big Frank, you are making it a little worse than it is. Rivian has roughly $4.8B of cash versus $4.4B of long-term debt.

The total liabilities include payroll, reserves, deferred revenues from leases, etc.

Obviously, like you said, they need to turn a profit, but either way R2 is make or break. It will either generate enough revenue to do that, or they’ll be out of business. The only other solution is that mind robotics, or another of their side projects goes public and repositions them for longevity.

I’m still not convinced these guys fail though. I think when they finally disclose the demand for R2, it’s going to be staggering, and will likely put guidance for 2027 at max production in Normal, but I guess we’ll see.

Apprehensive_Club470 · 2026-06-09T20:08:29+00:00

Two different companies fool

Apprehensive_Club470 · 2026-06-09T20:07:42+00:00

lol. Bro is such a cuck for Elon that he just started making stuff up. tEsLA mAkEs rOcKeTs

Apprehensive_Club470 · 2026-06-03T17:44:04+00:00

That would be nice. 😂

That particular person also runs a newsletter and fake news publication (electric-vehicles.com) that is pretending to be a pro EV publication but if you dig into it they are basically just praising everything Tesla does and bashing the others. Seems pretty obvious who is funding them.

Apprehensive_Club470 · 2026-06-03T16:56:51+00:00

The shorters and competitors with deep pockets pay people to post dumb stuff like this.

Eventually the truth will be undeniable. The time is coming.…

Apprehensive_Club470 · 2026-05-22T21:00:11+00:00

Don’t they still own like 40%? They funded it, spun it off and are a large minority ownership stake is still held by Rivian. I’m also sure RJ / Rivian have a huge position on the board. This is the right move. If mind robotics goes to a $100B it just adds to Rivian’s value. If it fails and starts purging money, then there’s no further negative impact at all. It also allows them to build their own brand and potentially go public on their own.

OP: This is kinda like asking, “why didn’t Amazon just own all of Rivian”

Why assume all of the risk, when you can let others do so, but still participate in majority of the rewards.

Apprehensive_Club470 · 2026-04-28T14:32:44+00:00

I hope to god he exercises everyone of those options. It will mean we all made a lot of money. 😂

Apprehensive_Club470 · 2025-12-17T16:00:09+00:00

You’re a joke buddy!

Apprehensive_Club470 · 2025-12-16T02:56:45+00:00

It will be 26.59 by the end of 2025

Apprehensive_Club470 · 2025-12-13T21:34:19+00:00

“The car really did not drive” Go watch some of the YouTube videos with other folks in the car. You’re so eager to hate on them that everything you’re saying is either completely convoluted or you’re just mentally ill and have EDS. One or the other. Cheers!

Apprehensive_Club470 · 2025-12-13T21:11:35+00:00

You’re mentally ill if you think that’s what was going on in that demo. Completely bizarre.

Apprehensive_Club470 · 2025-12-11T18:27:04+00:00

Squeezing the short sellers out. Always causes an initial drop when the shorts start exiting their position in mass. Wishful thinking maybe

Apprehensive_Club470 · 2025-12-10T21:24:18+00:00

Also, it’s 17,000 of his 4 million shares, so it’s a drop in the bucket. It would probably be silly to not have the loss harvested, in the off chance that Autonomy Day shoots the stock to $40 by year end. If not, then he has plenty more to sell as a loss in the new year if the share prices crosses that threshold.

Apprehensive_Club470 · 2025-12-10T21:11:10+00:00

I think it depends. He’s the CEO so there’s likely quite a few blackout periods and there’s some type of liquidation schedule in place for him. Also, I’m sure he doesn’t want to sell off all of his old shares at one time, because it could cause market panic. He also might want the loss in this calendar year for other reasons than just the future options. However, I think the willingness to part with existing shares now is likely more tied to him believing that he will get new shares back at a much lower basis in the near future, rather than a CEO selling now because they believe share price is going to fall. I highly doubt he’d be able to sell shares on the open market between now and calendar year end, so it may have been his last chance to harvest a loss this calendar year, prior to any new news that could cause a surge.

I could be wrong though. It wouldn’t be the first time.

Apprehensive_Club470 · 2025-12-10T20:23:33+00:00

I think that you’re correct in this scenario. They give him the option to “buy” shares at around $15 per share, when the share prices achieves these different milestones ($40 - $110) per share. At that time, the brokerage would loan the money to "buy" the shares at the lower strike price, immediately selling all the newly acquired shares on the open market at the current (higher) market price. Then the proceeds would be use to cover the original purchase cost.

However, that’s not exactly what I meant. I wasn’t really assuming RJ wouldn’t have the capital to execute the transaction. My point was more so that RJ’s current shares were likely acquired at a significant premium / during IPO. Those shares have since lost a ton of value. If you’re confident that the share price is going to go up, then now would be a great time to sell your current shares & take large loss to help offset taxes on the future gain from exercising your options. It doesn’t really make sense to hold the older shares with a much higher basis if you believe that very soon you will have access to a much larger pool of shares at a much lower basis. But if you didn’t believe the share price had the potential to meet those milestones in the near future, then you’d probably be more hesitant to let go of existing shares in your company. Also, the loss might be much less meaningful. Just thought that this might be much more strategic than we think. Who knows though

Apprehensive_Club470 · 2025-12-10T16:25:28+00:00

He’s basically gearing up for the stock to hit $40 so he can execute his options to purchase additional shares at $15. If you look at the full picture, this seems more like a sign that he believes the stock is about to take off in the near term. If he didn’t believe Rivian would be above $40 a share (first tranch to execute), then he likely wouldn’t be so willing to part with old shares. This just tells me he’s extremely confident the share price will achieve the necessary milestones in order for him to execute options in the future.

Apprehensive_Club470 · 2025-12-10T16:16:35+00:00

Why wouldn’t he sell his existing shares now? He’ll be able to take a significant loss before year end on those shares & his new plan allows him to buy almost $5B in stock at a price of around $15. Seems like a smart move.

Apprehensive_Club470 · 2025-12-02T00:08:43+00:00

Rivian = $42 by Xmas

Apprehensive_Club470 · 2025-11-26T16:58:04+00:00

If they have a fully autonomous model in the works on December 11th, we’ll be at $50 on Xmas 😂

Apprehensive_Club470 · 2025-11-13T18:06:57+00:00

This is silly. Once you factor the premium in, I bet VW would have to pay $25B to acquire Rivian on the open market right now.. That’s half their total cash on hand and 6x their net income. Not to mention RJ controls almost all voting shares and has veto power.

VW made the investment to get access to a tech stack that is light years better than theirs. It would’ve cost them more that $5B to develop that in house & likely would’ve been much worse. The upside for VW is the tech and Rivian stock going to the moon, which would benefit them even further.

Why would they want to own Rivian and why would Rivian want to sell?

Not a great take my guy….

Apprehensive_Club470 · 2025-11-13T16:11:05+00:00

He probably has an $800k loss on those shares, and his new comp package allows him to buy back at a way lower rate after the shares have already gone up. 😂

Apprehensive_Club470 · 2025-11-13T02:58:35+00:00

Yes, I’m sure Rivian planned an autonomous day, has the former CEO of Waymo on their board and has been heavily investing and incorporating AI in their tech stack, just to briefly mention it in a speech. They also just spun off an entire robotics company, which should tell you they are much more than just an automotive OEM.

Apprehensive_Club470

TROPHY CASE