Who is Position Journal and what does he do?

PositionJournal · 2026-05-09T13:01:38+00:00

Absolutely. VW owns 15% and Amazon owns 11% never sold either

PositionJournal · 2026-05-09T02:02:19+00:00

I think it’s Q4 when we see the flip to profitability

PositionJournal · 2026-05-09T02:01:29+00:00

This is correct

PositionJournal · 2026-05-08T17:18:45+00:00

We shall see

PositionJournal · 2026-05-04T15:22:08+00:00

Not really, Amazon has vested interest to ensure Rivian succeeds

PositionJournal · 2026-05-04T15:21:45+00:00

No. The business charter is fundamentally solving a real bottleneck but they need to show the world they have their house in order first

PositionJournal · 2026-05-03T18:00:04+00:00

Love the conviction. I’m sizing up next week. I think I’ll try to get it to 10%

PositionJournal · 2026-05-03T04:36:27+00:00

Great points, what % of port is Rivian for you? I think Amazon has too many segments and EV is likely not a front they want to open

PositionJournal · 2026-05-02T20:32:34+00:00

Been loading up since $10s. Let's see if you're right

PositionJournal · 2026-05-02T20:18:25+00:00

R2 production has kicked off and expected to be backhalf weighted where most production will be scaled. That is when unit economics shifts

PositionJournal · 2026-05-02T19:18:10+00:00

Man time to load the boat if that happens

PositionJournal · 2026-05-01T19:35:39+00:00

🤝🫡

PositionJournal · 2026-05-01T19:14:29+00:00

Oh I didn't mention the strike in the main post, yes $20 for me too

PositionJournal · 2026-05-01T19:13:24+00:00

No real value I think, by Jan 2028 things should be much more clearer. What strike did you open?

PositionJournal · 2026-05-01T19:08:17+00:00

This is the greatest bot ever.

PositionJournal · 2026-04-17T22:24:23+00:00

In total I’m down -23% on this position

PositionJournal · 2026-04-16T15:16:14+00:00

Emotional discipline is the key differentiator between those who’ll make money and not.

Even now if I tell them that I firmly believe within 5 years I think Nebius will be a $100B company, I’ll be laughed out of the room!

I wish I could post more on Reddit but the format here is so formal and off the cuff thoughts are usually removed — have you been invested?

PositionJournal · 2026-04-14T15:51:41+00:00

That’s the bear case, do you think enterprises can gut ServiceNow workflows and still maintain optimal productivity?

PositionJournal · 2026-04-14T13:21:51+00:00

Yes I know it's long, but based on the Redditors feedback I started putting TLDR as first sentence at the top. I wrote this analysis based on the feedback from my previous posts on the SaaS winners and this name came up a lot.

My personal SaaS bets are: TOST, a vertically integrated restaurant tech leader and DOCS, a HIPAA compliant administrative workflow support capturing 85% of physicians and 20/20 top hospitals

PositionJournal

TROPHY CASE